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New Portfolio - New Portfolio

SG

New Portfolio
Individual Investor
Ranked #138,922 out of 799,702 TipRanks' Investors
Success Rate
70%
32 out of 46
profitable transactions
Average Return
14.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 13.58%
6-Month Return▲ 8.26%
12-Month Return▲ 19.60%
YTD Return▲ 6.92%
Total Return▲ 4.17%

Best Trade

Opened at
Closed at-
Gain▲ 248.73%

Bio

Long financials

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 1.80%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 3.28%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 2.43%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 7.87%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.15%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.09%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 0.49%
Apr 2025
▲ 14.92%
▲ 7.15%
▲ 7.25%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 1.80%
▲ 25.97%▲ 5.96%▲ 3.28%
▲ 5.41%▼ 2.41%▼ 2.43%
▲ 6.02%▲ 2.69%▲ 7.87%
▼ 12.86%▼ 1.27%▼ 2.15%
▼ 1.80%▼ 5.57%▼ 5.09%
▲ 1.76%▼ 0.87%▼ 0.49%
▲ 14.92%▲ 7.15%▲ 7.25%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
UBS Group AG
12.1%
▲ 40.99%
3
Sell
Jan 11, 2025
Blue Owl Capital
6.25%
▲ 16.25%
3
Sell
Jan 11, 2025
Birkenstock Holding plc
2.6%
▲ 22.88%
3
Sell
Jan 11, 2025
iShares MSCI Brazil ETF
2.56%
▲ 22.75%
1
Open
Jan 11, 2025
Global X U.S. Infrastructure Development ETF
1.94%
▲ 4.49%
1
Open
Jan 11, 2025
iShares 20+ Year Treasury Bond ETF
3.95%
▲ 2.06%
1
Open
Jan 11, 2025
Target
3.61%
▼ 23.50%
1
Open
Dec 03, 2024
KraneShares CSI China Internet ETF
0%
▲ 4.29%
1
Open
Sep 29, 2024
Vanguard Funds PLC - Vanguard FTSE 100 UCITS ETF AccumGBP
▲ 0.01%
2
Close
Sep 18, 2024
Bayer
2.34%
▼ 18.71%
1
Open
Aug 20, 2024
Bain Capital Specialty Finance
0%
▲ 50.36%
3
Sell
Aug 19, 2024
Piraeus Bank
0%
▲ 248.73%
3
Sell
Aug 19, 2024
Klaviyo, Inc. Class A
0%
▲ 38.02%
3
Sell
Aug 19, 2024
Nike
2.89%
▼ 23.11%
1
Open
Aug 19, 2024
Occidental Petroleum
3.94%
▼ 23.96%
1
Open
Aug 19, 2024
Chevron
6.51%
▼ 1.15%
1
Open
Aug 19, 2024
BioPharma Credit PLC USD
▲ 9.20%
3
Close
Aug 17, 2024
SharkNinja, Inc.
0%
▲ 74.87%
3
Sell
Aug 16, 2024
Roche Holding
3.57%
▲ 14.97%
2
Buy
Aug 16, 2024
Pershing Square Holdings Ltd Public Class USD Accum.Shs
4.66%
▲ 9.46%
1
Open
Aug 16, 2024