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HSBC
- New Portfolio
Performance
Portfolio Details
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
Asset
Brinker Int... (EAT)
Opened at
Apr 01, 2024
Closed at
-
Gain
▲ 142.76%
Bio
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
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 Average
S&P 500
Investor 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
PEP
PepsiCo
0.45%
▼ 2.42%
2
Sell
Nov 21, 2024
GPIX
Goldman Sachs S&P 500 Core Premium Income ETF
2.31%
▲ 2.14%
2
Buy
Nov 21, 2024
CAH
Cardinal Health
―
▲ 8.36%
3
Close
Nov 20, 2024
MSDL
Morgan Stanley Direct Lending Fund
0.94%
▲ 3.10%
2
Buy
Nov 20, 2024
CLS
Celestica
0.51%
▲ 8.90%
1
Open
Nov 18, 2024
BST
BlackRock Science & Technology Trust
1.59%
▲ 6.78%
12
Buy
Nov 06, 2024
XLU
Utilities Select Sector SPDR Fund
―
▲ 9.18%
2
Close
Nov 05, 2024
CCL
Carnival
0.57%
▲ 12.92%
1
Open
Nov 05, 2024
UTES
Virtus Reaves Utilities ETF
11.15%
▲ 10.53%
1
Open
Nov 05, 2024
IWY
iShares Russell Top 200 Growth ETF
5.8%
▲ 17.91%
4
Buy
Oct 27, 2024
PINK
Simplify Health Care ETF
―
▲ 0.69%
3
Close
Oct 27, 2024
PR
Permian Resources
0.52%
▲ 18.66%
1
Open
Oct 27, 2024
IAUM
iShares Gold Trust Micro ETF of Benef Interest
1.12%
▼ 1.66%
1
Open
Oct 23, 2024
SLV
iShares Silver Trust
1.05%
▼ 8.69%
1
Open
Oct 23, 2024
URA
Global X Uranium ETF
1.22%
▲ 4.85%
1
Open
Oct 23, 2024
IWMY
Defiance R2000 Enhanced Options Income ETF
―
▲ 9.38%
4
Close
Oct 16, 2024
WDTE
Defiance S&P 500 Enhanced Options & 0DTE Income ETF
―
▲ 12.35%
2
Close
Oct 16, 2024
AGX
Argan
0.62%
▲ 19.54%
1
Open
Oct 16, 2024
PPA
Invesco Aerospace & Defense ETF
2.51%
▲ 3.15%
1
Open
Oct 02, 2024
POWL
Powell Industries
0.6%
▲ 24.45%
1
Open
Oct 02, 2024
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