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New Portfolio - New Portfolio

SG

New Portfolio
Individual Investor
Ranked #129,151 out of 802,721 TipRanks' Investors
Success Rate
72%
33 out of 46
profitable transactions
Average Return
14.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.85%
6-Month Return▲ 5.73%
12-Month Return▲ 23.99%
YTD Return▲ 9.15%
Total Return▲ 6.00%

Best Trade

Opened at
Closed at-
Gain▲ 277.84%

Bio

Long financials

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 3.15%
Nov 2024
▲ 5.43%
▼ 2.41%
▼ 2.05%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 8.02%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.96%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.50%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 0.05%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 6.91%
May 2025
▲ 2.22%
▲ 1.65%
▲ 1.00%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 3.15%
▲ 5.43%▼ 2.41%▼ 2.05%
▲ 5.99%▲ 2.69%▲ 8.02%
▼ 12.86%▼ 1.27%▼ 1.96%
▼ 1.80%▼ 5.57%▼ 4.50%
▲ 1.76%▼ 0.87%▼ 0.05%
▲ 12.21%▲ 6.28%▲ 6.91%
▲ 2.22%▲ 1.65%▲ 1.00%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
UBS Group AG
12.25%
▲ 43.47%
3
Sell
Jan 11, 2025
Blue Owl Capital
6.14%
▲ 14.88%
3
Sell
Jan 11, 2025
Birkenstock Holding plc
2.49%
▲ 18.70%
3
Sell
Jan 11, 2025
iShares MSCI Brazil ETF
2.53%
▲ 21.53%
1
Open
Jan 11, 2025
Global X U.S. Infrastructure Development ETF
1.94%
▲ 5.05%
1
Open
Jan 11, 2025
iShares 20+ Year Treasury Bond ETF
3.89%
▲ 1.69%
1
Open
Jan 11, 2025
Target
3.55%
▼ 24.48%
1
Open
Dec 03, 2024
KraneShares CSI China Internet ETF
0%
▲ 4.10%
1
Open
Sep 29, 2024
Vanguard Funds PLC - Vanguard FTSE 100 UCITS ETF AccumGBP
▲ 0.01%
2
Close
Sep 18, 2024
Bayer
2.76%
▼ 6.04%
1
Open
Aug 20, 2024
Bain Capital Specialty Finance
0%
▲ 49.98%
3
Sell
Aug 19, 2024
Piraeus Bank
0%
▲ 277.84%
3
Sell
Aug 19, 2024
Klaviyo, Inc. Class A
0%
▲ 33.51%
3
Sell
Aug 19, 2024
Nike
2.86%
▼ 22.97%
1
Open
Aug 19, 2024
Occidental Petroleum
3.87%
▼ 24.84%
1
Open
Aug 19, 2024
Chevron
6.39%
▼ 1.28%
1
Open
Aug 19, 2024
BioPharma Credit PLC USD
▲ 9.20%
3
Close
Aug 17, 2024
SharkNinja, Inc.
0%
▲ 49.46%
3
Sell
Aug 16, 2024
Roche Holding
3.72%
▲ 20.36%
2
Buy
Aug 16, 2024
Pershing Square Holdings Ltd Public Class USD Accum.Shs
4.79%
▲ 13.12%
1
Open
Aug 16, 2024