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New Portfolio - New Portfolio

SG

New Portfolio
Individual Investor
Ranked #145,103 out of 817,143 TipRanks' Investors
Success Rate
72%
33 out of 46
profitable transactions
Average Return
22.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.12%
6-Month Return▲ 14.48%
12-Month Return▲ 22.14%
YTD Return▲ 15.32%
Total Return▲ 12.32%

Best Trade

Opened at
Closed at-
Gain▲ 372.72%

Bio

Long financials

Performance

27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▼ 1.97%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.50%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 0.10%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 6.91%
May 2025
▲ 6.24%
▲ 5.14%
▲ 1.95%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 2.09%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 4.06%
Aug 2025
▲ 3.14%
▲ 0.59%
▼ 1.48%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 1.97%
▼ 1.80%▼ 5.57%▼ 4.50%
▲ 1.84%▼ 0.87%▼ 0.10%
▲ 12.20%▲ 6.28%▲ 6.91%
▲ 6.24%▲ 5.14%▲ 1.95%
▲ 27.87%▲ 2.30%▲ 2.09%
▲ 4.87%▲ 2.05%▲ 4.06%
▲ 3.14%▲ 0.59%▼ 1.48%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
UBS Group AG
13.78%
▲ 73.00%
3
Sell
Jan 11, 2025
Blue Owl Capital
5.36%
▲ 8.70%
3
Sell
Jan 11, 2025
Birkenstock Holding plc
2.08%
▲ 5.95%
3
Sell
Jan 11, 2025
iShares MSCI Brazil ETF
2.51%
▲ 32.10%
1
Open
Jan 11, 2025
Global X U.S. Infrastructure Development ETF
1.98%
▲ 15.13%
1
Open
Jan 11, 2025
iShares 20+ Year Treasury Bond ETF
3.81%
▲ 8.14%
1
Open
Jan 11, 2025
Target
3.11%
▼ 28.23%
1
Open
Dec 03, 2024
KraneShares CSI China Internet ETF
0%
▲ 18.70%
1
Open
Sep 29, 2024
Vanguard Funds PLC - Vanguard FTSE 100 UCITS ETF AccumGBP
▲ 0.01%
2
Close
Sep 18, 2024
Bayer
2.81%
▲ 0.41%
1
Open
Aug 20, 2024
Bain Capital Specialty Finance
0%
▲ 54.68%
3
Sell
Aug 19, 2024
Piraeus Bank
0%
▲ 372.72%
3
Sell
Aug 19, 2024
Klaviyo, Inc. Class A
0%
▲ 30.14%
3
Sell
Aug 19, 2024
Nike
3.15%
▼ 8.58%
1
Open
Aug 19, 2024
Occidental Petroleum
3.86%
▼ 19.38%
1
Open
Aug 19, 2024
Chevron
6.54%
▲ 9.64%
1
Open
Aug 19, 2024
BioPharma Credit PLC USD
▲ 9.25%
3
Close
Aug 17, 2024
SharkNinja, Inc.
0%
▲ 96.66%
3
Sell
Aug 16, 2024
Roche Holding
3.61%
▲ 25.11%
2
Buy
Aug 16, 2024
Pershing Square Holdings Ltd Public Class USD Accum.Shs
5.12%
▲ 29.08%
1
Open
Aug 16, 2024