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Growth Fund - New Portfolio

Waseem Swar

Growth Fund
Individual Investor
Ranked #355,221 out of 795,507 TipRanks' Investors
Success Rate
44%
199 out of 449
profitable transactions
Average Return
0.15%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.65%
6-Month Return▲ 8.63%
12-Month Return▲ 28.50%
YTD Return▲ 1.00%
Total Return▲ 27.55%

Best Trade

Opened at
Closed at
Gain▲ 52.68%

Bio

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 3.04%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.75%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 4.87%
Nov 2024
▲ 5.34%
▼ 2.41%
▲ 2.13%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 6.67%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.92%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 0.96%
Mar 2025
▼ 13.55%
▼ 6.22%
▼ 2.39%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 3.04%
▲ 10.00%▼ 0.89%▼ 0.75%
▲ 25.98%▲ 5.96%▲ 4.87%
▲ 5.34%▼ 2.41%▲ 2.13%
▲ 5.99%▲ 2.69%▲ 6.67%
▼ 12.86%▼ 1.27%▼ 3.92%
▼ 1.80%▼ 5.57%▲ 0.96%
▼ 13.55%▼ 6.22%▼ 2.39%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
2.87%
▼ 2.30%
16
Buy
Apr 11, 2025
Palo Alto Networks
2.78%
▲ 1.42%
13
Buy
Apr 11, 2025
ServiceNow
2.79%
▲ 0.92%
14
Buy
Apr 11, 2025
Microsoft
2.8%
▲ 2.90%
20
Buy
Apr 11, 2025
Meta Platforms
2.72%
▼ 1.45%
16
Buy
Apr 11, 2025
Mastercard
2.79%
▼ 1.48%
16
Buy
Apr 11, 2025
Transdigm Group
2.75%
▼ 1.69%
17
Buy
Apr 11, 2025
Intuitive Surgical
2.74%
▲ 3.89%
14
Buy
Apr 11, 2025
Alphabet Class C
2.77%
▲ 0.46%
23
Buy
Apr 11, 2025
Salesforce
2.74%
▼ 3.95%
12
Buy
Apr 11, 2025
Broadcom
2.85%
▲ 7.52%
16
Buy
Apr 11, 2025
Arista Networks
2.73%
▼ 2.08%
13
Buy
Apr 11, 2025
Amazon
2.78%
▲ 5.09%
17
Buy
Apr 11, 2025
Tractor Supply
2.76%
▼ 1.70%
15
Buy
Apr 11, 2025
Costco
2.72%
▲ 3.29%
14
Buy
Apr 11, 2025
PepsiCo
2.72%
▼ 1.87%
19
Buy
Apr 11, 2025
Visa
2.79%
▼ 0.43%
18
Buy
Apr 11, 2025
S&P Global
2.75%
▼ 3.57%
19
Buy
Apr 11, 2025
Thermo Fisher
2.79%
▼ 6.72%
15
Buy
Apr 11, 2025
Applied Materials
2.85%
▲ 1.81%
13
Buy
Apr 11, 2025