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US SWM - New Portfolio

US SWM
Individual Investor
Ranked #213,752 out of 859,299 TipRanks' Investors
Success Rate
53%
219 out of 411
profitable transactions
Average Return
31.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.85%
6-Month Return▼ 8.56%
12-Month Return▲ 55.66%
YTD Return▲ 15.23%
Total Return▼ 17.24%

Best Trade

Opened at
Closed at-
Gain▲ 1293.89%

Bio

Diversified

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 9.09%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 10.00%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 9.47%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 4.82%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 9.78%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 1.73%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 3.54%
Mar 2026
▲ 12.62%
▲ 7.63%
▲ 6.96%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 9.09%
▲ 10.96%▲ 2.38%▲ 10.00%
▼ 3.68%▲ 0.19%▼ 9.47%
▼ 0.10%▲ 0.08%▼ 4.82%
▲ 4.06%▲ 1.47%▲ 9.78%
▼ 1.12%▼ 0.86%▲ 1.73%
▲ 0.60%▼ 4.94%▼ 3.54%
▲ 12.62%▲ 7.63%▲ 6.96%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Semco Technologies
1.37%
0.00%
1
Open
Apr 15, 2026
Genprex
0.23%
▼ 87.22%
16
Buy
Apr 11, 2026
Exosens
3.38%
▲ 46.45%
11
Buy
Apr 11, 2026
2CRSI SA
0%
▲ 316.02%
12
Sell
Apr 11, 2026
InMode
▼ 61.20%
9
Close
Apr 10, 2026
Mueller Industries
0%
▲ 144.92%
3
Sell
Apr 10, 2026
MongoDB
0%
▼ 3.48%
2
Sell
Apr 10, 2026
Embraer
0.9%
▼ 0.96%
1
Open
Apr 10, 2026
Nebius Group
1.04%
▲ 15.04%
1
Open
Apr 10, 2026
Universal Music Group
1.54%
▲ 3.84%
1
Open
Apr 10, 2026
Esco Technologies
1.03%
▼ 0.93%
1
Open
Apr 10, 2026
CrowdStrike Holdings
2.06%
▲ 49.92%
9
Buy
Apr 01, 2026
Gaztransport et technigaz
0%
▲ 60.64%
7
Sell
Apr 01, 2026
Eldorado Gold
2.81%
▲ 86.42%
7
Buy
Apr 01, 2026
Endeavour Silver
1.93%
▼ 8.27%
3
Buy
Apr 01, 2026
Nemetschek
2.88%
▼ 13.07%
2
Buy
Apr 01, 2026
Vertiv Holdings
4.01%
▲ 255.13%
3
Sell
Feb 21, 2026
Lynas Rare Earths
2%
▲ 55.18%
2
Sell
Feb 21, 2026
Trade Desk
▼ 62.14%
17
Close
Feb 19, 2026
United Rentals
2.49%
▼ 12.46%
3
Buy
Feb 12, 2026