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2026 - New Portfolio

SRG

2026
Individual Investor
Ranked #378,389 out of 858,971 TipRanks' Investors
Success Rate
61%
26 out of 43
profitable transactions
Average Return
5.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.14%
6-Month Return▲ 2.19%
12-Month Return▲ 52.96%
YTD Return▼ 7.68%
Total Return▲ 101.35%

Best Trade

Opened at
Closed at-
Gain▲ 70.97%

Bio

Performance

14.33%0-14.33%
▲ 12.88%
▲ 3.56%
▲ 14.33%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.56%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 12.02%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 3.51%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 8.65%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 6.13%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 11.90%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 2.75%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 14.33%
▲ 10.96%▲ 2.38%▲ 2.56%
▼ 3.68%▲ 0.19%▲ 12.02%
▼ 0.10%▲ 0.08%▼ 3.51%
▲ 4.06%▲ 1.47%▲ 8.65%
▼ 1.12%▼ 0.86%▼ 6.13%
▲ 0.60%▼ 4.94%▼ 11.90%
▲ 7.53%▲ 5.50%▲ 2.75%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Coca-Cola
▲ 17.71%
6
Close
Feb 08, 2026
Alphabet Class A
▲ 16.39%
2
Close
Feb 08, 2026
Microsoft
34.91%
▼ 7.07%
1
Open
Feb 08, 2026
Adyen
63.57%
▼ 24.81%
1
Open
Feb 08, 2026
SAP SE
1.52%
▼ 18.53%
1
Open
Feb 08, 2026
Wolters Kluwer N.V.
▼ 5.12%
2
Close
Oct 20, 2025
HAL Trust
▲ 0.44%
2
Close
Oct 20, 2025
Koninklijke Ahold Delhaize N.V.
▲ 6.65%
2
Close
Oct 20, 2025
Shell (UK)
▲ 2.66%
2
Close
Oct 20, 2025
NN Group N.V.
▼ 1.17%
2
Close
Oct 20, 2025
Cardinal Health
▼ 0.44%
2
Close
Sep 30, 2025
ASML Holding NV
▲ 30.18%
2
Close
Sep 30, 2025
BE Semiconductor
▲ 11.61%
2
Close
Sep 30, 2025
Micron
▲ 26.52%
2
Close
Sep 11, 2025
Cushman & Wakefield
▲ 15.88%
2
Close
Aug 11, 2025
KBC Group
▲ 38.59%
3
Close
Feb 12, 2025
ASML Holding
▲ 8.44%
7
Close
Sep 21, 2024
Caterpillar
▲ 9.71%
4
Close
Sep 21, 2024
VanEck Semiconductor UCITS ETF Accum A USD
▲ 5.49%
2
Close
Sep 21, 2024
McDonald's
▼ 9.07%
2
Close
Apr 06, 2024