tiprankstipranks
Trending News
More News >

New Portfolio - New Portfolio

SG

New Portfolio
Individual Investor
Ranked #273,916 out of 856,815 TipRanks' Investors
Success Rate
59%
27 out of 46
profitable transactions
Average Return
21.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.83%
6-Month Return▲ 2.53%
12-Month Return▲ 15.36%
YTD Return▲ 0.99%
Total Return▲ 16.21%

Best Trade

Opened at
Closed at
Gain▲ 472.54%

Bio

Long financials

Performance

12.88%0-12.88%
▲ 2.76%
▲ 2.05%
▲ 4.07%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 3.61%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 3.71%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 5.14%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 3.53%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 8.44%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 0.13%
Feb 2026
▲ 6.15%
▼ 2.47%
▼ 6.74%
Mar 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 2.76%▲ 2.05%▲ 4.07%
▲ 12.88%▲ 3.56%▼ 3.61%
▲ 10.96%▲ 2.38%▼ 3.71%
▼ 3.68%▲ 0.19%▲ 5.14%
▼ 0.10%▲ 0.08%▲ 3.53%
▲ 4.06%▲ 1.47%▲ 8.44%
▼ 1.12%▼ 0.86%▼ 0.13%
▲ 6.15%▼ 2.47%▼ 6.74%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Piraeus Bank
▲ 472.54%
4
Close
Jan 23, 2026
UBS Group AG
12.53%
▲ 59.77%
3
Sell
Jan 11, 2025
Blue Owl Capital
2.57%
▼ 45.31%
3
Sell
Jan 11, 2025
Birkenstock Holding plc
1.58%
▼ 18.04%
3
Sell
Jan 11, 2025
iShares MSCI Brazil ETF
3.06%
▲ 68.85%
1
Open
Jan 11, 2025
Global X U.S. Infrastructure Development ETF
2.12%
▲ 26.05%
1
Open
Jan 11, 2025
iShares 20+ Year Treasury Bond ETF
3.65%
▲ 7.39%
1
Open
Jan 11, 2025
Target
3.92%
▼ 6.08%
1
Open
Dec 03, 2024
KraneShares CSI China Internet ETF
0%
▼ 1.16%
1
Open
Sep 29, 2024
Vanguard Funds PLC - Vanguard FTSE 100 UCITS ETF AccumGBP
▲ 0.01%
2
Close
Sep 18, 2024
Bayer
3.84%
▲ 42.50%
1
Open
Aug 20, 2024
Bain Capital Specialty Finance
0%
▲ 31.76%
3
Sell
Aug 19, 2024
Klaviyo, Inc. Class A
0%
▼ 24.74%
3
Sell
Aug 19, 2024
Nike
2.29%
▼ 31.57%
1
Open
Aug 19, 2024
Occidental Petroleum
4.79%
▲ 3.34%
1
Open
Aug 19, 2024
Chevron
8.24%
▲ 43.09%
1
Open
Aug 19, 2024
BioPharma Credit PLC USD
▲ 9.32%
3
Close
Aug 17, 2024
SharkNinja, Inc.
0%
▲ 76.36%
3
Sell
Aug 16, 2024
Roche Holding
4.19%
▲ 50.60%
2
Buy
Aug 16, 2024
Pershing Square Holdings Ltd Public Class USD Accum.Shs
4.61%
▲ 18.73%
1
Open
Aug 16, 2024