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SWM Strategy #3DT - New Portfolio
Shep Fargotstein
SWM Strategy #3DTIndividual Investor
Ranked #65,977 out of 781,066 TipRanks' Investors
Success Rate
324 out of 621
profitable transactions
profitable transactions
Average Return
52.18%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 7.13%
6-Month Return▲ 11.86%
12-Month Return▲ 42.04%
YTD Return▲ 7.82%
Total Return▲ 311.48%
Best Trade
Bio
The Disruptive Technologies portfolio consists of 15-35 companies that are disrupting business sectors. We go anywhere in the world, and any cap size. We use the PEG ratio, and other technical metrics before investing. No more than 15% per name.
Performance
26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 12.57%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 5.58%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 0.42%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.87%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.13%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.21%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 1.09%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 7.82%
Jan 2025
▲ 9.79%▲ 3.53%▲ 12.57%
▲ 8.13%▲ 1.21%▼ 5.58%
▼ 13.14%▲ 2.34%▼ 0.42%
▲ 2.93%▲ 2.10%▲ 1.87%
▲ 10.00%▼ 0.89%▼ 1.13%
▲ 26.04%▲ 5.96%▲ 4.21%
▲ 5.93%▼ 2.41%▼ 1.09%
▲ 11.17%▲ 1.96%▲ 7.82%
Recent Activity
Intuit
2.79%
▲ 18.21%
22
Sell
Jan 13, 2025
Cloudflare
4.72%
▲ 13.82%
7
Open
Jan 13, 2025
ServiceNow
3.36%
▲ 2.05%
7
Open
Jan 13, 2025
Nvidia
11.08%
▲ 937.64%
37
Sell
Jan 13, 2025
NuScale Power
―
▼ 12.60%
7
Close
Jan 13, 2025
Amazon
6.78%
▲ 69.35%
28
Sell
Jan 13, 2025
Meta Platforms
7.25%
▲ 16.01%
31
Sell
Jan 13, 2025
Salesforce
6.36%
▲ 33.39%
25
Sell
Jan 13, 2025
Microsoft
6.73%
▲ 4.90%
13
Sell
Jan 13, 2025
TSMC
6.47%
▲ 59.87%
14
Sell
Jan 13, 2025
Palo Alto Networks
2.39%
▼ 2.69%
5
Open
Jan 13, 2025
ASML Holding
―
▼ 9.84%
13
Close
Jan 13, 2025
ARM Holdings PLC ADR
3.34%
▲ 37.68%
10
Sell
Jan 13, 2025
Vertiv Holdings
7.37%
▲ 39.13%
6
Buy
Jan 13, 2025
Astera Labs, Inc.
3.24%
▲ 4.80%
1
Open
Jan 13, 2025
Broadcom
7.57%
▲ 5.39%
1
Open
Jan 13, 2025
BWX Technologies
1.64%
▲ 6.89%
1
Open
Jan 13, 2025
Cameco
1.72%
▲ 5.80%
1
Open
Jan 13, 2025
GE Vernova Inc.
1.76%
▲ 9.43%
1
Open
Jan 13, 2025
Oklo Inc
1.67%
▲ 13.85%
1
Open
Jan 13, 2025