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New Portfolio - New Portfolio

SG

New Portfolio
Individual Investor
Ranked #124,966 out of 807,773 TipRanks' Investors
Success Rate
74%
34 out of 46
profitable transactions
Average Return
18.91%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.93%
6-Month Return▲ 10.80%
12-Month Return▲ 26.19%
YTD Return▲ 12.35%
Total Return▲ 9.44%

Best Trade

Opened at
Closed at-
Gain▲ 351.21%

Bio

Long financials

Performance

12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 2.05%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 8.09%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.96%
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
▲ 3.68%
▲ 0.93%
▲ 1.96%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 2.05%
▲ 6.03%▲ 2.69%▲ 8.09%
▼ 12.86%▼ 1.27%▼ 1.96%
▼ 1.80%▼ 5.57%▼ 4.50%
▲ 1.84%▼ 0.87%▼ 0.10%
▲ 12.20%▲ 6.28%▲ 6.91%
▲ 6.24%▲ 5.14%▲ 1.95%
▲ 3.68%▲ 0.93%▲ 1.96%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
UBS Group AG
12.5%
▲ 52.30%
3
Sell
Jan 11, 2025
Blue Owl Capital
5.8%
▲ 12.79%
3
Sell
Jan 11, 2025
Birkenstock Holding plc
2.08%
▲ 2.98%
3
Sell
Jan 11, 2025
iShares MSCI Brazil ETF
2.41%
▲ 22.95%
1
Open
Jan 11, 2025
Global X U.S. Infrastructure Development ETF
1.97%
▲ 11.08%
1
Open
Jan 11, 2025
iShares 20+ Year Treasury Bond ETF
3.76%
▲ 2.59%
1
Open
Jan 11, 2025
Target
3.65%
▼ 19.11%
1
Open
Dec 03, 2024
KraneShares CSI China Internet ETF
0%
▲ 2.95%
1
Open
Sep 29, 2024
Vanguard Funds PLC - Vanguard FTSE 100 UCITS ETF AccumGBP
▲ 0.01%
2
Close
Sep 18, 2024
Bayer
2.7%
▼ 7.05%
1
Open
Aug 20, 2024
Bain Capital Specialty Finance
0%
▲ 53.00%
3
Sell
Aug 19, 2024
Piraeus Bank
0%
▲ 351.21%
3
Sell
Aug 19, 2024
Klaviyo, Inc. Class A
0%
▲ 23.09%
3
Sell
Aug 19, 2024
Nike
3.18%
▼ 10.92%
1
Open
Aug 19, 2024
Occidental Petroleum
4.06%
▼ 17.72%
1
Open
Aug 19, 2024
Chevron
6.8%
▲ 9.36%
1
Open
Aug 19, 2024
BioPharma Credit PLC USD
▲ 9.25%
3
Close
Aug 17, 2024
SharkNinja, Inc.
0%
▲ 90.13%
3
Sell
Aug 16, 2024
Roche Holding
3.55%
▲ 19.27%
2
Buy
Aug 16, 2024
Pershing Square Holdings Ltd Public Class USD Accum.Shs
4.92%
▲ 20.67%
1
Open
Aug 16, 2024