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New Portfolio - New Portfolio

Jerry

New Portfolio
Individual Investor
Ranked #83,390 out of 747,696 TipRanks' Investors
Success Rate
67%
48 out of 72
profitable transactions
Average Return
15.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.03%
6-Month Return▲ 20.78%
12-Month Return▲ 54.70%
YTD Return▲ 32.18%
Total Return▲ 66.56%

Best Trade

Opened at
Closed at-
Gain▲ 116.62%

Bio

Mostly aggressive

Performance

29.87%0-29.87%
▲ 5.14%
▲ 4.57%
▲ 5.96%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 7.72%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.14%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 15.97%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 7.78%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.51%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.63%
Jun 2024
▲ 29.87%
▲ 0.88%
▲ 1.89%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 5.96%
▼ 1.87%▲ 1.59%▲ 7.72%
▲ 14.08%▲ 5.22%▲ 3.14%
▲ 5.05%▲ 3.27%▲ 15.97%
▼ 12.40%▼ 4.03%▼ 7.78%
▲ 11.46%▲ 5.06%▲ 8.51%
▼ 2.25%▲ 3.53%▲ 0.63%
▲ 29.87%▲ 0.88%▲ 1.89%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Corebridge Financial, Inc.
100%
▲ 47.92%
28
Sell
Jul 22, 2024
Meta Platforms
▼ 2.06%
6
Close
May 21, 2024
Invesco QQQ Trust
▲ 3.35%
2
Close
May 21, 2024
Nvidia
▲ 28.48%
2
Close
Mar 07, 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
Enterprise Products Partners
▲ 9.15%
12
Close
Nov 14, 2023
Apple
▲ 5.33%
8
Close
Sep 19, 2023
Microsoft
▲ 0.48%
2
Close
Sep 19, 2023
Coca-Cola
▼ 1.01%
6
Close
Jun 29, 2023
Chevron
▼ 2.51%
5
Close
Jun 12, 2023
Coterra Energy
▼ 0.77%
2
Close
Apr 18, 2023
Bank of America
▲ 1.01%
11
Close
Feb 10, 2023
General Dynamics
▲ 6.38%
4
Close
Nov 25, 2022
Alphabet Class C
▼ 19.26%
3
Close
Oct 28, 2022
Amazon
▼ 5.47%
3
Close
Sep 12, 2022
Boeing
▼ 6.80%
2
Close
Sep 09, 2022
Taiwan Semiconductor Manufacturing
▼ 6.95%
2
Close
Aug 10, 2022