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New Portfolio - New Portfolio

PerformancePortfolio Details

JERRY P

New Portfolio
Individual Investor
Ranked #324,391 out of 785,038 TipRanks' Investors
Success Rate
53%
34 out of 64
profitable transactions
Average Return
9.68%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.48%
6-Month Return▲ 21.53%
12-Month Return▲ 9.08%
YTD Return▲ 3.31%
Total Return▲ 28.87%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 319.95%

Bio

alternative to 401K

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▼ 2.22%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 2.19%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 11.44%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 2.34%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.69%
Nov 2024
▲ 5.91%
▼ 2.41%
▼ 8.37%
Dec 2024
▲ 4.65%
▲ 2.69%
▲ 0.65%
Jan 2025
▼ 13.09%
▲ 0.40%
▲ 2.65%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▼ 2.22%
▼ 13.14%▲ 2.34%▼ 2.19%
▲ 2.93%▲ 2.10%▲ 11.44%
▲ 9.99%▼ 0.89%▼ 2.34%
▲ 26.04%▲ 5.96%▲ 4.69%
▲ 5.91%▼ 2.41%▼ 8.37%
▲ 4.65%▲ 2.69%▲ 0.65%
▼ 13.09%▲ 0.40%▲ 2.65%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
VRT
Vertiv Holdings
22.64%
▼ 3.29%
4
Buy
Feb 01, 2025
SLB
Schlumberger
―
▲ 1.84%
3
Close
Jan 22, 2025
NVDA
Nvidia
17.35%
▲ 75.65%
4
Buy
Jan 15, 2025
MELI
Mercadolibre
17.02%
▲ 7.78%
2
Buy
Jan 15, 2025
RMD
Resmed
16.85%
▼ 0.94%
2
Buy
Jan 15, 2025
CRBG
Corebridge Financial, Inc.
20.6%
▲ 9.37%
4
Buy
Jan 15, 2025
MU
Micron
4.51%
▼ 8.07%
2
Buy
Dec 18, 2024
QQQ
Invesco QQQ Trust
0.51%
▼ 1.00%
1
Open
Dec 17, 2024
SPY
SPDR S&P 500 ETF Trust
0.51%
▲ 0.67%
1
Open
Dec 17, 2024
EG
Everest Group
―
▲ 0.13%
2
Close
Dec 13, 2024
FOLD
Amicus
―
▼ 7.87%
2
Close
Dec 13, 2024
SOXX
iShares Semiconductor ETF
―
▲ 28.75%
2
Close
Dec 11, 2024
NIO
Nio
―
▼ 87.91%
3
Close
Dec 11, 2024
AMD
Advanced Micro Devices
―
▼ 9.62%
2
Close
Dec 11, 2024
TDOC
Teladoc
―
▼ 88.55%
2
Close
Dec 11, 2024
KEYS
Keysight Technologies
―
▼ 15.80%
2
Close
Dec 11, 2024
BAC
Bank of America
―
▲ 52.45%
7
Close
Dec 11, 2024
GOOG
Alphabet Class C
―
▲ 38.52%
2
Close
Dec 11, 2024
TSM
TSMC
―
▲ 77.88%
3
Close
Dec 11, 2024
DIS
Walt Disney
―
▼ 19.30%
3
Close
Dec 03, 2021