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New Portfolio - New Portfolio

PerformancePortfolio Details

S.Barbey

New Portfolio
Individual Investor
Ranked #323,666 out of 788,370 TipRanks' Investors
Success Rate
44%
243 out of 557
profitable transactions
Average Return
19.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.18%
6-Month Return▲ 32.57%
12-Month Return▲ 37.93%
YTD Return▲ 7.92%
Total Return▲ 5.56%

Best Trade

AssetRigetti Com... (RGTI)
Opened at
Closed at-
Gain▲ 2089.41%

Bio

Tech oriented but balanced with sustainable investments.

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 3.77%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.22%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.37%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 2.98%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 18.78%
Nov 2024
▲ 5.94%
▼ 2.41%
▼ 0.06%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 8.22%
Jan 2025
▼ 10.49%
▼ 0.31%
▼ 0.28%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 3.77%
▼ 13.14%▲ 2.34%▲ 0.22%
▲ 2.93%▲ 2.10%▲ 2.37%
▲ 9.99%▼ 0.89%▲ 2.98%
▲ 26.03%▲ 5.96%▲ 18.78%
▲ 5.94%▼ 2.41%▼ 0.06%
▲ 5.25%▲ 2.69%▲ 8.22%
▼ 10.49%▼ 0.31%▼ 0.28%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ISRG
Intuitive Surgical
1.58%
▲ 11.12%
4
Open
Jan 16, 2025
SNDX
Syndax Pharmaceuticals
0.87%
▲ 26.00%
1
Open
Jan 16, 2025
RGTI
Rigetti Computing
2.86%
▲ 1,699.21%
4
Sell
Dec 18, 2024
ACHR
Archer Aviation
0.61%
▲ 89.50%
3
Sell
Dec 18, 2024
USAU
US Gold
0%
▲ 21.40%
1
Open
Dec 11, 2024
RXRX
Recursion Pharmaceuticals
0%
▲ 24.40%
4
Open
Nov 19, 2024
EXAI
Exscientia Plc
―
▼ 16.70%
2
Close
Nov 19, 2024
ODD
ODDITY Tech Ltd. Class A
0%
▲ 3.80%
1
Open
Nov 14, 2024
SMR
NuScale Power
1.01%
▲ 284.39%
2
Buy
Aug 08, 2024
MAMA
Mama's Creations
0%
▼ 2.93%
1
Open
Jul 01, 2024
CMG
Chipotle
0.82%
▲ 3.20%
3
Open
Jun 27, 2024
UTI
Universal Technical Institute
―
▼ 0.90%
2
Close
Jun 10, 2024
PEP
PepsiCo
2.05%
▼ 4.82%
8
Sell
Jun 04, 2024
SNOW
Snowflake
0%
▲ 17.28%
9
Open
Jun 04, 2024
OKTA
Okta
0%
▼ 5.05%
3
Open
Jun 04, 2024
GTLB
Gitlab
0%
▲ 17.14%
9
Open
Jun 04, 2024
DDOG
Datadog
2.23%
▲ 61.95%
8
Buy
Jun 04, 2024
LNTH
Lantheus
1.04%
▼ 5.12%
2
Buy
Jun 04, 2024
DAVE
Dave
5.38%
▲ 129.01%
3
Buy
Jun 04, 2024
VITL
Vital Farms
0.46%
▼ 17.70%
2
Buy
Jun 04, 2024