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UBS - New Portfolio
Rafart
UBSIndividual Investor
Ranked #20,242 out of 817,143 TipRanks' Investors
Success Rate
152 out of 248
profitable transactions
profitable transactions
Average Return
98.02%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.12%
6-Month Return▲ 13.86%
12-Month Return▲ 24.99%
YTD Return▲ 10.61%
Total Return▲ 329.50%
Best Trade
Bio
All equity portfolio with a few foreign positions and some margin, designed for growth and dividend collection.
Performance
27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▼ 1.77%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.21%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 2.21%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 6.65%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.27%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 1.85%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 2.06%
Aug 2025
▲ 3.14%
▲ 0.59%
▲ 2.66%
Sep 2025
▼ 12.86%▼ 1.27%▼ 1.77%
▼ 1.80%▼ 5.57%▼ 8.21%
▲ 1.84%▼ 0.87%▲ 2.21%
▲ 12.20%▲ 6.28%▲ 6.65%
▲ 6.24%▲ 5.14%▲ 3.27%
▲ 27.87%▲ 2.30%▲ 1.85%
▲ 4.87%▲ 2.05%▲ 2.06%
▲ 3.14%▲ 0.59%▲ 2.66%
Recent Activity
PepsiCo
―
▲ 50.49%
10
Close
Mar 24, 2025
Trade Desk
―
▲ 88.33%
11
Close
Mar 24, 2025
Novo Nordisk
―
▼ 39.38%
2
Close
Mar 24, 2025
TSMC
4.29%
▲ 36.83%
1
Open
Mar 24, 2025
CrowdStrike Holdings
―
▼ 4.11%
4
Close
Aug 02, 2024
Walt Disney
―
▼ 14.20%
9
Close
Aug 02, 2024
Walmart
3.31%
▲ 189.84%
6
Buy
May 06, 2024
Nvidia
11.06%
▲ 701.73%
8
Buy
May 06, 2024
Accenture
―
▲ 34.25%
8
Close
May 06, 2024
Costco
2.83%
▲ 430.13%
9
Buy
May 06, 2024
Coca-Cola
2.18%
▲ 34.18%
9
Buy
May 06, 2024
Home Depot
2.21%
▲ 205.55%
8
Buy
May 06, 2024
Adobe
―
▲ 31.56%
4
Close
May 06, 2024
Amazon
4.8%
▲ 275.78%
11
Buy
May 06, 2024
Procter & Gamble
2.19%
▲ 24.07%
7
Buy
May 06, 2024
Visa
2.67%
▲ 233.87%
8
Buy
May 06, 2024
McDonald's
3.14%
▲ 62.28%
4
Buy
May 06, 2024
Ulta Beauty
―
▼ 29.76%
8
Close
May 06, 2024
Live Nation Entertainment
―
▲ 11.18%
2
Close
May 06, 2024
AstraZeneca
―
▲ 12.91%
2
Close
May 06, 2024