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US SWM - New Portfolio

US SWM
Individual Investor
Ranked #155,113 out of 808,802 TipRanks' Investors
Success Rate
61%
190 out of 311
profitable transactions
Average Return
17.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.38%
6-Month Return▲ 19.70%
12-Month Return▲ 36.68%
YTD Return▲ 25.82%
Total Return▼ 26.32%

Best Trade

Opened at
Closed at-
Gain▲ 666.17%

Bio

Diversified

Performance

15.72%0-15.72%
▲ 5.10%
▼ 2.41%
▼ 7.74%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 5.85%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.99%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.78%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 6.76%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 15.72%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.64%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 6.18%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 7.74%
▲ 6.03%▲ 2.69%▲ 5.85%
▼ 12.86%▼ 1.27%▼ 6.99%
▼ 1.80%▼ 5.57%▼ 7.78%
▲ 1.84%▼ 0.87%▲ 6.76%
▲ 12.20%▲ 6.28%▲ 15.72%
▲ 6.24%▲ 5.14%▲ 5.64%
▲ 14.83%▲ 1.65%▲ 6.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Quantum Computing
1.84%
▼ 0.59%
3
Buy
Jul 10, 2025
Geo Group
0.88%
▼ 8.98%
2
Buy
Jul 07, 2025
Coinbase Global
2.87%
▲ 72.04%
6
Buy
Jul 05, 2025
Exosens
3.29%
▲ 0.18%
3
Buy
Jul 05, 2025
2CRSI SA
2.45%
▲ 31.01%
1
Open
Jul 05, 2025
Thales
4.71%
▲ 20.60%
4
Buy
Jul 02, 2025
Rigetti Computing
0%
▲ 73.82%
4
Sell
Jul 02, 2025
Duolingo
1.26%
▼ 11.99%
1
Open
Jun 27, 2025
Genprex
0.36%
▼ 68.80%
11
Buy
Jun 25, 2025
Veralto Corporation
0%
▲ 5.51%
2
Sell
Jun 25, 2025
AtkinsRealis
1.99%
▲ 4.10%
1
Open
Jun 25, 2025
Fiserv
0.97%
▲ 21.37%
6
Buy
Jun 24, 2025
Nexans
4.34%
▲ 22.85%
2
Buy
Jun 24, 2025
Circle Internet Group, Inc. Class A
0.82%
▲ 5.58%
1
Open
Jun 24, 2025
Mercadolibre
2.73%
▲ 16.18%
5
Buy
Jun 18, 2025
RTX
2.82%
▲ 16.62%
5
Buy
Jun 14, 2025
CrowdStrike Holdings
1.31%
▲ 109.48%
6
Sell
Jun 04, 2025
QinetiQ
1.85%
▼ 7.32%
1
Open
Jun 03, 2025
Veeva Systems
1.93%
▲ 33.24%
6
Buy
May 29, 2025
AeroVironment
0%
▲ 86.05%
2
Sell
May 28, 2025