Growth Fund - New Portfolio

Waseem Swar

Growth Fund
Individual Investor
Ranked #67,863 out of 756,513 TipRanks' Investors
Success Rate
66%
93 out of 142
profitable transactions
Average Return
15.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.64%
6-Month Return▲ 12.67%
12-Month Return▲ 32.47%
YTD Return▲ 20.39%
Total Return▲ 51.07%

Best Trade

Opened at
Closed at-
Gain▲ 337.67%

Bio

Investing for long term growth

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 6.75%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.11%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.49%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.00%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.81%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 1.47%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 4.55%
Aug 2024
▼ 0.96%
▼ 0.30%
▲ 0.33%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 6.75%
▲ 5.05%▲ 3.27%▲ 1.11%
▼ 12.40%▼ 4.03%▼ 3.49%
▲ 11.46%▲ 5.06%▲ 3.00%
▼ 2.25%▲ 3.53%▲ 3.81%
▲ 25.76%▲ 1.21%▲ 1.47%
▼ 4.21%▲ 2.34%▲ 4.55%
▼ 0.96%▼ 0.30%▲ 0.33%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Enphase Energy
2.78%
▼ 6.19%
1
Open
Sep 16, 2023
Apple
2.78%
▲ 33.16%
3
Sell
May 07, 2023
Advanced Micro Devices
2.78%
▲ 74.19%
3
Sell
May 07, 2023
Adobe
2.78%
▲ 44.55%
3
Sell
May 07, 2023
Amazon
2.78%
▲ 69.81%
3
Sell
May 07, 2023
Berkshire Hathaway B
2.78%
▲ 18.57%
3
Open
May 07, 2023
Alphabet Class A
2.78%
▲ 46.71%
3
Sell
May 07, 2023
Meta Platforms
2.78%
▲ 120.36%
3
Sell
May 07, 2023
Microsoft
2.78%
▲ 42.93%
3
Sell
May 07, 2023
Nvidia
2.78%
▲ 337.67%
3
Sell
May 07, 2023
Netflix
2.78%
▲ 113.92%
3
Sell
May 07, 2023
Snowflake
▲ 7.83%
3
Close
May 07, 2023
Tesla
2.78%
▲ 43.71%
3
Sell
May 07, 2023
Eli Lilly & Co
2.78%
▲ 131.16%
2
Sell
May 07, 2023
Costco
2.78%
▲ 91.29%
2
Sell
May 07, 2023
UnitedHealth
2.78%
▲ 22.32%
2
Sell
May 07, 2023
Lowe's
2.78%
▲ 27.17%
2
Sell
May 07, 2023
Mastercard
2.78%
▲ 32.17%
2
Sell
May 07, 2023
Broadcom
2.78%
▲ 180.16%
2
Sell
May 07, 2023
Qualcomm
▼ 4.01%
2
Close
May 07, 2023