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STOCKS

BERTRAM PEREIRA - New Portfolio

Performance Portfolio Details

Bertram Pereira

BERTRAM PEREIRA

Individual Investor

Ranked #63,480 out of 794,370 TipRanks' Investors

Success Rate

324 out of 542
profitable transactions

Average Return

29.99%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

25.29% AAPL

11.55% MSFT

5.52% TSLA

5.49% NVDA

3.89% SPYD

48.26% Others

By Assets

85.64% Stocks

13.98% ETFs

0.33% Funds

0.04% Cash

0.00% Cryptocurrency

By Sector

49.91% Technology

14.32% General

8.49% Consumer Cyclical

6.84% Industrials

5.51% Communication Services

14.93% Other

Portfolio Holdings

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To view investors' portfolios

WMT

$89.76

$0.93

(1.05%)

Pre

4.66%

premium

28 Buy

2 Hold

0 Sell

Strong Buy

premium

$712.14B

50.15%

RJF

$141.89

$3.79

(2.74%)

Pre

4.85%

premium

5 Buy

8 Hold

0 Sell

Moderate Buy

premium

$28.30B

9.47%

ODFL

$170.10

$3.01

(1.8%)

Pre

4.17%

premium

3 Buy

11 Hold

1 Sell

Hold

premium

$35.51B

-22.63%

$71.76

$1.22

(1.73%)

Pre

4.54%

premium

12 Buy

4 Hold

0 Sell

Strong Buy

premium

$132.77B

16.32%

ARCC

$22.41

$0.12

(0.54%)

Pre

1.65%

premium

7 Buy

1 Hold

0 Sell

Strong Buy

premium

$15.26B

9.42%

MERC

$5.96

$0.04

(0.68%)

Pre

3.36%

premium

0 Buy

3 Hold

0 Sell

Hold

premium

$395.87M

-41.22%

PLTR

$87.45

$2.77

(3.27%)

Pre

5.9%

premium

4 Buy

11 Hold

4 Sell

Hold

premium

$198.60B

272.71%

PFFA < ETF >

$21.31

$0.13

(0.61%)

Pre

1.45%

premium

―

premium

$1.46B

1.57%

GSK

$37.64

$0.23

(0.61%)

Pre

4.2%

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$77.93B

-9.38%

IGT

$16.54

$0.47

(2.92%)

Pre

12.64%

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$3.25B

-24.92%

KBE < ETF >

$53.52

$0.79

(1.5%)

Pre

4.71%

premium

383 Buy

297 Hold

35 Sell

Hold

premium

$1.94B

15.79%

KDP

$35.14

$0.17

(0.49%)

Pre

0.46%

premium

9 Buy

6 Hold

0 Sell

Moderate Buy

premium

$47.45B

13.32%

BLK

$961.84

$17.76

(1.88%)

Pre

3.41%

premium

13 Buy

2 Hold

0 Sell

Strong Buy

premium

$146.57B

18.05%

SCHW

$78.59

$0.92

(1.18%)

Pre

3.94%

premium

17 Buy

2 Hold

1 Sell

Strong Buy

premium

$144.81B

8.69%

VTI < ETF >

$277.95

$2.18

(0.79%)

Pre

3.36%

premium

14K Buy

8K Hold

898 Sell

Moderate Buy

premium

$442.16B

7.86%

XEL

$70.90

$0.18

(0.25%)

Pre

0.83%

premium

5 Buy

4 Hold

0 Sell

Moderate Buy

premium

$40.63B

31.08%

DPZ

$468.35

$2.88

(0.62%)

Pre

2.59%

premium

15 Buy

9 Hold

1 Sell

Moderate Buy

premium

$15.97B

-7.41%

TFC

$41.56

$0.54

(1.32%)

Pre

4.04%

premium

9 Buy

8 Hold

0 Sell

Moderate Buy

premium

$53.55B

9.51%

WKHS

$1.47

$0.22

(13.02%)

Pre

2.04%

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$8.66M

-96.83%

NRDY

$1.47

$0.05

(3.52%)

Pre

1.36%

premium

1 Buy

6 Hold

0 Sell

Hold

premium

$259.07M

-51.20%

SBS

$17.92

$0.08

(0.44%)

Pre

4.8%

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$12.35B

8.74%

SBUX

$99.41

$1.18

(1.2%)

Pre

2.91%

premium

17 Buy

6 Hold

1 Sell

Moderate Buy

premium

$111.58B

12.07%

VSEC

$124.31

$2.48

(2.04%)

Pre

3.48%

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$2.51B

60.65%

LNT

$64.49

$0.07

(0.11%)

Pre

0.31%

premium

2 Buy

6 Hold

0 Sell

Hold

premium

$16.54B

30.41%

KTB

$66.78

$2.07

(3.2%)

Pre

3.02%

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$3.58B

13.05%

PNC

$177.01

$2.37

(1.36%)

Pre

3.97%

premium

8 Buy

4 Hold

2 Sell

Moderate Buy

premium

$69.11B

12.64%

AEP

$107.75

$0.62

(0.57%)

Pre

0.74%

premium

5 Buy

6 Hold

1 Sell

Moderate Buy

premium

$57.87B

27.18%

AWK

$146.19

$0.81

(0.55%)

Pre

>0.01%

premium

3 Buy

4 Hold

2 Sell

Hold

premium

$28.67B

22.92%

AAPL

$223.89

$0.7

(0.31%)

Pre

7.39%

premium

17 Buy

11 Hold

4 Sell

Moderate Buy

premium

$3.35T

31.97%

CFG

$41.66

$1.07

(2.64%)

Pre

5.76%

premium

7 Buy

6 Hold

0 Sell

Moderate Buy

premium

$17.74B

19.30%

WBA

$11.18

$0.02

(0.18%)

Pre

0.89%

premium

1 Buy

8 Hold

2 Sell

Hold

premium

$9.65B

-39.57%

VNT

$33.65

$0.74

(2.25%)

Pre

4.9%

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$4.89B

-26.83%

TSLA

$282.76

$14.3

(5.33%)

Pre

6.07%

premium

16 Buy

11 Hold

12 Sell

Hold

premium

$863.51B

67.93%

TSM

$170.39

$1.75

(1.04%)

Pre

5.12%

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$736.28B

19.99%

$346.33

$0.02

(>0.01%)

Pre

3.56%

premium

25 Buy

3 Hold

0 Sell

Strong Buy

premium

$676.62B

24.39%

UNP

$238.46

$1.29

(0.54%)

Pre

2.29%

premium

12 Buy

6 Hold

1 Sell

Moderate Buy

premium

$142.14B

-1.28%

QSR

$66.89

$0.28

(0.42%)

Pre

1.7%

premium

12 Buy

6 Hold

1 Sell

Moderate Buy

premium

$30.49B

-12.78%

SPYD < ETF >

$44.28

$0.15

(0.34%)

Pre

1.15%

premium

451 Buy

502 Hold

57 Sell

Hold

premium

$6.83B

10.02%

ALB

$72.25

$0.43

(0.6%)

Pre

4.84%

premium

7 Buy

12 Hold

2 Sell

Hold

premium

$8.44B

-43.22%

AXP

$275.25

$4.77

(1.76%)

Pre

4.36%

premium

9 Buy

13 Hold

1 Sell

Moderate Buy

premium

$189.64B

19.93%

CTAS

$208.67

$0.8

(0.38%)

Pre

premium

4 Buy

5 Hold

2 Sell

Hold

premium

$83.88B

23.05%

DUK

$120.39

$0.68

(0.56%)

Pre

0.08%

premium

10 Buy

5 Hold

0 Sell

Moderate Buy

premium

$94.07B

25.45%

$62.63

$0.54

(0.87%)

Pre

1.25%

premium

3 Buy

5 Hold

2 Sell

Hold

premium

$22.79B

7.19%

EMN

$88.29

$0.21

(0.24%)

Pre

2.87%

premium

8 Buy

5 Hold

0 Sell

Moderate Buy

premium

$10.17B

-13.46%

NVDA

$110.42

$0.27

(0.25%)

Pre

5.8%

premium

39 Buy

3 Hold

0 Sell

Strong Buy

premium

$2.69T

23.14%

PRU

$112.71

$1.02

(0.91%)

Pre

3.19%

premium

1 Buy

10 Hold

1 Sell

Hold

premium

$39.54B

-3.56%

ORCL

$145.86

$3.92

(2.76%)

Pre

3.98%

premium

14 Buy

13 Hold

0 Sell

Moderate Buy

premium

$398.03B

14.15%

RRGB

$3.53

(0%)

Pre

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$61.66M

-49.93%

$28.14

$0.34

(1.19%)

Pre

0.43%

premium

18 Buy

5 Hold

0 Sell

Strong Buy

premium

$204.43B

62.56%

SPY < ETF >

$564.52

$3.55

(0.63%)

Pre

3.45%

premium

5K Buy

3K Hold

286 Sell

Moderate Buy

premium

$572.78B

8.12%

SYF

$55.05

$1.79

(3.36%)

Pre

3.94%

premium

12 Buy

5 Hold

0 Sell

Moderate Buy

premium

$20.70B

33.58%

SMH < ETF >

$214.09

$1.6

(0.75%)

Pre

4.94%

premium

325 Buy

151 Hold

20 Sell

Moderate Buy

premium

$19.14B

-5.56%

TTC

$73.85

$1.28

(1.76%)

Pre

3.51%

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$7.24B

-15.13%

VRSK

$299.71

$1.1

(0.37%)

Pre

1.39%

premium

6 Buy

5 Hold

0 Sell

Moderate Buy

premium

$41.89B

29.74%

RELX

$50.98

$0.31

(0.61%)

Pre

0.84%

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$94.24B

20.89%

VTRS

$8.66

$0.06

(0.7%)

Pre

1.04%

premium

1 Buy

2 Hold

2 Sell

Hold

premium

$10.27B

-27.95%

HRI

$142.19

$5.44

(3.98%)

Pre

5.06%

premium

2 Buy

3 Hold

1 Sell

Hold

premium

$3.90B

-14.08%

COST

$965.08

$10.68

(1.12%)

Pre

3.28%

premium

19 Buy

6 Hold

0 Sell

Strong Buy

premium

$423.45B

34.18%

PLL

$6.26

(0%)

Pre

1.12%

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$137.37M

-51.40%

MET

$82.49

$1.33

(1.64%)

Pre

3.58%

premium

11 Buy

1 Hold

0 Sell

Strong Buy

premium

$55.29B

12.12%

$547.38

$1.13

(0.21%)

Pre

3.24%

premium

26 Buy

2 Hold

0 Sell

Strong Buy

premium

$500.08B

14.65%

PYPL

$67.15

$1.05

(1.59%)

Pre

4.41%

premium

17 Buy

14 Hold

0 Sell

Moderate Buy

premium

$65.39B

2.23%

OBDC

$14.78

$0.02

(0.14%)

Pre

2.03%

premium

4 Buy

2 Hold

0 Sell

Moderate Buy

premium

$7.56B

-3.71%

$71.33

$0.54

(0.75%)

Pre

0.24%

premium

17 Buy

1 Hold

0 Sell

Strong Buy

premium

$309.30B

19.48%

LOW

$235.28

$1.27

(0.54%)

Pre

3.38%

premium

12 Buy

8 Hold

0 Sell

Moderate Buy

premium

$130.98B

-4.27%

DIV < ETF >

$18.85

$0.025

(0.13%)

Pre

1.43%

premium

129 Buy

167 Hold

27 Sell

Hold

premium

$654.90M

8.98%

ALLY

$37.02

$0.33

(0.9%)

Pre

4.78%

premium

8 Buy

5 Hold

2 Sell

Moderate Buy

premium

$11.27B

-5.17%

$56.23

$0.03

(0.05%)

Pre

0.36%

premium

2 Buy

10 Hold

0 Sell

Hold

premium

$47.94B

15.63%

BIZD < ETF >

$16.43

$0.08

(0.48%)

Pre

1.1%

premium

38 Buy

42 Hold

9 Sell

Hold

premium

$1.52B

0.61%

GRNB < ETF >

$24.01

$0.014

(0.06%)

premium

―

premium

$126.14M

1.97%

GPN

$99.60

$1.16

(1.18%)

Pre

3.33%

premium

12 Buy

7 Hold

0 Sell

Moderate Buy

premium

$24.20B

-21.64%

BFH

$51.58

$1.41

(2.81%)

Pre

1.12%

premium

5 Buy

6 Hold

1 Sell

Moderate Buy

premium

$2.46B

45.75%

FDVV < ETF >

$49.74

$0.15

(0.3%)

Pre

1.21%

premium

1K Buy

579 Hold

62 Sell

Moderate Buy

premium

$4.84B

10.63%

ASG < FUND >

$5.00

$0.06

(1.21%)

Pre

2.8%

premium

―

premium

$284.78M

-7.75%

$57.12

$0.03

(0.05%)

Pre

0.65%

premium

2 Buy

9 Hold

0 Sell

Hold

premium

$50.96B

8.09%

FMS

$24.73

$0.01

(0.04%)

Pre

4.37%

premium

2 Buy

3 Hold

0 Sell

Moderate Buy

premium

$14.69B

31.33%

FAF

$67.00

$0.54

(0.81%)

Pre

5.88%

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$6.85B

11.67%

NIO

$3.80

$0.07

(1.81%)

Pre

3.68%

premium

2 Buy

8 Hold

2 Sell

Hold

premium

$7.80B

-14.76%

INTU

$620.91

$7.13

(1.16%)

Pre

3.44%

premium

17 Buy

2 Hold

1 Sell

Strong Buy

premium

$171.59B

-2.04%

SIMO

$51.61

$0.62

(1.22%)

Pre

1.92%

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.70B

-36.23%

$148.49

$0.54

(0.36%)

Pre

0.33%

premium

9 Buy

3 Hold

0 Sell

Strong Buy

premium

$34.98B

48.00%

WPC

$62.68

$0.35

(0.56%)

Pre

1.08%

premium

3 Buy

4 Hold

1 Sell

Hold

premium

$13.79B

14.09%

NKE

$64.96

$0.2

(0.31%)

Pre

9.84%

premium

17 Buy

13 Hold

0 Sell

Moderate Buy

premium

$95.79B

-28.08%

NOW

$824.03

$12.47

(1.54%)

Pre

4.25%

premium

28 Buy

4 Hold

1 Sell

Strong Buy

premium

$168.15B

7.21%

PEP

$149.12

$0.55

(0.37%)

Pre

0.07%

premium

9 Buy

7 Hold

0 Sell

Moderate Buy

premium

$205.27B

-12.12%

PARA

$11.90

$0.17

(1.45%)

Pre

1.85%

premium

2 Buy

7 Hold

6 Sell

Moderate Sell

premium

$8.31B

-11.98%

PBR

$14.39

$0.07

(0.48%)

Pre

2.15%

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$88.86B

-7.49%

PEG

$83.79

$0.53

(0.64%)

Pre

0.63%

premium

7 Buy

5 Hold

0 Sell

Moderate Buy

premium

$41.51B

25.74%

RBGLY

$13.46

$0.01

(0.07%)

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$46.53B

27.34%

QCOM

$154.08

$1.03

(0.67%)

Pre

4.13%

premium

11 Buy

7 Hold

1 Sell

Moderate Buy

premium

$169.27B

-11.40%

ONL

$2.05

$0.07

(3.3%)

Pre

2.44%

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$119.08M

-36.53%

IDRV < ETF >

$29.51

$0.12

(0.41%)

Pre

2.34%

premium

167 Buy

126 Hold

37 Sell

Hold

premium

$149.70M

-4.58%

CTROF < FUND >

―

premium

―

premium

―

CABO

$276.15

$6.74

(2.5%)

Pre

2.59%

premium

1 Buy

2 Hold

1 Sell

Hold

premium

$1.52B

-32.84%

CGNT

$9.95

$1.73

(21.05%)

Pre

5.93%

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$590.98M

0.49%

CAT

$334.66

$4.09

(1.24%)

Pre

4.18%

premium

5 Buy

6 Hold

2 Sell

Hold

premium

$157.99B

-10.94%

WBD

$10.56

$0.35

(3.43%)

Pre

4.45%

premium

10 Buy

6 Hold

0 Sell

Moderate Buy

premium

$25.06B

20.40%

VRNT

$18.02

$0.19

(1.07%)

Pre

5.66%

premium

4 Buy

2 Hold

0 Sell

Moderate Buy

premium

$1.11B

-41.91%

SDIV < ETF >

$21.01

$0.08

(0.38%)

Pre

1.43%

premium

―

premium

$780.02M

-2.04%

WCLD < ETF >

$33.21

$0.35

(1.07%)

premium

868 Buy

404 Hold

44 Sell

Moderate Buy

premium

$395.30M

-1.80%