New Portfolio - New Portfolio

S.Barbey

New Portfolio
Individual Investor
Ranked #365,171 out of 757,311 TipRanks' Investors
Success Rate
46%
251 out of 552
profitable transactions
Average Return
4.66%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.01%
6-Month Return▲ 1.93%
12-Month Return▲ 21.59%
YTD Return▲ 6.81%
Total Return▼ 21.30%

Best Trade

Opened at
Closed at
Gain▲ 223.38%

Bio

Tech oriented but balanced with sustainable investments.

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 8.18%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 0.27%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.39%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.31%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.61%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 3.77%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.22%
Aug 2024
▲ 1.03%
▼ 0.11%
▲ 0.67%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 8.18%
▲ 5.05%▲ 3.27%▼ 0.27%
▼ 12.40%▼ 4.03%▼ 6.39%
▲ 11.46%▲ 5.06%▲ 3.31%
▼ 2.25%▲ 3.53%▼ 0.61%
▲ 25.76%▲ 1.21%▲ 3.77%
▼ 4.21%▲ 2.34%▲ 0.22%
▲ 1.03%▼ 0.11%▲ 0.67%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NuScale Power
0.59%
▲ 85.13%
2
Buy
Aug 08, 2024
Mama's Creations
0%
▲ 17.28%
1
Open
Jul 01, 2024
Chipotle
1.08%
▲ 7.54%
3
Open
Jun 27, 2024
Universal Technical Institute
▼ 0.90%
2
Close
Jun 10, 2024
PepsiCo
2.7%
▲ 7.73%
8
Sell
Jun 04, 2024
Snowflake
0%
▲ 9.12%
9
Open
Jun 04, 2024
Okta
0%
▼ 15.93%
3
Open
Jun 04, 2024
Gitlab
0%
▲ 13.01%
9
Open
Jun 04, 2024
Datadog
2.5%
▲ 53.20%
8
Buy
Jun 04, 2024
Rigetti Computing
0.76%
▲ 37.24%
3
Buy
Jun 04, 2024
Lantheus
1.68%
▲ 31.15%
2
Buy
Jun 04, 2024
Dave
2.56%
▼ 13.00%
3
Buy
Jun 04, 2024
Vital Farms
0.5%
▼ 24.59%
2
Buy
Jun 04, 2024
Rubrik, Inc. Class A
0%
▲ 2.57%
1
Open
Jun 04, 2024
Salesforce
0%
▼ 6.77%
1
Open
May 29, 2024
Planet Labs PBC
0.79%
▼ 27.50%
3
Open
May 15, 2024
Amprius Technologies Inc
▼ 17.92%
2
Close
May 13, 2024
Innodata Isogen
0%
▲ 24.23%
1
Open
May 13, 2024
DR Horton
0%
▲ 35.62%
3
Open
May 10, 2024
Pagaya Technologies Ltd
0%
▼ 2.13%
1
Open
May 10, 2024