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US SWM - New Portfolio

US SWM
Individual Investor
Ranked #134,061 out of 861,598 TipRanks' Investors
Success Rate
56%
235 out of 417
profitable transactions
Average Return
47.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.98%
6-Month Return▲ 12.49%
12-Month Return▲ 51.15%
YTD Return▲ 23.45%
Total Return▼ 11.33%

Best Trade

Opened at
Closed at-
Gain▲ 2608.50%

Bio

Diversified

Performance

16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▲ 10.00%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 9.47%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 4.82%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 9.78%
Jan 2026
▼ 1.27%
▼ 0.86%
▲ 1.77%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 3.54%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 7.39%
Apr 2026
▲ 4.91%
▲ 2.11%
▲ 6.67%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▲ 10.00%
▼ 3.68%▲ 0.19%▼ 9.47%
▼ 0.10%▲ 0.08%▼ 4.82%
▲ 4.06%▲ 1.47%▲ 9.78%
▼ 1.27%▼ 0.86%▲ 1.77%
▲ 0.52%▼ 4.94%▼ 3.54%
▲ 16.06%▲ 10.51%▲ 7.39%
▲ 4.91%▲ 2.11%▲ 6.67%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Sterling Infrastructure
5.28%
▲ 907.50%
11
Sell
May 06, 2026
Veolia Environnement
1.92%
▲ 25.97%
7
Buy
May 02, 2026
Trane Technologies
1.45%
▲ 20.45%
6
Buy
Apr 18, 2026
United Rentals
3.56%
▲ 12.43%
4
Buy
Apr 18, 2026
BWX Technologies
1.54%
▲ 2.00%
5
Buy
Apr 18, 2026
Nemetschek
2.94%
▼ 4.26%
3
Buy
Apr 16, 2026
Semco Technologies
1.53%
▲ 20.75%
1
Open
Apr 15, 2026
Genprex
0.16%
▼ 91.11%
16
Buy
Apr 11, 2026
Exosens
3.14%
▲ 41.39%
11
Buy
Apr 11, 2026
2CRSI SA
0%
▲ 308.89%
12
Sell
Apr 11, 2026
InMode
▼ 61.20%
9
Close
Apr 10, 2026
Mueller Industries
0%
▲ 182.41%
3
Sell
Apr 10, 2026
MongoDB
0%
▲ 4.90%
2
Sell
Apr 10, 2026
Embraer
0.82%
▼ 0.58%
1
Open
Apr 10, 2026
Nebius Group
1.16%
▲ 34.57%
1
Open
Apr 10, 2026
Universal Music Group
1.36%
▼ 1.42%
1
Open
Apr 10, 2026
Esco Technologies
1%
▲ 8.05%
1
Open
Apr 10, 2026
CrowdStrike Holdings
2.23%
▲ 70.67%
9
Buy
Apr 01, 2026
Gaztransport et technigaz
0%
▲ 68.98%
7
Sell
Apr 01, 2026
Eldorado Gold
2.26%
▲ 69.89%
7
Buy
Apr 01, 2026