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US SWM - New Portfolio

US SWM
Individual Investor
Ranked #456,746 out of 789,725 TipRanks' Investors
Success Rate
44%
111 out of 253
profitable transactions
Average Return
-1.47%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.12%
6-Month Return▲ 27.92%
12-Month Return▲ 5.20%
YTD Return▼ 1.44%
Total Return▼ 42.13%

Best Trade

Opened at
Closed at-
Gain▲ 288.78%

Bio

Diversified

Performance

26.22%0-26.22%
▲ 8.13%
▲ 1.21%
▲ 1.39%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 6.40%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 4.31%
Sep 2024
▲ 10.01%
▼ 0.89%
▲ 26.22%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.62%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 7.81%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 5.97%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.99%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 1.39%
▼ 13.14%▲ 2.34%▼ 6.40%
▲ 2.93%▲ 2.10%▼ 4.31%
▲ 10.01%▼ 0.89%▲ 26.22%
▲ 26.01%▲ 5.96%▲ 6.62%
▲ 5.96%▼ 2.41%▼ 7.81%
▲ 5.25%▲ 2.69%▲ 5.97%
▼ 12.86%▼ 1.27%▼ 6.99%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Hochtief
5.03%
▼ 0.79%
1
Open
Feb 21, 2025
Trade Desk
2.26%
▼ 11.82%
8
Buy
Feb 14, 2025
Sterling Construction
2.73%
▲ 118.58%
5
Buy
Feb 14, 2025
HEICO
▲ 14.32%
4
Close
Feb 14, 2025
Gaztransport et technigaz
4.09%
▲ 13.37%
4
Buy
Feb 10, 2025
Ceragon Networks
0.45%
▼ 41.88%
1
Open
Feb 09, 2025
DXP Enterprises
0.97%
▼ 11.68%
1
Open
Feb 09, 2025
Power Solutions
0.45%
▼ 22.84%
1
Open
Feb 09, 2025
NEXTracker, Inc. Class A
1.89%
▲ 8.36%
8
Buy
Feb 05, 2025
Fluor
1.84%
▲ 1.70%
6
Buy
Feb 02, 2025
Eldorado Gold
3.32%
▼ 13.77%
5
Buy
Feb 01, 2025
Vertex Pharmaceuticals
2.57%
▲ 3.92%
1
Open
Jan 31, 2025
Rigetti Computing
0.91%
▼ 35.76%
1
Open
Jan 31, 2025
Chart Industries
1.53%
▼ 12.73%
1
Open
Jan 21, 2025
Snowflake
0.95%
▲ 2.06%
1
Open
Jan 21, 2025
Veolia Environnement
2.24%
▲ 2.64%
3
Buy
Jan 19, 2025
Pure Storage
1.41%
▼ 21.92%
2
Buy
Jan 19, 2025
Cleanspark
1.29%
▼ 50.52%
7
Buy
Jan 05, 2025
Cloudflare
▲ 34.58%
7
Close
Jan 04, 2025
Arcadium Lithium Plc
▲ 37.94%
5
Close
Jan 04, 2025