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Growth Fund - New Portfolio

Waseem Swar

Growth Fund
Individual Investor
Ranked #102,061 out of 833,817 TipRanks' Investors
Success Rate
72%
423 out of 588
profitable transactions
Average Return
14.55%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.15%
6-Month Return▲ 8.39%
12-Month Return▲ 23.36%
YTD Return▲ 27.42%
Total Return▲ 61.03%

Best Trade

Opened at
Closed at-
Gain▲ 114.25%

Bio

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 6.15%
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
▼ 3.57%
▲ 0.19%
▲ 0.01%
Nov 2025
▲ 1.45%
▲ 1.32%
▲ 0.99%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 6.15%
▲ 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%
▼ 3.57%▲ 0.19%▲ 0.01%
▲ 1.45%▲ 1.32%▲ 0.99%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
▲ 3.15%
21
Close
Aug 21, 2025
ServiceNow
8.11%
▼ 4.99%
19
Buy
Aug 21, 2025
Microsoft
9.09%
▲ 19.83%
25
Buy
Aug 21, 2025
Meta Platforms
8.51%
▲ 12.93%
21
Buy
Aug 21, 2025
Mastercard
9.2%
▲ 8.27%
21
Buy
Aug 21, 2025
Alphabet Class C
14.77%
▲ 63.99%
28
Buy
Aug 21, 2025
Broadcom
11.46%
▲ 47.18%
20
Open
Aug 21, 2025
Amazon
9.85%
▲ 20.84%
22
Buy
Aug 21, 2025
Costco
8.45%
▲ 3.56%
18
Open
Aug 21, 2025
ASML Holding
▲ 0.97%
12
Close
Aug 21, 2025
GE Aerospace
11.06%
▲ 9.12%
8
Buy
Aug 21, 2025
Moody's
9.5%
▲ 15.22%
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