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HSBC - New Portfolio

jon

HSBC
Individual Investor
Ranked #11,057 out of 769,291 TipRanks' Investors
Success Rate
90%
94 out of 105
profitable transactions
Average Return
15.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.35%
6-Month Return▲ 15.77%
12-Month Return-
YTD Return▲ 23.35%
Total Return▲ 30.43%

Best Trade

Opened at
Closed at-
Gain▲ 142.76%

Bio

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 4.00%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.81%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.20%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 0.34%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.65%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.91%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 1.61%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 6.96%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.00%
▲ 11.46%▲ 5.06%▲ 4.81%
▼ 2.25%▲ 3.53%▲ 3.20%
▲ 25.72%▲ 1.21%▲ 0.34%
▼ 4.22%▲ 2.34%▲ 0.65%
▲ 7.82%▲ 2.10%▲ 1.91%
▲ 5.70%▼ 0.89%▲ 1.61%
▲ 37.60%▲ 4.40%▲ 6.96%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PepsiCo
0.45%
▼ 2.42%
2
Sell
Nov 21, 2024
Goldman Sachs S&P 500 Core Premium Income ETF
2.31%
▲ 2.14%
2
Buy
Nov 21, 2024
Cardinal Health
▲ 8.36%
3
Close
Nov 20, 2024
Morgan Stanley Direct Lending Fund
0.94%
▲ 3.10%
2
Buy
Nov 20, 2024
Celestica
0.51%
▲ 8.90%
1
Open
Nov 18, 2024
BlackRock Science & Technology Trust
1.59%
▲ 6.78%
12
Buy
Nov 06, 2024
Utilities Select Sector SPDR Fund
▲ 9.18%
2
Close
Nov 05, 2024
Carnival
0.57%
▲ 12.92%
1
Open
Nov 05, 2024
Virtus Reaves Utilities ETF
11.15%
▲ 10.53%
1
Open
Nov 05, 2024
iShares Russell Top 200 Growth ETF
5.8%
▲ 17.91%
4
Buy
Oct 27, 2024
Simplify Health Care ETF
▲ 0.69%
3
Close
Oct 27, 2024
Permian Resources
0.52%
▲ 18.66%
1
Open
Oct 27, 2024
iShares Gold Trust Micro ETF of Benef Interest
1.12%
▼ 1.66%
1
Open
Oct 23, 2024
iShares Silver Trust
1.05%
▼ 8.69%
1
Open
Oct 23, 2024
Global X Uranium ETF
1.22%
▲ 4.85%
1
Open
Oct 23, 2024
Defiance R2000 Enhanced Options Income ETF
▲ 9.38%
4
Close
Oct 16, 2024
Defiance S&P 500 Enhanced Options & 0DTE Income ETF
▲ 12.35%
2
Close
Oct 16, 2024
Argan
0.62%
▲ 19.54%
1
Open
Oct 16, 2024
Invesco Aerospace & Defense ETF
2.51%
▲ 3.15%
1
Open
Oct 02, 2024
Powell Industries
0.6%
▲ 24.45%
1
Open
Oct 02, 2024