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Swing - New Portfolio

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Swing
Individual Investor
Ranked #351,585 out of 803,751 TipRanks' Investors
Success Rate
100%
2 out of 2
profitable transactions
Average Return
5.61%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.57%
6-Month Return-
12-Month Return-
YTD Return▲ 5.76%
Total Return▲ 5.76%

Best Trade

Opened at
Closed at-
Gain▲ 8.47%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
Nov 2024
▲ 5.10%
▼ 2.41%
Dec 2024
▲ 6.03%
▲ 2.69%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.33%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 1.82%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 1.97%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 2.79%
May 2025
▲ 2.29%
▲ 1.29%
▲ 0.43%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%
▲ 5.10%▼ 2.41%
▲ 6.03%▲ 2.69%
▼ 12.86%▼ 1.27%▼ 1.33%
▼ 1.80%▼ 5.57%▲ 1.82%
▲ 1.83%▼ 0.87%▲ 1.97%
▲ 12.21%▲ 6.28%▲ 2.79%
▲ 2.29%▲ 1.29%▲ 0.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Rogers Sugar
48.85%
▲ 2.76%
1
Open
Feb 24, 2025
Plaza Retail REIT
51.15%
▲ 8.47%
1
Open
Feb 24, 2025