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US SWM - New Portfolio

US SWM
Individual Investor
Ranked #427,489 out of 795,507 TipRanks' Investors
Success Rate
40%
104 out of 259
profitable transactions
Average Return
-5.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.69%
6-Month Return▲ 8.57%
12-Month Return▲ 4.87%
YTD Return▼ 8.93%
Total Return▼ 46.69%

Best Trade

Opened at
Closed at-
Gain▲ 318.98%

Bio

Diversified

Performance

26.19%0-26.19%
▲ 2.92%
▲ 2.10%
▼ 4.31%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 26.19%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 6.62%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 8.06%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 5.78%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.99%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.78%
Mar 2025
▼ 12.15%
▼ 4.55%
▲ 0.38%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▼ 4.31%
▲ 10.00%▼ 0.89%▲ 26.19%
▲ 25.98%▲ 5.96%▲ 6.62%
▲ 5.34%▼ 2.41%▼ 8.06%
▲ 5.99%▲ 2.69%▲ 5.78%
▼ 12.86%▼ 1.27%▼ 6.99%
▼ 1.80%▼ 5.57%▼ 7.78%
▼ 12.15%▼ 4.55%▲ 0.38%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Genprex
0.54%
▼ 79.51%
10
Buy
Mar 18, 2025
Chipotle
2.02%
▼ 12.20%
5
Buy
Mar 18, 2025
Trade Desk
3.54%
▼ 34.12%
10
Buy
Mar 12, 2025
Veeva Systems
2.88%
▲ 10.45%
5
Buy
Mar 07, 2025
Broadcom
4.16%
▼ 0.79%
5
Buy
Mar 07, 2025
Hochtief
5.02%
▼ 3.43%
1
Open
Feb 21, 2025
Sterling Construction
2.78%
▲ 135.56%
5
Buy
Feb 14, 2025
HEICO
▲ 14.32%
4
Close
Feb 14, 2025
Gaztransport et technigaz
3.71%
▲ 0.10%
4
Buy
Feb 10, 2025
Ceragon Networks
0.32%
▼ 56.25%
1
Open
Feb 09, 2025
DXP Enterprises
0.8%
▼ 22.74%
1
Open
Feb 09, 2025
Power Solutions
0.29%
▼ 46.98%
1
Open
Feb 09, 2025
NEXTracker, Inc. Class A
1.59%
▼ 3.43%
8
Buy
Feb 05, 2025
Fluor
1.52%
▼ 11.00%
6
Buy
Feb 02, 2025
Eldorado Gold
4.42%
▲ 21.11%
5
Buy
Feb 01, 2025
Vertex Pharmaceuticals
2.46%
▲ 4.88%
1
Open
Jan 31, 2025
Rigetti Computing
0.92%
▼ 30.90%
1
Open
Jan 31, 2025
Chart Industries
0.95%
▼ 42.64%
1
Open
Jan 21, 2025
Snowflake
0.74%
▼ 16.46%
1
Open
Jan 21, 2025
Veolia Environnement
2.38%
▲ 6.10%
3
Buy
Jan 19, 2025