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HSBC - New Portfolio

jon

HSBC
Individual Investor
Ranked #30,412 out of 807,613 TipRanks' Investors
Success Rate
81%
119 out of 147
profitable transactions
Average Return
15.81%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.45%
6-Month Return▲ 10.07%
12-Month Return▲ 17.88%
YTD Return▲ 10.37%
Total Return▲ 39.98%

Best Trade

Opened at
Closed at-
Gain▲ 227.14%

Bio

Performance

12.86%0-12.86%
▲ 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
▲ 3.34%
▲ 1.29%
▲ 1.29%
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%
▲ 3.34%▲ 1.29%▲ 1.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BlackRock Science & Technology Trust
1.59%
▲ 13.78%
20
Buy
Jul 04, 2025
Schwab US Dividend Equity ETF
0%
▲ 13.36%
4
Sell
Jul 02, 2025
Vanguard Information Technology ETF
0%
▲ 37.12%
4
Sell
Jul 02, 2025
ARK Next Generation Internet ETF
4.41%
▲ 3.07%
1
Open
Jul 02, 2025
Willdan Group
0.46%
▲ 7.15%
1
Open
Jul 02, 2025
First Trust RBA American Industrial Renaissance ETF
▲ 9.38%
3
Close
Jun 14, 2025
Global X Defense Tech ETF
5.29%
▲ 15.35%
2
Buy
Jun 07, 2025
Royal Caribbean
0.71%
▲ 167.70%
2
Sell
Jun 05, 2025
SES AI Corporation Class A
0.4%
▲ 2.37%
1
Open
Jun 05, 2025
Okta
▲ 18.07%
3
Close
Jun 04, 2025
Patria Investments
0.46%
▲ 7.68%
1
Open
Jun 04, 2025
Stride
0.34%
▼ 4.65%
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
Global X Uranium ETF
▼ 8.16%
2
Close
May 21, 2025
WisdomTree Efficient Gold Plus Equity Strategy Fund
15.55%
▲ 7.29%
1
Open
May 21, 2025
YieldMax TSLA Option Income Strategy ETF
1.39%
▲ 0.72%
2
Buy
May 16, 2025
YieldMax Ultra Option Income Strategy ETF
▲ 2.84%
3
Close
May 16, 2025
Manulife Financial
0.39%
▼ 3.04%
1
Open
May 16, 2025