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Growth Fund - New Portfolio

Waseem Swar

Growth Fund
Individual Investor
Ranked #95,336 out of 831,094 TipRanks' Investors
Success Rate
72%
426 out of 588
profitable transactions
Average Return
14.44%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.17%
6-Month Return▲ 9.54%
12-Month Return▲ 23.45%
YTD Return▲ 26.06%
Total Return▲ 59.31%

Best Trade

Opened at
Closed at-
Gain▲ 117.47%

Bio

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 6.14%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.39%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.35%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 1.32%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.14%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.18%
Oct 2025
▼ 3.44%
▲ 0.19%
▼ 0.20%
Nov 2025
▲ 0.26%
▲ 0.07%
▲ 0.11%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 6.14%
▲ 9.25%▲ 5.14%▲ 4.39%
▲ 7.60%▲ 2.30%▲ 2.35%
▲ 2.76%▲ 2.05%▲ 1.32%
▲ 12.88%▲ 3.56%▲ 0.14%
▲ 10.96%▲ 2.38%▲ 2.18%
▼ 3.44%▲ 0.19%▼ 0.20%
▲ 0.26%▲ 0.07%▲ 0.11%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
▲ 3.15%
21
Close
Aug 21, 2025
ServiceNow
8.89%
▲ 2.56%
19
Buy
Aug 21, 2025
Microsoft
8.89%
▲ 19.61%
25
Buy
Aug 21, 2025
Meta Platforms
8.15%
▲ 8.86%
21
Buy
Aug 21, 2025
Mastercard
8.78%
▲ 4.23%
21
Buy
Aug 21, 2025
Alphabet Class C
14.99%
▲ 65.98%
28
Buy
Aug 21, 2025
Broadcom
12.44%
▲ 47.82%
20
Open
Aug 21, 2025
Amazon
9.84%
▲ 20.84%
22
Buy
Aug 21, 2025
Costco
8.93%
▲ 3.90%
18
Open
Aug 21, 2025
ASML Holding
▲ 0.97%
12
Close
Aug 21, 2025
GE Aerospace
10.07%
▲ 3.86%
8
Buy
Aug 21, 2025
Moody's
9.02%
▲ 9.59%
16
Buy
Aug 21, 2025
Salesforce
▼ 4.61%
16
Close
Aug 01, 2025
S&P Global
▲ 10.12%
23
Close
Aug 01, 2025
Procter & Gamble
▼ 3.93%
4
Close
Aug 01, 2025
Berkshire Hathaway B
▼ 0.97%
2
Close
Aug 01, 2025
Palo Alto Networks
▲ 18.53%
16
Close
Jul 08, 2025
Transdigm Group
▲ 11.49%
20
Close
Jul 08, 2025
Intuitive Surgical
▲ 9.09%
17
Close
Jul 08, 2025
Arista Networks
▲ 36.41%
16
Close
Jul 08, 2025