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HSBC - New Portfolio

jon

HSBC
Individual Investor
Ranked #31,348 out of 811,229 TipRanks' Investors
Success Rate
80%
120 out of 150
profitable transactions
Average Return
17.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.97%
6-Month Return▲ 8.52%
12-Month Return▲ 28.34%
YTD Return▲ 13.40%
Total Return▲ 43.82%

Best Trade

Opened at
Closed at-
Gain▲ 209.26%

Bio

Performance

29.14%0-29.14%
▲ 5.10%
▼ 2.41%
▼ 3.72%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 4.50%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.71%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.83%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 1.26%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 8.99%
May 2025
▲ 6.24%
▲ 5.14%
▲ 6.42%
Jun 2025
▲ 29.14%
▲ 2.30%
▲ 4.07%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 3.72%
▲ 6.03%▲ 2.69%▲ 4.50%
▼ 12.86%▼ 1.27%▼ 4.71%
▼ 1.80%▼ 5.57%▼ 6.83%
▲ 1.84%▼ 0.87%▲ 1.26%
▲ 12.20%▲ 6.28%▲ 8.99%
▲ 6.24%▲ 5.14%▲ 6.42%
▲ 29.14%▲ 2.30%▲ 4.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
YieldMax COIN Option Income Strategy ETF
▲ 41.57%
4
Close
Jul 31, 2025
YieldMax AMD Option Income Strategy ETF
4.7%
▼ 1.33%
1
Open
Jul 30, 2025
Kimco Realty
▼ 10.91%
3
Close
Jul 29, 2025
VanEck Semiconductor ETF
3.21%
▲ 14.83%
4
Buy
Jul 28, 2025
Schwab US Dividend Equity ETF
▲ 11.83%
5
Close
Jul 17, 2025
Vanguard Information Technology ETF
▲ 39.42%
5
Close
Jul 17, 2025
DXP Enterprises
0.46%
▲ 16.49%
1
Open
Jul 16, 2025
BlackRock Science & Technology Trust
1.58%
▲ 16.80%
20
Buy
Jul 04, 2025
ARK Next Generation Internet ETF
4.49%
▲ 7.97%
1
Open
Jul 02, 2025
Willdan Group
0.52%
▲ 25.77%
1
Open
Jul 02, 2025
First Trust RBA American Industrial Renaissance ETF
▲ 9.38%
3
Close
Jun 14, 2025
Global X Defense Tech ETF
5.23%
▲ 17.26%
2
Buy
Jun 07, 2025
Royal Caribbean
0.65%
▲ 149.28%
2
Sell
Jun 05, 2025
SES AI Corporation Class A
0.53%
▲ 40.09%
1
Open
Jun 05, 2025
Okta
▲ 18.07%
3
Close
Jun 04, 2025
Patria Investments
0.45%
▲ 8.22%
1
Open
Jun 04, 2025
Stride
0.31%
▼ 10.05%
1
Open
Jun 03, 2025
Vanguard S&P 500 ETF
▲ 24.55%
6
Close
May 21, 2025
iShares Gold Trust Micro ETF of Benef Interest
▲ 22.10%
2
Close
May 21, 2025
iShares Silver Trust
▼ 0.65%
2
Close
May 21, 2025