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US SWM - New Portfolio

US SWM
Individual Investor
Ranked #137,326 out of 824,625 TipRanks' Investors
Success Rate
62%
220 out of 354
profitable transactions
Average Return
26.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 15.53%
6-Month Return▲ 62.92%
12-Month Return▲ 47.97%
YTD Return▲ 53.59%
Total Return▼ 11.40%

Best Trade

Opened at
Closed at-
Gain▲ 1013.45%

Bio

Diversified

Performance

16.07%0-16.07%
▼ 6.38%
▼ 5.57%
▼ 7.78%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 6.74%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 15.73%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.65%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.95%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 2.11%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 9.17%
Sep 2025
▲ 6.63%
▲ 0.77%
▲ 16.07%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 7.78%
▲ 0.80%▼ 0.87%▲ 6.74%
▲ 11.63%▲ 6.28%▲ 15.73%
▲ 9.25%▲ 5.14%▲ 5.65%
▲ 7.60%▲ 2.30%▲ 2.95%
▲ 2.76%▲ 2.05%▼ 2.11%
▲ 12.88%▲ 3.56%▲ 9.17%
▲ 6.63%▲ 0.77%▲ 16.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Fluor
1.71%
▲ 27.41%
8
Buy
Oct 21, 2025
Endeavour Mining
1.6%
0.00%
1
Open
Oct 20, 2025
NEXTracker, Inc. Class A
1.1%
▲ 110.45%
12
Buy
Oct 16, 2025
Exosens
2.43%
▲ 14.82%
8
Buy
Oct 16, 2025
Eldorado Gold
2.48%
▲ 49.02%
6
Buy
Oct 15, 2025
2CRSI SA
3.78%
▲ 63.24%
8
Buy
Oct 15, 2025
Mercadolibre
2.26%
▲ 4.94%
6
Buy
Oct 10, 2025
Rocket Lab USA
0.92%
▲ 64.43%
2
Buy
Oct 10, 2025
Draganfly
0.48%
▼ 24.72%
1
Open
Oct 10, 2025
OHB SE
0%
▲ 71.48%
2
Sell
Oct 08, 2025
Veolia Environnement
2.13%
▲ 6.70%
6
Buy
Oct 07, 2025
Figma, Inc. Class A
1.66%
▼ 1.73%
2
Buy
Oct 07, 2025
Unusual Machines Inc.
1.75%
▲ 21.85%
5
Sell
Oct 05, 2025
MTU Aero Engines
0.78%
▲ 5.65%
1
Open
Sep 22, 2025
Appian
▼ 29.87%
5
Close
Sep 12, 2025
First Solar
▲ 41.24%
5
Close
Sep 12, 2025
OceanaGold
▲ 181.76%
4
Close
Sep 12, 2025
Xylem
0%
▲ 41.47%
3
Sell
Sep 12, 2025
Rigetti Computing
▲ 93.59%
5
Close
Sep 12, 2025
Power Solutions
▲ 118.29%
3
Close
Sep 12, 2025