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Capitael Rebalance - New Portfolio

Suveer Arora

Capitael Rebalance
Individual Investor
Ranked #177,046 out of 816,888 TipRanks' Investors
Success Rate
61%
226 out of 368
profitable transactions
Average Return
15.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.12%
6-Month Return▲ 13.56%
12-Month Return▲ 27.59%
YTD Return▲ 20.34%
Total Return▲ 133.74%

Best Trade

Opened at
Closed at-
Gain▲ 419.30%

Bio

Concentrated value - strive to outperform in the long run

Performance

27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▼ 1.02%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.80%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 1.39%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 9.85%
May 2025
▲ 6.24%
▲ 5.14%
▼ 2.56%
Jun 2025
▲ 27.87%
▲ 2.30%
▼ 4.61%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 7.31%
Aug 2025
▲ 1.52%
▲ 0.34%
▲ 2.09%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 1.02%
▼ 1.80%▼ 5.57%▼ 0.80%
▲ 1.84%▼ 0.87%▲ 1.39%
▲ 12.20%▲ 6.28%▲ 9.85%
▲ 6.24%▲ 5.14%▼ 2.56%
▲ 27.87%▲ 2.30%▼ 4.61%
▲ 4.87%▲ 2.05%▲ 7.31%
▲ 1.52%▲ 0.34%▲ 2.09%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ASML Holding
▲ 24.52%
12
Close
Sep 05, 2025
Adyen
▲ 25.63%
29
Close
Sep 05, 2025
Arch Capital Group
▲ 2.82%
18
Close
Sep 05, 2025
Nu Holdings
5.2%
▲ 0.24%
2
Buy
Aug 28, 2025
Mercadolibre
5.08%
▲ 21.37%
8
Sell
Aug 27, 2025
Bank of America
10.82%
▼ 0.66%
1
Open
Aug 27, 2025
Berkshire Hathaway B
▲ 21.84%
24
Close
Aug 18, 2025
Salesforce
▼ 16.54%
20
Close
Aug 18, 2025
Broadcom
20.19%
▲ 11.03%
6
Sell
Aug 16, 2025
Zoetis
7.95%
▼ 9.90%
16
Open
Aug 16, 2025
Apple
▲ 38.71%
2
Close
Aug 16, 2025
Palantir Technologies
▲ 7.88%
3
Close
Aug 16, 2025
JD
13.45%
▼ 1.01%
1
Open
Aug 16, 2025
Sea
13.43%
▲ 179.19%
24
Sell
Aug 11, 2025
Intel
9.96%
▲ 2.70%
9
Buy
Aug 05, 2025
Uber Technologies
13.91%
▲ 10.08%
5
Sell
Aug 05, 2025
Shopify
▼ 20.69%
3
Close
Mar 17, 2025
Advanced Micro Devices
▼ 26.29%
11
Close
Mar 14, 2025
Dell Technologies
▼ 18.75%
7
Close
Mar 14, 2025
Micron
▼ 12.53%
17
Close
Nov 25, 2024