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US SWM - New Portfolio

US SWM
Individual Investor
Ranked #249,369 out of 827,859 TipRanks' Investors
Success Rate
55%
200 out of 367
profitable transactions
Average Return
21.73%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.69%
6-Month Return▲ 28.71%
12-Month Return▲ 23.64%
YTD Return▲ 37.55%
Total Return▼ 20.65%

Best Trade

Opened at
Closed at-
Gain▲ 1065.10%

Bio

Diversified

Performance

15.73%0-15.73%
▲ 0.80%
▼ 0.87%
▲ 6.74%
Apr 2025
▲ 11.64%
▲ 6.28%
▲ 15.73%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.65%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.95%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 2.11%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 9.17%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 10.00%
Oct 2025
▼ 1.52%
▼ 0.09%
▼ 5.50%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▲ 6.74%
▲ 11.64%▲ 6.28%▲ 15.73%
▲ 9.25%▲ 5.14%▲ 5.65%
▲ 7.60%▲ 2.30%▲ 2.95%
▲ 2.76%▲ 2.05%▼ 2.11%
▲ 12.88%▲ 3.56%▲ 9.17%
▲ 10.96%▲ 2.38%▲ 10.00%
▼ 1.52%▼ 0.09%▼ 5.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Veeva Systems
2.28%
▲ 38.54%
8
Buy
Nov 11, 2025
Rocket Lab USA
0.87%
▲ 28.83%
3
Buy
Nov 11, 2025
Snowflake
0.92%
▲ 56.32%
2
Buy
Nov 11, 2025
Unusual Machines Inc.
1.84%
▲ 3.81%
6
Buy
Nov 10, 2025
Lynas Rare Earths
2.36%
▼ 2.53%
1
Open
Nov 10, 2025
Genprex
0.69%
▼ 79.17%
15
Buy
Nov 07, 2025
Inventiva
1.31%
▼ 3.49%
1
Open
Nov 07, 2025
2CRSI SA
4.25%
▲ 43.46%
9
Buy
Nov 03, 2025
Sprouts Farmers
0%
▼ 47.84%
6
Sell
Oct 31, 2025
Teradyne
0%
▲ 39.01%
5
Sell
Oct 30, 2025
Chipotle
0%
▼ 46.57%
7
Sell
Oct 30, 2025
Draganfly
0.68%
▼ 24.26%
2
Buy
Oct 25, 2025
NEXTracker, Inc. Class A
1.79%
▲ 136.57%
13
Buy
Oct 24, 2025
Endeavour Mining
1.73%
▼ 7.02%
2
Buy
Oct 24, 2025
United Rentals
1.45%
▼ 6.39%
1
Open
Oct 24, 2025
Fluor
1.54%
▲ 15.24%
8
Buy
Oct 21, 2025
Exosens
2.27%
▲ 11.56%
8
Buy
Oct 16, 2025
Eldorado Gold
2.62%
▲ 62.80%
6
Buy
Oct 15, 2025
Mercadolibre
2.13%
▲ 2.86%
6
Buy
Oct 10, 2025
OHB SE
0%
▲ 51.88%
2
Sell
Oct 08, 2025