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Growth Fund - New Portfolio

Waseem Swar

Growth Fund
Individual Investor
Ranked #56,108 out of 805,660 TipRanks' Investors
Success Rate
74%
413 out of 557
profitable transactions
Average Return
13.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.45%
6-Month Return▲ 14.45%
12-Month Return▲ 32.13%
YTD Return▲ 17.84%
Total Return▲ 48.81%

Best Trade

Opened at
Closed at-
Gain▲ 84.55%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 4.87%
Nov 2024
▲ 5.10%
▼ 2.41%
▲ 2.13%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 6.67%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.92%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 0.96%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 3.61%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 6.14%
May 2025
▲ 3.20%
▲ 4.12%
▲ 3.56%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 4.87%
▲ 5.10%▼ 2.41%▲ 2.13%
▲ 6.03%▲ 2.69%▲ 6.67%
▼ 12.86%▼ 1.27%▼ 3.92%
▼ 1.80%▼ 5.57%▲ 0.96%
▲ 1.83%▼ 0.87%▲ 3.61%
▲ 12.21%▲ 6.28%▲ 6.14%
▲ 3.20%▲ 4.12%▲ 3.56%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
2.42%
▼ 0.87%
18
Buy
Apr 15, 2025
Palo Alto Networks
2.82%
▲ 16.83%
15
Buy
Apr 15, 2025
ServiceNow
3.07%
▲ 25.91%
16
Buy
Apr 15, 2025
Microsoft
3.06%
▲ 22.60%
22
Buy
Apr 15, 2025
Meta Platforms
3.25%
▲ 26.75%
18
Buy
Apr 15, 2025
Mastercard
2.56%
▲ 4.90%
18
Buy
Apr 15, 2025
Transdigm Group
2.71%
▲ 10.22%
19
Buy
Apr 15, 2025
Intuitive Surgical
2.59%
▲ 10.21%
16
Buy
Apr 15, 2025
Alphabet Class C
2.66%
▲ 7.99%
25
Buy
Apr 15, 2025
Salesforce
2.55%
▲ 3.64%
14
Buy
Apr 15, 2025
Broadcom
3.62%
▲ 47.74%
18
Buy
Apr 15, 2025
Arista Networks
3.24%
▲ 31.44%
15
Buy
Apr 15, 2025
Amazon
2.92%
▲ 19.91%
19
Buy
Apr 15, 2025
Tractor Supply
2.38%
▼ 0.86%
17
Buy
Apr 15, 2025
Costco
2.39%
▲ 4.34%
16
Buy
Apr 15, 2025
PepsiCo
2.15%
▼ 7.64%
21
Buy
Apr 15, 2025
Visa
2.49%
▲ 3.61%
20
Buy
Apr 15, 2025
S&P Global
2.63%
▲ 5.89%
21
Buy
Apr 15, 2025
Thermo Fisher
2.22%
▼ 10.90%
17
Buy
Apr 15, 2025
Applied Materials
3.06%
▲ 26.46%
15
Buy
Apr 15, 2025