New Portfolio - New Portfolio

SG

New Portfolio
Individual Investor
Ranked #141,492 out of 757,311 TipRanks' Investors
Success Rate
68%
28 out of 41
profitable transactions
Average Return
9.49%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.38%
6-Month Return▲ 15.82%
12-Month Return▲ 33.85%
YTD Return▲ 25.04%
Total Return▼ 5.33%

Best Trade

Opened at
Closed at-
Gain▲ 138.65%

Bio

Long financials

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 1.80%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 7.73%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.44%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.44%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.64%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 6.73%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 6.58%
Aug 2024
▲ 1.03%
▼ 0.11%
▲ 0.08%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 1.80%
▲ 5.05%▲ 3.27%▲ 7.73%
▼ 12.40%▼ 4.03%▼ 4.44%
▲ 11.46%▲ 5.06%▲ 6.44%
▼ 2.25%▲ 3.53%▼ 2.64%
▲ 25.76%▲ 1.21%▲ 6.73%
▼ 4.21%▲ 2.34%▲ 6.58%
▲ 1.03%▼ 0.11%▲ 0.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard Funds PLC - Vanguard FTSE 100 UCITS ETF AccumGBP
▲ 0.01%
2
Close
Sep 18, 2024
Bayer
3.07%
▼ 1.22%
1
Open
Aug 20, 2024
Bain Capital Specialty Finance
0%
▲ 50.12%
3
Sell
Aug 19, 2024
Piraeus Bank
0%
▲ 138.65%
3
Sell
Aug 19, 2024
Klaviyo, Inc. Class A
0%
▲ 31.95%
3
Sell
Aug 19, 2024
Nike
3.84%
▼ 2.42%
1
Open
Aug 19, 2024
Occidental Petroleum
4.93%
▼ 9.45%
1
Open
Aug 19, 2024
Chevron
6.87%
▼ 1.95%
1
Open
Aug 19, 2024
BioPharma Credit PLC USD
▲ 9.28%
3
Close
Aug 17, 2024
SharkNinja, Inc.
0%
▲ 79.85%
3
Sell
Aug 16, 2024
Roche Holding
3.74%
▲ 14.32%
2
Buy
Aug 16, 2024
Pershing Square Holdings Ltd Public Class USD Accum.Shs
4.64%
▲ 0.71%
1
Open
Aug 16, 2024
VanEck Uranium + Nuclear Energy ETF
3.6%
▼ 0.19%
1
Open
Aug 16, 2024
VanEck India Growth Leaders ETF
2.58%
▲ 5.26%
1
Open
Aug 16, 2024
iShares MSCI India Small Cap ETF
4.06%
▲ 4.76%
1
Open
Aug 16, 2024
Pershing Square Holdings Ltd Public Class USD Accum.Shs
▲ 0.76%
3
Close
Mar 20, 2024
UBS Group AG
17.28%
▲ 25.35%
2
Buy
Mar 19, 2024
Blue Owl Capital
8.92%
▲ 5.52%
2
Buy
Mar 19, 2024
Birkenstock Holding plc
4.53%
▲ 4.57%
2
Buy
Mar 19, 2024
Kenvue, Inc.
8.68%
▲ 17.14%
2
Buy
Mar 19, 2024