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Growth Fund - New Portfolio

Waseem Swar

Growth Fund
Individual Investor
Ranked #78,332 out of 791,381 TipRanks' Investors
Success Rate
64%
91 out of 142
profitable transactions
Average Return
14.67%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.45%
6-Month Return▼ 0.86%
12-Month Return▲ 8.76%
YTD Return▼ 4.08%
Total Return▲ 48.98%

Best Trade

Opened at
Closed at-
Gain▲ 299.71%

Bio

Investing for long term growth

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 4.55%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.72%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.51%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.77%
Nov 2024
▲ 5.75%
▼ 2.41%
▼ 1.53%
Dec 2024
▲ 5.32%
▲ 2.69%
▲ 3.74%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.34%
Feb 2025
▼ 2.15%
▼ 5.65%
▼ 5.33%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 4.55%
▲ 2.93%▲ 2.10%▲ 2.72%
▲ 10.00%▼ 0.89%▼ 3.51%
▲ 26.01%▲ 5.96%▲ 5.77%
▲ 5.75%▼ 2.41%▼ 1.53%
▲ 5.32%▲ 2.69%▲ 3.74%
▼ 12.86%▼ 1.27%▼ 2.34%
▼ 2.15%▼ 5.65%▼ 5.33%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Enphase Energy
2.78%
▼ 48.08%
1
Open
Sep 16, 2023
Apple
2.78%
▲ 32.46%
3
Sell
May 07, 2023
Advanced Micro Devices
2.78%
▲ 10.66%
3
Sell
May 07, 2023
Adobe
2.78%
▲ 16.76%
3
Sell
May 07, 2023
Amazon
2.78%
▲ 79.01%
3
Sell
May 07, 2023
Berkshire Hathaway B
2.78%
▲ 26.02%
3
Open
May 07, 2023
Alphabet Class A
2.78%
▲ 53.20%
3
Sell
May 07, 2023
Meta Platforms
2.78%
▲ 154.87%
3
Sell
May 07, 2023
Microsoft
2.78%
▲ 26.79%
3
Sell
May 07, 2023
Nvidia
2.78%
▲ 299.71%
3
Sell
May 07, 2023
Netflix
2.78%
▲ 174.70%
3
Sell
May 07, 2023
Snowflake
▲ 7.83%
3
Close
May 07, 2023
Tesla
2.78%
▲ 43.89%
3
Sell
May 07, 2023
Eli Lilly & Co
2.78%
▲ 106.92%
2
Sell
May 07, 2023
Costco
2.78%
▲ 94.79%
2
Sell
May 07, 2023
UnitedHealth
2.78%
▲ 1.63%
2
Sell
May 07, 2023
Lowe's
2.78%
▲ 16.85%
2
Sell
May 07, 2023
Mastercard
2.78%
▲ 41.25%
2
Sell
May 07, 2023
Broadcom
2.78%
▲ 219.48%
2
Sell
May 07, 2023
Qualcomm
▼ 4.01%
2
Close
May 07, 2023