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Capitael Rebalance - New Portfolio

Suveer Arora

Capitael Rebalance
Individual Investor
Ranked #149,479 out of 803,890 TipRanks' Investors
Success Rate
61%
213 out of 352
profitable transactions
Average Return
14.91%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.17%
6-Month Return▲ 12.06%
12-Month Return▲ 23.10%
YTD Return▲ 16.46%
Total Return▲ 126.10%

Best Trade

Opened at
Closed at-
Gain▲ 328.70%

Bio

Concentrated value - strive to outperform in the long run

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 9.14%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 7.67%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 8.20%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.02%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.80%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 1.39%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 9.85%
May 2025
▲ 3.57%
▲ 1.29%
▼ 1.59%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 9.14%
▲ 5.10%▼ 2.41%▼ 7.67%
▲ 6.03%▲ 2.69%▲ 8.20%
▼ 12.86%▼ 1.27%▼ 1.02%
▼ 1.80%▼ 5.57%▼ 0.80%
▲ 1.83%▼ 0.87%▲ 1.39%
▲ 12.21%▲ 6.28%▲ 9.85%
▲ 3.57%▲ 1.29%▼ 1.59%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Salesforce
15.96%
▼ 14.43%
17
Buy
May 12, 2025
ASML Holding
14.27%
▲ 24.03%
9
Buy
May 12, 2025
Uber Technologies
6.4%
▲ 6.04%
3
Buy
May 12, 2025
Berkshire Hathaway B
0.04%
▲ 23.01%
23
Sell
May 06, 2025
Adyen
12.93%
▲ 47.35%
25
Sell
Apr 25, 2025
Shopify
▼ 20.69%
3
Close
Mar 17, 2025
Mercadolibre
20.29%
▲ 28.57%
4
Buy
Mar 17, 2025
Advanced Micro Devices
▼ 26.29%
11
Close
Mar 14, 2025
Dell Technologies
▼ 18.75%
7
Close
Mar 14, 2025
Arch Capital Group
7.88%
▲ 2.78%
15
Sell
Mar 12, 2025
Sea
22.23%
▲ 139.48%
21
Buy
Dec 20, 2024
Micron
▼ 12.53%
17
Close
Nov 25, 2024
Stoneco
▼ 14.48%
12
Close
Oct 07, 2024
Block
▼ 0.25%
8
Close
Oct 07, 2024
Ulta Beauty
▲ 17.55%
11
Close
Sep 27, 2024
Applied Materials
▼ 11.56%
11
Close
Sep 17, 2024
ATOSS Software
▼ 1.04%
10
Close
Sep 13, 2024
Resmed
▲ 24.12%
10
Close
Sep 04, 2024
ASM International
▲ 33.67%
19
Close
Aug 20, 2024
AutoZone
▲ 25.69%
4
Close
Aug 15, 2024