tiprankstipranks

HSBC - New Portfolio

jon

HSBC
Individual Investor
Ranked #20,074 out of 783,619 TipRanks' Investors
Success Rate
84%
98 out of 117
profitable transactions
Average Return
16.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.97%
6-Month Return▲ 13.79%
12-Month Return▲ 27.86%
YTD Return▲ 4.97%
Total Return▲ 33.12%

Best Trade

Opened at
Closed at-
Gain▲ 258.12%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 3.19%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 0.34%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.65%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.90%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 1.67%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.97%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.71%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 4.97%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 3.19%
▲ 8.13%▲ 1.21%▲ 0.34%
▼ 13.14%▲ 2.34%▲ 0.65%
▲ 2.93%▲ 2.10%▲ 1.90%
▲ 9.99%▼ 0.89%▲ 1.67%
▲ 26.04%▲ 5.96%▲ 7.97%
▲ 5.93%▼ 2.41%▼ 3.71%
▲ 3.19%▲ 2.68%▲ 4.97%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BlackRock Science & Technology Trust
1.55%
▲ 10.51%
14
Buy
Jan 20, 2025
PayPal Holdings
0.42%
▼ 2.44%
1
Open
Jan 17, 2025
Allstate
0.41%
▲ 4.26%
1
Open
Jan 04, 2025
ProShares UltraPro QQQ
1.95%
▲ 22.90%
5
Sell
Jan 03, 2025
GraniteShares 1.5x Long NVDA Daily ETF
1.92%
▼ 16.30%
3
Sell
Jan 03, 2025
VanEck Semiconductor ETF
1.57%
▲ 3.48%
2
Buy
Jan 03, 2025
Morgan Stanley Direct Lending Fund
1.8%
▲ 5.52%
3
Buy
Jan 03, 2025
LendingClub
0.37%
▼ 19.73%
1
Open
Dec 17, 2024
Q2 Holdings
0.42%
▼ 10.52%
1
Open
Dec 03, 2024
Realty Income
▲ 5.03%
5
Close
Nov 26, 2024
Kimco Realty
1.36%
▼ 10.03%
1
Open
Nov 26, 2024
YieldMax COIN Option Income Strategy ETF
7.77%
▲ 36.53%
2
Buy
Nov 25, 2024
Alpha Architect U.S. Quantitative Momentum ETF
2.06%
▼ 2.04%
1
Open
Nov 25, 2024
PepsiCo
0.39%
▼ 6.77%
2
Sell
Nov 21, 2024
Goldman Sachs S&P 500 Core Premium Income ETF
2.16%
▲ 3.46%
2
Buy
Nov 21, 2024
Cardinal Health
▲ 8.36%
3
Close
Nov 20, 2024
Celestica
0.61%
▲ 35.94%
1
Open
Nov 18, 2024
Utilities Select Sector SPDR Fund
▲ 9.18%
2
Close
Nov 05, 2024
Carnival
0.61%
▲ 26.90%
1
Open
Nov 05, 2024
Virtus Reaves Utilities ETF
10.32%
▲ 10.04%
1
Open
Nov 05, 2024