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US SWM - New Portfolio

US SWM
Individual Investor
Ranked #293,106 out of 769,291 TipRanks' Investors
Success Rate
53%
118 out of 222
profitable transactions
Average Return
8.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.18%
6-Month Return▲ 19.21%
12-Month Return▲ 29.18%
YTD Return▲ 12.77%
Total Return▼ 37.51%

Best Trade

Opened at
Closed at-
Gain▲ 503.33%

Bio

Diversified

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 9.26%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 10.59%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.40%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.39%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 6.40%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 4.31%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 26.27%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 4.57%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 9.26%
▲ 11.46%▲ 5.06%▲ 10.59%
▼ 2.25%▲ 3.53%▼ 4.40%
▲ 25.72%▲ 1.21%▲ 1.39%
▼ 4.22%▲ 2.34%▼ 6.40%
▲ 7.82%▲ 2.10%▼ 4.31%
▲ 5.70%▼ 0.89%▲ 26.27%
▲ 37.60%▲ 4.40%▲ 4.57%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Sprouts Farmers
1.94%
▲ 2.64%
2
Buy
Nov 19, 2024
Dassault Systemes SA
▼ 14.04%
4
Close
Nov 12, 2024
Fluor
2.58%
▲ 52.38%
5
Buy
Nov 11, 2024
AppLovin
1.32%
▲ 11.11%
1
Open
Nov 11, 2024
Mercadolibre
3.97%
▲ 9.12%
3
Buy
Nov 08, 2024
Celsius Holdings
▼ 43.74%
9
Close
Nov 07, 2024
Genprex
2.18%
▼ 39.68%
9
Buy
Nov 06, 2024
Maplebear
0.57%
▼ 9.41%
1
Open
Nov 06, 2024
Exelixis
▲ 12.98%
7
Close
Nov 05, 2024
COMPASS Pathways
▼ 48.92%
4
Close
Nov 02, 2024
Willdan Group
▲ 48.09%
3
Close
Nov 02, 2024
Super Micro Computer
▼ 46.95%
6
Close
Nov 02, 2024
Zynex
▲ 0.38%
3
Close
Nov 02, 2024
Appian
2.55%
▼ 12.17%
4
Buy
Nov 01, 2024
Coinbase Global
5.03%
▲ 31.85%
5
Buy
Nov 01, 2024
Ardelyx
1.75%
▼ 21.32%
3
Buy
Nov 01, 2024
Broadcom
2.17%
▼ 4.23%
2
Buy
Nov 01, 2024
RTX
2%
▼ 2.66%
2
Buy
Oct 30, 2024
Rheinmetall
5.11%
▲ 19.50%
3
Buy
Oct 28, 2024
OceanaGold
1.26%
▲ 31.18%
2
Buy
Oct 26, 2024