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Capitael Rebalance - New Portfolio

Suveer Arora

Capitael Rebalance
Individual Investor
Ranked #134,591 out of 793,836 TipRanks' Investors
Success Rate
59%
206 out of 348
profitable transactions
Average Return
12.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.59%
6-Month Return▲ 2.29%
12-Month Return▲ 19.29%
YTD Return▲ 6.60%
Total Return▲ 105.32%

Best Trade

Opened at
Closed at-
Gain▲ 254.12%

Bio

Concentrated value - strive to outperform in the long run

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 8.04%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.92%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 4.76%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 9.14%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 7.67%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 8.34%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.02%
Feb 2025
▼ 1.28%
▼ 6.20%
▼ 0.59%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 8.04%
▲ 2.93%▲ 2.10%▲ 4.92%
▲ 10.00%▼ 0.89%▼ 4.76%
▲ 26.01%▲ 5.96%▲ 9.14%
▲ 5.33%▼ 2.41%▼ 7.67%
▲ 5.89%▲ 2.69%▲ 8.34%
▼ 12.86%▼ 1.27%▼ 1.02%
▼ 1.28%▼ 6.20%▼ 0.59%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Shopify
▼ 20.69%
3
Close
Mar 17, 2025
Mercadolibre
17.8%
▲ 7.27%
4
Buy
Mar 17, 2025
Uber Technologies
5.58%
▼ 5.35%
2
Buy
Mar 17, 2025
Advanced Micro Devices
▼ 26.29%
11
Close
Mar 14, 2025
Dell Technologies
▼ 18.74%
7
Close
Mar 14, 2025
Arch Capital Group
8.64%
▲ 7.20%
15
Sell
Mar 12, 2025
ASML Holding
9.06%
▲ 22.74%
8
Sell
Feb 10, 2025
Berkshire Hathaway B
15.26%
▲ 26.60%
22
Sell
Dec 23, 2024
Sea
19.3%
▲ 97.82%
21
Buy
Dec 20, 2024
Salesforce
10.98%
▼ 16.10%
15
Buy
Dec 05, 2024
Adyen
13.38%
▲ 21.74%
24
Buy
Dec 05, 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