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New Portfolio - New Portfolio

SG

New Portfolio
Individual Investor
Ranked #141,803 out of 793,835 TipRanks' Investors
Success Rate
67%
31 out of 46
profitable transactions
Average Return
9.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.49%
6-Month Return▲ 0.08%
12-Month Return▲ 15.85%
YTD Return▲ 1.27%
Total Return▼ 2.23%

Best Trade

Opened at
Closed at-
Gain▲ 230.73%

Bio

Long financials

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 6.57%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.02%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.79%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 3.28%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 2.57%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 8.37%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.16%
Feb 2025
▲ 1.87%
▼ 6.20%
▼ 4.49%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 6.57%
▲ 2.93%▲ 2.10%▲ 3.02%
▲ 10.00%▼ 0.89%▼ 1.79%
▲ 26.01%▲ 5.96%▲ 3.28%
▲ 5.33%▼ 2.41%▼ 2.57%
▲ 5.89%▲ 2.69%▲ 8.37%
▼ 12.86%▼ 1.27%▼ 2.16%
▲ 1.87%▼ 6.20%▼ 4.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
UBS Group AG
11.82%
▲ 32.27%
3
Sell
Jan 11, 2025
Blue Owl Capital
6.6%
▲ 18.83%
3
Sell
Jan 11, 2025
Birkenstock Holding plc
2.14%
▼ 0.85%
3
Sell
Jan 11, 2025
iShares MSCI Brazil ETF
2.43%
▲ 13.81%
1
Open
Jan 11, 2025
Global X U.S. Infrastructure Development ETF
1.76%
▼ 7.32%
1
Open
Jan 11, 2025
iShares 20+ Year Treasury Bond ETF
4.22%
▲ 6.22%
1
Open
Jan 11, 2025
Target
3.88%
▼ 20.48%
1
Open
Dec 03, 2024
KraneShares CSI China Internet ETF
0%
▲ 6.54%
1
Open
Sep 29, 2024
Vanguard Funds PLC - Vanguard FTSE 100 UCITS ETF AccumGBP
▲ 0.01%
2
Close
Sep 18, 2024
Bayer
2.3%
▼ 20.16%
1
Open
Aug 20, 2024
Bain Capital Specialty Finance
0%
▲ 60.24%
3
Sell
Aug 19, 2024
Piraeus Bank
0%
▲ 230.73%
3
Sell
Aug 19, 2024
Klaviyo, Inc. Class A
0%
▲ 21.60%
3
Sell
Aug 19, 2024
Nike
2.96%
▼ 22.89%
1
Open
Aug 19, 2024
Occidental Petroleum
4.57%
▼ 13.73%
1
Open
Aug 19, 2024
Chevron
7.78%
▲ 15.54%
1
Open
Aug 19, 2024
BioPharma Credit PLC USD
▲ 9.14%
3
Close
Aug 17, 2024
SharkNinja, Inc.
0%
▲ 43.93%
3
Sell
Aug 16, 2024
Roche Holding
3.93%
▲ 23.49%
2
Buy
Aug 16, 2024
Pershing Square Holdings Ltd Public Class USD Accum.Shs
4.62%
▲ 5.43%
1
Open
Aug 16, 2024