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New Portfolio - New Portfolio

simwai

New Portfolio
Individual Investor
Ranked #26,186 out of 852,437 TipRanks' Investors
Success Rate
84%
96 out of 115
profitable transactions
Average Return
26.99%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.56%
6-Month Return▲ 2.46%
12-Month Return▲ 20.46%
YTD Return▲ 1.13%
Total Return▲ 110.27%

Best Trade

Opened at
Closed at
Gain▲ 291.01%

Bio

Trying to hustle on a demo portfolio

Performance

12.88%0-12.88%
▲ 7.60%
▲ 2.30%
▲ 1.58%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.48%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.37%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 4.98%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 2.00%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 2.08%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.58%
Jan 2026
▲ 0.66%
▼ 0.35%
▼ 0.45%
Feb 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 7.60%▲ 2.30%▲ 1.58%
▲ 2.76%▲ 2.05%▲ 3.48%
▲ 12.88%▲ 3.56%▲ 3.37%
▲ 10.96%▲ 2.38%▼ 4.98%
▼ 3.58%▲ 0.19%▲ 2.00%
▼ 0.10%▲ 0.08%▼ 2.08%
▲ 4.06%▲ 1.47%▲ 1.58%
▲ 0.66%▼ 0.35%▼ 0.45%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Travelers Companies
6.05%
▲ 1.55%
2
Buy
Feb 01, 2026
Arch Capital Group
7.49%
▲ 1.46%
2
Buy
Feb 01, 2026
Aon
7.29%
▼ 0.79%
2
Buy
Feb 01, 2026
First Citizens BancShares
▲ 11.74%
2
Close
Jan 20, 2026
Qualcomm
▲ 8.78%
2
Close
Dec 29, 2025
Oscar Health
▲ 18.34%
4
Close
Dec 25, 2025
Infosys
▲ 3.68%
4
Close
Dec 23, 2025
BNP Paribas
▲ 9.67%
2
Close
Dec 23, 2025
Interactive Brokers
▲ 102.41%
4
Close
Dec 01, 2025
Regeneron
▲ 33.19%
2
Close
Dec 01, 2025
International General Insurance Holdings
▲ 5.64%
2
Close
Nov 29, 2025
Investec Limited
▲ 34.11%
5
Close
Nov 12, 2025
Exelixis
▲ 15.44%
2
Close
Nov 12, 2025
Alibaba
▲ 55.21%
4
Close
Sep 07, 2025
Axis Capital
▲ 59.86%
5
Close
Sep 07, 2025
UniCredit SpA
▲ 45.84%
3
Close
Sep 07, 2025
Techtronic Industries
7.65%
▲ 34.86%
4
Buy
Sep 07, 2025
Tri Pointe
5.21%
▲ 3.68%
4
Buy
Sep 07, 2025
Enterprise Financial Services
9.52%
▼ 3.67%
1
Open
Sep 07, 2025
Skyward Specialty Insurance Group, Inc.
7.34%
▼ 11.91%
1
Open
Sep 07, 2025