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New Portfolio - New Portfolio

S.Barbey

New Portfolio
Individual Investor
Ranked #365,722 out of 769,291 TipRanks' Investors
Success Rate
45%
250 out of 553
profitable transactions
Average Return
11.47%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.91%
6-Month Return▲ 21.32%
12-Month Return▲ 43.86%
YTD Return▲ 24.60%
Total Return▼ 8.19%

Best Trade

Opened at
Closed at-
Gain▲ 695.11%

Bio

Tech oriented but balanced with sustainable investments.

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 6.39%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.31%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.61%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.77%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.22%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.30%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 3.01%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 11.45%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 6.39%
▲ 11.46%▲ 5.06%▲ 3.31%
▼ 2.25%▲ 3.53%▼ 0.61%
▲ 25.72%▲ 1.21%▲ 3.77%
▼ 4.22%▲ 2.34%▲ 0.22%
▲ 7.82%▲ 2.10%▲ 2.30%
▲ 5.70%▼ 0.89%▲ 3.01%
▲ 37.60%▲ 4.40%▲ 11.45%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ODDITY Tech Ltd. Class A
0%
▲ 1.72%
1
Open
Nov 14, 2024
NuScale Power
1.68%
▲ 458.62%
2
Buy
Aug 08, 2024
Mama's Creations
0%
▲ 33.80%
1
Open
Jul 01, 2024
Chipotle
1.03%
▲ 9.99%
3
Open
Jun 27, 2024
Universal Technical Institute
▼ 0.90%
2
Close
Jun 10, 2024
PepsiCo
2.25%
▼ 1.42%
8
Sell
Jun 04, 2024
Snowflake
0%
▲ 16.48%
9
Open
Jun 04, 2024
Okta
0%
▼ 15.03%
3
Open
Jun 04, 2024
Gitlab
0%
▲ 17.36%
9
Open
Jun 04, 2024
Datadog
3.01%
▲ 94.73%
8
Buy
Jun 04, 2024
Rigetti Computing
1.45%
▲ 147.71%
3
Buy
Jun 04, 2024
Lantheus
1.26%
▲ 5.90%
2
Buy
Jun 04, 2024
Dave
4.79%
▲ 87.07%
3
Buy
Jun 04, 2024
Vital Farms
0.42%
▼ 26.83%
2
Buy
Jun 04, 2024
Rubrik, Inc. Class A
0%
▲ 59.74%
1
Open
Jun 04, 2024
Salesforce
0%
▲ 24.01%
1
Open
May 29, 2024
Planet Labs PBC
1.17%
▲ 3.03%
3
Open
May 15, 2024
Amprius Technologies Inc
▼ 17.92%
2
Close
May 13, 2024
Innodata Isogen
0%
▲ 317.99%
1
Open
May 13, 2024
DR Horton
0%
▲ 24.96%
3
Open
May 10, 2024