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US SWM - New Portfolio

US SWM
Individual Investor
Ranked #246,149 out of 804,211 TipRanks' Investors
Success Rate
55%
163 out of 296
profitable transactions
Average Return
10.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.76%
6-Month Return▲ 12.17%
12-Month Return▲ 23.17%
YTD Return▲ 14.20%
Total Return▼ 33.13%

Best Trade

Opened at
Closed at-
Gain▲ 576.53%

Bio

Diversified

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 6.49%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 7.74%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 5.84%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.99%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.78%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 6.73%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 15.72%
May 2025
▲ 4.89%
▲ 1.38%
▲ 1.86%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 6.49%
▲ 5.10%▼ 2.41%▼ 7.74%
▲ 6.03%▲ 2.69%▲ 5.84%
▼ 12.86%▼ 1.27%▼ 6.99%
▼ 1.80%▼ 5.57%▼ 7.78%
▲ 1.83%▼ 0.87%▲ 6.73%
▲ 12.21%▲ 6.28%▲ 15.72%
▲ 4.89%▲ 1.38%▲ 1.86%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Mercadolibre
3.35%
▲ 22.74%
5
Buy
Jun 18, 2025
RTX
3.33%
▲ 14.30%
5
Buy
Jun 14, 2025
Exosens
2.71%
▼ 1.53%
1
Open
Jun 14, 2025
CrowdStrike Holdings
1.65%
▲ 119.38%
6
Sell
Jun 04, 2025
QinetiQ
2.32%
▼ 4.60%
1
Open
Jun 03, 2025
Veeva Systems
2.37%
▲ 35.86%
6
Buy
May 29, 2025
AeroVironment
0%
▲ 26.06%
2
Sell
May 28, 2025
OHB SE
1.68%
▲ 3.59%
1
Open
May 26, 2025
Cleanspark
1.75%
▼ 33.90%
10
Buy
May 22, 2025
CoreWeave, Inc. Class A
0%
▲ 154.86%
3
Sell
May 22, 2025
OceanaGold
0%
▲ 108.56%
3
Sell
May 20, 2025
NEXTracker, Inc. Class A
0.84%
▲ 47.45%
11
Sell
May 16, 2025
Quanta Services
2.01%
▲ 4.01%
1
Open
May 16, 2025
AtkinsRealis
1.92%
▲ 6.34%
1
Open
May 16, 2025
Vertiv Holdings
4.57%
▲ 37.39%
2
Buy
May 12, 2025
Veolia Environnement
1.94%
▲ 8.37%
4
Buy
May 07, 2025
Maplebear
0%
▼ 8.78%
2
Sell
May 07, 2025
Rigetti Computing
1.61%
▲ 16.42%
3
Buy
May 07, 2025
Rheinmetall
4.47%
▲ 242.58%
4
Sell
May 02, 2025
Preformed Line Products Company
2.15%
▲ 27.14%
8
Buy
Apr 30, 2025