UBS - New Portfolio
Rafart
UBSIndividual Investor
Ranked #25,845 out of 858,896 TipRanks' Investors
Success Rate
149 out of 248
profitable transactions
profitable transactions
Average Return
103.81%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.15%
6-Month Return▲ 5.99%
12-Month Return▲ 26.51%
YTD Return▲ 0.63%
Total Return▲ 347.85%
Best Trade
Bio
All equity portfolio with a few foreign positions and some margin, designed for growth and dividend collection.
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 2.65%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.59%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.07%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.02%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.21%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 0.15%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 5.21%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 5.05%
Apr 2026
▲ 12.88%▲ 3.56%▲ 2.65%
▲ 10.96%▲ 2.38%▲ 3.59%
▼ 3.68%▲ 0.19%▲ 1.07%
▼ 0.10%▲ 0.08%▼ 1.02%
▲ 4.06%▲ 1.47%▲ 1.21%
▼ 1.12%▼ 0.86%▼ 0.15%
▲ 0.60%▼ 4.94%▼ 5.21%
▲ 4.89%▲ 4.48%▲ 5.05%
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
5.79%
▲ 106.55%
1
Open
Mar 24, 2025
CrowdStrike Holdings
―
▼ 4.11%
4
Close
Aug 02, 2024
Walt Disney
―
▼ 14.20%
9
Close
Aug 02, 2024
Walmart
3.7%
▲ 260.71%
6
Buy
May 06, 2024
Nvidia
11.16%
▲ 792.31%
8
Buy
May 06, 2024
Accenture
―
▲ 34.25%
8
Close
May 06, 2024
Costco
2.62%
▲ 446.17%
9
Buy
May 06, 2024
Coca-Cola
2.26%
▲ 52.05%
9
Buy
May 06, 2024
Home Depot
1.6%
▲ 148.69%
8
Buy
May 06, 2024
Adobe
―
▲ 31.56%
4
Close
May 06, 2024
Amazon
4.37%
▲ 279.82%
11
Buy
May 06, 2024
Procter & Gamble
1.8%
▲ 19.14%
7
Buy
May 06, 2024
Visa
2.13%
▲ 198.06%
8
Buy
May 06, 2024
McDonald's
2.76%
▲ 60.43%
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