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Growth Fund - New Portfolio

Waseem Swar

Growth Fund
Individual Investor
Ranked #93,603 out of 775,923 TipRanks' Investors
Success Rate
63%
90 out of 142
profitable transactions
Average Return
18.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.45%
6-Month Return▲ 10.68%
12-Month Return▲ 26.33%
YTD Return▲ 25.67%
Total Return▲ 57.69%

Best Trade

Opened at
Closed at-
Gain▲ 395.04%

Bio

Investing for long term growth

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 3.00%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.76%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 1.47%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 4.55%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.72%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 3.33%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 5.77%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 0.22%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 3.00%
▼ 2.25%▲ 3.53%▲ 3.76%
▲ 25.71%▲ 1.21%▲ 1.47%
▼ 4.22%▲ 2.34%▲ 4.55%
▲ 7.82%▲ 2.10%▲ 2.72%
▲ 5.38%▼ 0.89%▼ 3.33%
▲ 43.22%▲ 5.96%▲ 5.77%
▲ 3.34%▼ 1.56%▼ 0.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Enphase Energy
2.78%
▼ 39.02%
1
Open
Sep 16, 2023
Apple
2.78%
▲ 52.47%
3
Sell
May 07, 2023
Advanced Micro Devices
2.78%
▲ 36.33%
3
Sell
May 07, 2023
Adobe
2.78%
▲ 20.39%
3
Sell
May 07, 2023
Amazon
2.78%
▲ 104.81%
3
Sell
May 07, 2023
Berkshire Hathaway B
2.78%
▲ 19.42%
3
Open
May 07, 2023
Alphabet Class A
2.78%
▲ 78.55%
3
Sell
May 07, 2023
Meta Platforms
2.78%
▲ 146.26%
3
Sell
May 07, 2023
Microsoft
2.78%
▲ 45.21%
3
Sell
May 07, 2023
Nvidia
2.78%
▲ 395.04%
3
Sell
May 07, 2023
Netflix
2.78%
▲ 178.98%
3
Sell
May 07, 2023
Snowflake
▲ 7.83%
3
Close
May 07, 2023
Tesla
2.78%
▲ 162.75%
3
Sell
May 07, 2023
Eli Lilly & Co
2.78%
▲ 92.45%
2
Sell
May 07, 2023
Costco
2.78%
▲ 99.51%
2
Sell
May 07, 2023
UnitedHealth
2.78%
▲ 4.13%
2
Sell
May 07, 2023
Lowe's
2.78%
▲ 23.86%
2
Sell
May 07, 2023
Mastercard
2.78%
▲ 41.64%
2
Sell
May 07, 2023
Broadcom
2.78%
▲ 270.08%
2
Sell
May 07, 2023
Qualcomm
▼ 4.01%
2
Close
May 07, 2023