tiprankstipranks

US SWM - New Portfolio

US SWM
Individual Investor
Ranked #317,336 out of 783,334 TipRanks' Investors
Success Rate
54%
130 out of 240
profitable transactions
Average Return
5.09%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.12%
6-Month Return▲ 15.86%
12-Month Return▲ 18.12%
YTD Return▲ 4.12%
Total Return▼ 38.78%

Best Trade

Opened at
Closed at-
Gain▲ 331.27%

Bio

Diversified

Performance

26.25%0-26.25%
▲ 9.79%
▲ 3.53%
▼ 4.40%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 1.39%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 6.40%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 4.31%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 26.25%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.64%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 7.72%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 4.12%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 4.40%
▲ 8.13%▲ 1.21%▲ 1.39%
▼ 13.14%▲ 2.34%▼ 6.40%
▲ 2.93%▲ 2.10%▼ 4.31%
▲ 9.99%▼ 0.89%▲ 26.25%
▲ 26.04%▲ 5.96%▲ 6.64%
▲ 5.93%▼ 2.41%▼ 7.72%
▲ 3.19%▲ 2.68%▲ 4.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Chart Industries
1.83%
▼ 5.86%
1
Open
Jan 21, 2025
Snowflake
1.04%
▲ 5.39%
1
Open
Jan 21, 2025
Veolia Environnement
2.32%
▼ 2.29%
3
Buy
Jan 19, 2025
Pure Storage
1.98%
▲ 0.65%
2
Buy
Jan 19, 2025
Cleanspark
1.9%
▼ 36.46%
7
Buy
Jan 05, 2025
Cloudflare
▲ 34.58%
7
Close
Jan 04, 2025
Arcadium Lithium Plc
▲ 37.94%
5
Close
Jan 04, 2025
Chipotle
2.05%
▼ 1.96%
4
Buy
Jan 04, 2025
Arcadis NV
0%
▼ 13.71%
2
Sell
Jan 04, 2025
MongoDB
1.25%
▲ 10.07%
1
Open
Jan 04, 2025
Brookfield Corporation
1.44%
▲ 5.26%
1
Open
Jan 04, 2025
Geo Group
1.46%
▲ 7.77%
1
Open
Jan 04, 2025
Rocket Lab USA
0.66%
▲ 0.24%
1
Open
Jan 04, 2025
Broadcom
3.99%
▲ 13.77%
4
Buy
Dec 13, 2024
Livent
▼ 39.16%
4
Close
Dec 09, 2024
McCormick & Company
2.25%
▼ 3.24%
1
Open
Dec 09, 2024
Nu Holdings
4.67%
▼ 5.69%
2
Buy
Dec 03, 2024
Sprouts Farmers
2.71%
▲ 6.77%
3
Buy
Nov 27, 2024
Thales
4.66%
▲ 3.39%
1
Open
Nov 22, 2024
Dassault Systemes SA
▼ 14.04%
4
Close
Nov 12, 2024