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New Portfolio - New Portfolio

Jerry

New Portfolio
Individual Investor
Ranked #271,194 out of 775,923 TipRanks' Investors
Success Rate
53%
60 out of 113
profitable transactions
Average Return
9.58%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.99%
6-Month Return▼ 5.54%
12-Month Return▲ 25.21%
YTD Return▲ 24.81%
Total Return▲ 57.28%

Best Trade

Opened at
Closed at
Gain▲ 120.88%

Bio

Mostly aggressive

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 8.51%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.63%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 1.47%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.17%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.84%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 8.91%
Oct 2024
▲ 43.22%
▲ 5.96%
▼ 7.30%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 5.45%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 8.51%
▼ 2.25%▲ 3.53%▲ 0.63%
▲ 25.71%▲ 1.21%▲ 1.47%
▼ 4.22%▲ 2.34%▲ 0.17%
▲ 7.82%▲ 2.10%▼ 0.84%
▲ 5.38%▼ 0.89%▲ 8.91%
▲ 43.22%▲ 5.96%▼ 7.30%
▲ 3.34%▼ 1.56%▼ 5.45%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walt Disney
3.87%
▼ 1.71%
2
Buy
Nov 21, 2024
Nvidia
15.12%
▲ 5.53%
8
Buy
Nov 20, 2024
Amicus
13.46%
▼ 8.81%
5
Buy
Nov 20, 2024
Everest Group
13.74%
▼ 3.07%
4
Buy
Nov 20, 2024
Mercadolibre
13.98%
▼ 10.20%
4
Buy
Nov 20, 2024
Resmed
18.73%
▼ 1.74%
4
Buy
Nov 20, 2024
Schlumberger
7.33%
▼ 15.62%
2
Buy
Nov 20, 2024
Micron
2.81%
▼ 8.39%
1
Open
Nov 20, 2024
Vertiv Holdings
10.95%
▼ 0.93%
3
Buy
Nov 14, 2024
Corebridge Financial, Inc.
▲ 41.29%
37
Close
Nov 05, 2024
General Dynamics
▼ 0.21%
5
Close
Oct 23, 2024
Intuitive Surgical
▲ 7.55%
2
Close
Oct 23, 2024
Chevron
▼ 2.98%
7
Close
Sep 26, 2024
BP
▼ 5.06%
3
Close
Sep 25, 2024
Meta Platforms
▼ 2.06%
6
Close
May 21, 2024
Invesco QQQ Trust
▲ 3.35%
2
Close
May 21, 2024
Nio
▼ 6.38%
6
Close
Mar 06, 2024
Alphabet Class A
▼ 13.48%
4
Close
Mar 06, 2024
Netflix
▲ 14.19%
2
Close
Jan 25, 2024
CVS Health
▲ 9.51%
4
Close
Jan 13, 2024