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US SWM - New Portfolio
US SWM
Individual Investor
Ranked #343,866 out of 834,064 TipRanks' Investors
Success Rate
192 out of 374
profitable transactions
profitable transactions
Average Return
16.19%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.53%
6-Month Return▲ 7.22%
12-Month Return▲ 24.88%
YTD Return▲ 27.55%
Total Return▼ 26.42%
Best Trade
Bio
Diversified
Performance
15.73%0-15.73%
▲ 11.63%
▲ 6.28%
▲ 15.73%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.65%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.80%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 2.11%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 9.09%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 10.00%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 9.43%
Nov 2025
▲ 1.61%
▲ 1.31%
▼ 3.03%
Dec 2025
▲ 11.63%▲ 6.28%▲ 15.73%
▲ 9.25%▲ 5.14%▲ 5.65%
▲ 7.60%▲ 2.30%▲ 2.80%
▲ 2.76%▲ 2.05%▼ 2.11%
▲ 12.88%▲ 3.56%▲ 9.09%
▲ 10.96%▲ 2.38%▲ 10.00%
▼ 3.57%▲ 0.19%▼ 9.43%
▲ 1.61%▲ 1.31%▼ 3.03%
Recent Activity
Fiserv
―
▼ 51.72%
7
Close
Dec 10, 2025
Arcadis NV
―
▼ 41.65%
3
Close
Dec 10, 2025
Sprouts Farmers
―
▼ 46.19%
7
Close
Dec 10, 2025
McCormick & Company
―
▼ 17.57%
2
Close
Dec 10, 2025
Lumentum Holdings
1.64%
▲ 6.77%
1
Open
Dec 10, 2025
Sterling Infrastructure
3.72%
▲ 259.87%
10
Buy
Nov 14, 2025
Nu Holdings
2.82%
▲ 16.71%
4
Buy
Nov 14, 2025
Veeva Systems
1.7%
▲ 0.44%
8
Buy
Nov 11, 2025
Rocket Lab USA
1.19%
▲ 64.38%
3
Buy
Nov 11, 2025
Snowflake
0.75%
▲ 5.77%
2
Buy
Nov 11, 2025
Unusual Machines Inc.
2.05%
▲ 16.72%
6
Buy
Nov 10, 2025
Lynas Rare Earths
2.13%
▼ 11.31%
1
Open
Nov 10, 2025
Genprex
0.3%
▼ 90.79%
15
Buy
Nov 07, 2025
Inventiva
1.5%
▲ 11.72%
1
Open
Nov 07, 2025
2CRSI SA
3.89%
▲ 29.97%
9
Buy
Nov 03, 2025
Teradyne
0%
▲ 56.13%
5
Sell
Oct 30, 2025
Chipotle
0%
▼ 32.23%
7
Sell
Oct 30, 2025
Draganfly
0.68%
▼ 25.60%
2
Buy
Oct 25, 2025
Nextpower Inc
1.53%
▲ 103.96%
13
Buy
Oct 24, 2025
Endeavour Mining
2.23%
▲ 18.14%
2
Buy
Oct 24, 2025