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New Portfolio - New Portfolio

SG

New Portfolio
Individual Investor
Ranked #192,917 out of 769,291 TipRanks' Investors
Success Rate
67%
28 out of 42
profitable transactions
Average Return
9.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.51%
6-Month Return▲ 14.03%
12-Month Return▲ 31.65%
YTD Return▲ 26.28%
Total Return▼ 4.39%

Best Trade

Opened at
Closed at-
Gain▲ 115.96%

Bio

Long financials

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 4.44%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.43%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.77%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 6.75%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 6.57%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.77%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.90%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 0.39%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.44%
▲ 11.46%▲ 5.06%▲ 6.43%
▼ 2.25%▲ 3.53%▼ 2.77%
▲ 25.72%▲ 1.21%▲ 6.75%
▼ 4.22%▲ 2.34%▲ 6.57%
▲ 7.82%▲ 2.10%▲ 2.77%
▲ 5.70%▼ 0.89%▼ 1.90%
▲ 37.60%▲ 4.40%▲ 0.39%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
KraneShares CSI China Internet ETF
0%
▼ 9.76%
1
Open
Sep 29, 2024
Vanguard Funds PLC - Vanguard FTSE 100 UCITS ETF AccumGBP
▲ 0.01%
2
Close
Sep 18, 2024
Bayer
1.9%
▼ 30.96%
1
Open
Aug 20, 2024
Bain Capital Specialty Finance
0%
▲ 51.36%
3
Sell
Aug 19, 2024
Piraeus Bank
0%
▲ 115.96%
3
Sell
Aug 19, 2024
Klaviyo, Inc. Class A
0%
▲ 43.55%
3
Sell
Aug 19, 2024
Nike
3.55%
▼ 9.42%
1
Open
Aug 19, 2024
Occidental Petroleum
4.77%
▼ 9.81%
1
Open
Aug 19, 2024
Chevron
7.46%
▲ 11.20%
1
Open
Aug 19, 2024
BioPharma Credit PLC USD
▲ 9.33%
3
Close
Aug 17, 2024
SharkNinja, Inc.
0%
▲ 72.06%
3
Sell
Aug 16, 2024
Roche Holding
3.25%
▲ 1.85%
2
Buy
Aug 16, 2024
Pershing Square Holdings Ltd Public Class USD Accum.Shs
4.2%
▼ 4.01%
1
Open
Aug 16, 2024
VanEck Uranium + Nuclear Energy ETF
4.42%
▲ 29.08%
1
Open
Aug 16, 2024
VanEck India Growth Leaders ETF
2.34%
▼ 2.80%
1
Open
Aug 16, 2024
iShares MSCI India Small Cap ETF
3.69%
▼ 2.94%
1
Open
Aug 16, 2024
Pershing Square Holdings Ltd Public Class USD Accum.Shs
▲ 0.76%
3
Close
Mar 20, 2024
UBS Group AG
17.52%
▲ 33.02%
2
Buy
Mar 19, 2024
Blue Owl Capital
11.27%
▲ 42.42%
2
Buy
Mar 19, 2024
Birkenstock Holding plc
4.37%
▲ 2.77%
2
Buy
Mar 19, 2024