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BERTRAM PEREIRA - New Portfolio

Performance Portfolio Details

Bertram Pereira

BERTRAM PEREIRA

Individual Investor

Ranked #80,872 out of 747,498 TipRanks' Investors

Success Rate

307 out of 541
profitable transactions

Average Return

26.73%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

25.60% AAPL

13.35% MSFT

5.92% NVDA

4.72% TSLA

3.85% GOOG

46.56% Others

By Assets

85.42% Stocks

14.17% ETFs

0.36% Funds

0.04% Cash

0.00% Cryptocurrency

By Sector

51.87% Technology

14.53% General

7.36% Consumer Cyclical

6.83% Industrials

5.62% Communication Services

13.78% Other

Portfolio Holdings

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To view investors' portfolios

WMT

Walmart

$70.75

$0.07

(0.1%)

Pre

premium

27 Buy

3 Hold

0 Sell

Strong Buy

premium

$569.08B

35.12%

RJF

Raymond James Financial

$108.62

$2.48

(2.23%)

Pre

0.61%

premium

3 Buy

7 Hold

0 Sell

Moderate Buy

premium

$22.51B

0.59%

ODFL

Old Dominion Freight

$195.47

$0.01

(<0.01%)

Pre

0.24%

premium

5 Buy

11 Hold

1 Sell

Hold

premium

$42.47B

0.84%

Citigroup

$65.14

$0.25

(0.39%)

Pre

0.14%

premium

10 Buy

7 Hold

0 Sell

Moderate Buy

premium

$124.25B

42.63%

ARCC

Ares Capital

$20.71

$0.14

(0.67%)

Pre

0.34%

premium

7 Buy

3 Hold

0 Sell

Moderate Buy

premium

$12.73B

16.09%

MERC

Mercer International

$8.09

$0.08

(1%)

Pre

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$540.81M

-2.65%

PLTR

Palantir Technologies

$28.58

$0.06

(0.21%)

Pre

1.19%

premium

3 Buy

5 Hold

6 Sell

Hold

premium

$63.65B

75.12%

PFFA < ETF >

Virtus InfraCap U.S. Preferred Stock ETF

$21.45

$0.03

(0.14%)

Pre

premium

―

premium

$1.04B

8.72%

GSK

GlaxoSmithKline

$39.35

$0.01

(0.03%)

Pre

0.18%

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$80.20B

14.26%

IGT

International Game Technology

$20.62

$0.23

(1.1%)

premium

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

$4.16B

-35.38%

KBE < ETF >

SPDR S&P Bank ETF

$52.02

$0.06

(0.12%)

Pre

0.25%

premium

329 Buy

331 Hold

23 Sell

Hold

premium

$1.97B

26.66%

KDP

Keurig Dr Pepper

$32.98

$0.16

(0.48%)

Pre

0.27%

premium

7 Buy

5 Hold

0 Sell

Moderate Buy

premium

$44.71B

4.70%

BLK

BlackRock

$830.70

$1.7

(0.21%)

Pre

0.16%

premium

10 Buy

1 Hold

0 Sell

Strong Buy

premium

$123.44B

12.76%

SCHW

Charles Schwab

$62.08

$0.19

(0.31%)

Pre

0.27%

premium

10 Buy

5 Hold

1 Sell

Moderate Buy

premium

$113.49B

-5.25%

VTI < ETF >

Vanguard Total Stock Market ETF

$271.06

$1.7

(0.62%)

Pre

0.69%

premium

12K Buy

7K Hold

906 Sell

Moderate Buy

premium

$420.72B

19.77%

XEL

Xcel Energy

$55.94

$0.16

(0.29%)

Pre

premium

4 Buy

4 Hold

0 Sell

Moderate Buy

premium

$31.08B

-10.70%

DPZ

Domino's Pizza

$404.17

$4.87

(1.19%)

Pre

0.43%

premium

18 Buy

9 Hold

1 Sell

Moderate Buy

premium

$14.14B

6.03%

TFC

Truist Financial

$42.41

$0.03

(0.07%)

Pre

0.73%

premium

8 Buy

8 Hold

0 Sell

Moderate Buy

premium

$56.75B

34.68%

QIWI

Qiwi

―

premium

―

premium

$354.02M

0.00%

WKHS

Workhorse Group

$1.67

$0.22

(11.64%)

Pre

1.2%

premium

0 Buy

3 Hold

0 Sell

Hold

premium

$31.33M

-92.80%

NRDY

Nerdy

$1.66

$0.01

(0.6%)

Pre

4.82%

premium

5 Buy

2 Hold

0 Sell

Moderate Buy

premium

$291.62M

-60.66%

SBS

Companhia De Saneamento

$15.16

$0.42

(2.85%)

Pre

1.58%

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$10.47B

31.60%

SBUX

Starbucks

$79.27

$5.08

(6.85%)

Pre

1.12%

premium

8 Buy

18 Hold

0 Sell

Moderate Buy

premium

$89.79B

-20.97%

VSEC

VSE

$88.63

$1.47

(1.69%)

Pre

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.60B

70.15%

LNT

Alliant Energy

$54.84

$0.17

(0.31%)

Pre

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$14.06B

2.47%

KTB

Kontoor Brands

$68.45

$0.28

(0.41%)

Pre

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$3.82B

72.46%

PNC

PNC Financial

$175.51

$0.56

(0.32%)

Pre

1.41%

premium

8 Buy

4 Hold

2 Sell

Moderate Buy

premium

$69.85B

36.48%

AEP

American Electric Power

$93.14

$0.35

(0.37%)

Pre

0.39%

premium

4 Buy

5 Hold

0 Sell

Moderate Buy

premium

$49.10B

10.99%

AWK

American Water

$141.16

$0.19

(0.13%)

Pre

0.73%

premium

2 Buy

3 Hold

0 Sell

Moderate Buy

premium

$27.50B

-3.02%

AAPL

Apple

$224.31

$0.13

(0.06%)

Pre

1.14%

premium

25 Buy

9 Hold

1 Sell

Moderate Buy

premium

$3.44T

16.99%

CFG

Citizens Financial

$41.00

$0.25

(0.61%)

Pre

0.22%

premium

8 Buy

10 Hold

0 Sell

Moderate Buy

premium

$18.66B

39.60%

WBA

Walgreens Boots Alliance

$11.01

$0.35

(3.08%)

Pre

0.09%

premium

2 Buy

7 Hold

3 Sell

Hold

premium

$9.50B

-61.60%

VNT

Vontier

$39.75

$0.19

(0.48%)

Pre

premium

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

$6.14B

25.39%

TSLA

Tesla

$239.20

$10.03

(4.02%)

Pre

1.83%

premium

13 Buy

13 Hold

8 Sell

Hold

premium

$762.86B

-11.10%

TSM

Taiwan Semiconductor Manufacturing

$165.77

$6.1

(3.55%)

Pre

0.14%

premium

8 Buy

0 Hold

0 Sell

Strong Buy

premium

$766.57B

72.77%

Visa

$265.46

$3.69

(1.37%)

Pre

0.68%

premium

18 Buy

4 Hold

0 Sell

Strong Buy

premium

$531.18B

11.82%

UNP

Union Pacific

$242.32

$0.69

(0.28%)

Pre

1.13%

premium

14 Buy

6 Hold

0 Sell

Moderate Buy

premium

$147.84B

14.21%

QSR

Restaurant Brands International

$72.74

$0.35

(0.48%)

Pre

0.36%

premium

11 Buy

5 Hold

1 Sell

Moderate Buy

premium

$32.75B

-2.34%

SPYD < ETF >

SPDR Portfolio S&P 500 High Dividend ETF

$42.42

$0.09

(0.21%)

Pre

0.75%

premium

412 Buy

401 Hold

45 Sell

Hold

premium

$6.23B

9.53%

ALB

Albemarle

$92.09

$1.72

(1.83%)

Pre

1.08%

premium

7 Buy

8 Hold

1 Sell

Moderate Buy

premium

$10.82B

-56.85%

AXP

American Express

$242.38

$6.82

(2.74%)

Pre

0.16%

premium

6 Buy

8 Hold

1 Sell

Moderate Buy

premium

$174.34B

46.40%

CTAS

Cintas

$758.56

$0.41

(0.05%)

Pre

0.85%

premium

6 Buy

6 Hold

1 Sell

Moderate Buy

premium

$76.97B

49.98%

DUK

Duke Energy

$106.92

$0.01

(<0.01%)

Pre

1.34%

premium

5 Buy

2 Hold

0 Sell

Moderate Buy

premium

$82.52B

17.90%

Eversource Energy

$61.10

$0.29

(0.47%)

Pre

1.13%

premium

3 Buy

6 Hold

0 Sell

Moderate Buy

premium

$21.52B

-13.25%

EMN

Eastman Chemical

$97.15

$2.32

(2.33%)

Pre

0.31%

premium

8 Buy

7 Hold

0 Sell

Moderate Buy

premium

$11.43B

16.44%

NVDA

Nvidia

$117.93

$3.16

(2.61%)

Pre

2.31%

premium

37 Buy

4 Hold

0 Sell

Strong Buy

premium

$2.90T

164.42%

PRU

Prudential Financial

$123.76

$1.54

(1.23%)

Pre

0.03%

premium

2 Buy

7 Hold

2 Sell

Hold

premium

$44.43B

34.73%

ORCL

Oracle

$138.56

$0.53

(0.38%)

Pre

0.97%

premium

14 Buy

13 Hold

0 Sell

Moderate Buy

premium

$381.85B

18.96%

RRGB

Red Robin Gourmet

$6.00

$0.08

(1.35%)

Pre

2.17%

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$94.11M

-57.78%

AT&T

$19.12

$0.03

(0.16%)

Pre

2.2%

premium

11 Buy

4 Hold

0 Sell

Moderate Buy

premium

$137.09B

36.67%

SPY < ETF >

SPDR S&P 500 ETF Trust

$548.99

$3.67

(0.66%)

Pre

0.64%

premium

4K Buy

2K Hold

296 Sell

Moderate Buy

premium

$561.61B

20.87%

SYF

Synchrony Financial

$49.97

$0.86

(1.69%)

Pre

0.26%

premium

10 Buy

6 Hold

1 Sell

Moderate Buy

premium

$20.07B

43.38%

SMH < ETF >

VanEck Semiconductor ETF

$248.14

$7.4

(2.9%)

Pre

1.88%

premium

323 Buy

133 Hold

16 Sell

Moderate Buy

premium

$22.32B

61.21%

TTC

The Toro Company

$97.35

$0.87

(0.89%)

premium

0 Buy

3 Hold

0 Sell

Hold

premium

$10.11B

-4.17%

VRSK

Verisk Analytics

$276.83

$4.09

(1.46%)

premium

4 Buy

5 Hold

0 Sell

Moderate Buy

premium

$39.50B

18.92%

RELX

Relx

$45.01

$0.07

(0.16%)

Pre

premium

―

premium

$83.43B

38.62%

VTRS

Viatris

$11.84

$0.07

(0.59%)

Pre

0.84%

premium

1 Buy

0 Hold

2 Sell

Moderate Sell

premium

$14.10B

18.16%

HRI

Herc Holdings

$144.66

$3.45

(2.33%)

Pre

0.24%

premium

1 Buy

3 Hold

1 Sell

Hold

premium

$4.10B

8.62%

COST

Costco

$838.13

$1.24

(0.15%)

Pre

0.46%

premium

19 Buy

6 Hold

0 Sell

Strong Buy

premium

$371.57B

53.04%

PLL

Piedmont Lithium

$11.48

$0.06

(0.53%)

Pre

1.13%

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$222.36M

-79.13%

MET

Metlife

$74.78

$0.61

(0.81%)

Pre

0.94%

premium

8 Buy

0 Hold

0 Sell

Strong Buy

premium

$53.18B

24.65%

Mastercard

$443.69

$5.03

(1.12%)

Pre

0.54%

premium

22 Buy

2 Hold

0 Sell

Strong Buy

premium

$412.46B

10.26%

PYPL

PayPal Holdings

$59.33

$0.67

(1.12%)

Pre

0.52%

premium

14 Buy

17 Hold

0 Sell

Moderate Buy

premium

$62.06B

-19.49%

OBDC

Blue Owl Capital

$15.29

$0.06

(0.39%)

Pre

0.42%

premium

4 Buy

1 Hold

1 Sell

Moderate Buy

premium

$5.96B

22.91%

Coca-Cola

$65.29

$0.1

(0.15%)

Pre

0.23%

premium

14 Buy

2 Hold

0 Sell

Strong Buy

premium

$281.27B

7.92%

LOW

Lowe's

$238.52

$0.85

(0.36%)

Pre

0.53%

premium

10 Buy

11 Hold

0 Sell

Moderate Buy

premium

$135.92B

4.03%

DIV < ETF >

Global X SuperDividend US ETF

$18.04

$0.04

(0.22%)

Pre

0.44%

premium

156 Buy

145 Hold

22 Sell

Hold

premium

$632.26M

5.00%

ALLY

Ally Financial

$41.86

$0.58

(1.37%)

Pre

0.81%

premium

7 Buy

6 Hold

1 Sell

Moderate Buy

premium

$12.72B

46.93%

Dominion Energy

$51.41

$0.16

(0.31%)

Pre

0.31%

premium

1 Buy

6 Hold

0 Sell

Hold

premium

$43.09B

0.72%

BIZD < ETF >

VanEck BDC Income ETF

$16.66

$0.08

(0.48%)

Pre

0.54%

premium

43 Buy

55 Hold

6 Sell

Hold

premium

$1.17B

6.05%

GRNB < ETF >

VanEck Green Bond ETF

$23.81

$0.06

(0.25%)

premium

―

premium

$95.28M

2.28%

GPN

Global Payments

$100.64

$0.52

(0.51%)

Pre

0.85%

premium

15 Buy

4 Hold

0 Sell

Strong Buy

premium

$25.69B

-9.78%

BFH

Bread Financial Holdings

$50.71

$0.21

(0.41%)

Pre

1.34%

premium

3 Buy

9 Hold

3 Sell

Hold

premium

$2.51B

39.27%

FDVV < ETF >

Fidelity High Dividend ETF

$48.11

$0.31

(0.64%)

Pre

0.5%

premium

853 Buy

557 Hold

59 Sell

Moderate Buy

premium

$3.12B

16.12%

ASG < FUND >

Liberty All-Star Growth Fund Inc

$5.38

$0.06

(1.1%)

Pre

1.49%

premium

―

premium

$313.32M

-2.00%

Realty Income

$57.58

$0.15

(0.26%)

Pre

0.05%

premium

5 Buy

4 Hold

0 Sell

Moderate Buy

premium

$50.14B

-3.74%

FMS

Fresenius Medical Care

$19.69

$0.28

(1.4%)

Pre

0.2%

premium

0 Buy

1 Hold

1 Sell

Moderate Sell

premium

$11.59B

-24.53%

FAF

First American Financial

$57.62

$0.01

(0.02%)

Pre

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$5.98B

1.64%

NIO

Nio

$4.46

$0.08

(1.76%)

Pre

3.36%

premium

5 Buy

5 Hold

1 Sell

Moderate Buy

premium

$9.32B

-57.84%

INTU

Intuit

$636.56

$0.91

(0.14%)

Pre

0.93%

premium

20 Buy

3 Hold

0 Sell

Strong Buy

premium

$177.95B

31.10%

SIMO

Silicon Motion

$75.14

$1.56

(2.03%)

Pre

0.27%

premium

9 Buy

0 Hold

0 Sell

Strong Buy

premium

$2.51B

42.80%

Tradeweb Markets

$109.40

$0.4

(0.37%)

Pre

0.37%

premium

8 Buy

3 Hold

0 Sell

Moderate Buy

premium

$25.84B

46.69%

WPC

W. P. Carey Inc.

$59.08

$0.42

(0.71%)

Pre

0.17%

premium

2 Buy

6 Hold

1 Sell

Hold

premium

$12.93B

-10.66%

NKE

Nike

$72.70

$0.32

(0.44%)

Pre

0.54%

premium

13 Buy

17 Hold

2 Sell

Moderate Buy

premium

$109.74B

-32.21%

NOW

ServiceNow

$751.20

$12.43

(1.68%)

Pre

0.81%

premium

30 Buy

1 Hold

1 Sell

Strong Buy

premium

$154.00B

29.96%

PEP

PepsiCo

$169.36

$1.01

(0.59%)

Pre

premium

10 Buy

8 Hold

0 Sell

Moderate Buy

premium

$232.63B

-8.58%

PARA

Paramount Global Class B

$11.52

$0.11

(0.95%)

Pre

0.26%

premium

3 Buy

7 Hold

10 Sell

Moderate Sell

premium

$8.11B

-24.36%

PBR

Petroleo Brasileiro SA- Petrobras

$14.94

$0.01

(0.07%)

Pre

0.2%

premium

2 Buy

3 Hold

1 Sell

Hold

premium

$95.09B

19.52%

PEG

Public Service Enterprise

$74.64

$0.71

(0.96%)

Pre

0.48%

premium

8 Buy

3 Hold

1 Sell

Moderate Buy

premium

$37.18B

19.86%

RBGLY

Reckitt Benckiser Group

$11.37

$0.05

(0.44%)

premium

―

premium

$39.59B

-22.12%

QCOM

Qualcomm

$186.21

$5.25

(2.74%)

Pre

2.09%

premium

19 Buy

9 Hold

1 Sell

Moderate Buy

premium

$207.81B

53.47%

ONL

Orion Office REIT

$3.98

$0.02

(0.5%)

Pre

2.51%

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$222.36M

-34.75%

IDRV < ETF >

iShares Self-driving EV & Tech ETF

$30.18

$0.27

(0.89%)

premium

154 Buy

116 Hold

38 Sell

Hold

premium

$214.51M

-31.25%

CTROF < FUND >

CATco Reinsurance Opportunities Fund Ltd.

―

premium

―

premium

―

CABO

Cable ONE

$357.83

$6.42

(1.76%)

premium

2 Buy

2 Hold

1 Sell

Hold

premium

$2.01B

-49.81%

CGNT

Cognyte Software

$7.35

$0.09

(1.21%)

Pre

3.81%

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$523.80M

55.39%

CAT

Caterpillar

$347.63

$8.4

(2.36%)

Pre

0.21%

premium

7 Buy

5 Hold

1 Sell

Moderate Buy

premium

$170.01B

35.84%

WBD

Warner Bros

$8.67

$0.15

(1.76%)

Pre

0.35%

premium

11 Buy

6 Hold

1 Sell

Moderate Buy

premium

$21.24B

-31.25%

VRNT

Verint Systems

$33.88

$0.58

(1.74%)

Pre

0.8%

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.09B

-9.00%

SDIV < ETF >

Global X Superdividend ETF

$22.52

$0.08

(0.35%)

Pre

1.02%

premium

―

premium

$795.76M

-2.97%