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Individual - New Portfolio

PerformancePortfolio Details

Swiss Celt

Individual
Individual Investor
Ranked #368,868 out of 753,381 TipRanks' Investors
Success Rate
42%
27 out of 64
profitable transactions
Average Return
7.65%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.12%
6-Month Return▲ 13.06%
12-Month Return▲ 64.78%
YTD Return▲ 22.69%
Total Return▲ 78.39%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 198.02%

Bio

Performance

25.76%0-25.76%
▼ 1.87%
▲ 1.59%
▼ 6.80%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 21.54%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 8.27%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.61%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 1.18%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.26%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 0.58%
Jul 2024
▼ 5.09%
▲ 0.98%
▲ 6.91%
Aug 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 1.87%▲ 1.59%▼ 6.80%
▲ 14.08%▲ 5.22%▲ 21.54%
▲ 5.05%▲ 3.27%▲ 8.27%
▼ 12.40%▼ 4.03%▼ 5.61%
▲ 11.46%▲ 5.06%▼ 1.18%
▼ 2.25%▲ 3.53%▼ 0.26%
▲ 25.76%▲ 1.21%▲ 0.58%
▼ 5.09%▲ 0.98%▲ 6.91%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
TSLA
Tesla
0.36%
▼ 7.16%
4
Sell
Aug 19, 2024
SCHW
Charles Schwab
―
▲ 7.71%
7
Close
Aug 15, 2024
IBKR
Interactive Brokers
3.42%
▲ 4.23%
1
Buy
Aug 15, 2024
DVN
Devon Energy
0%
▼ 29.86%
9
Buy
Jun 28, 2024
GOOGL
Alphabet Class A
7.83%
▲ 40.23%
4
Buy
Jun 18, 2024
IOVA
Iovance Biotherapeutics
1.86%
▼ 17.39%
8
Buy
Jun 03, 2024
RIOT
Riot Platforms
0.28%
▼ 71.73%
2
Buy
May 17, 2024
SANA
Sana Biotechnology
―
▼ 19.10%
2
Sell
Apr 24, 2024
PANW
Palo Alto Networks
―
▼ 7.43%
2
Sell
Apr 20, 2024
TLRY
Tilray
―
▼ 26.50%
9
Sell
Dec 20, 2023
TLRY
Tilray
―
▲ 82.77%
4
Close
Nov 30, 2023
V
Visa
49.64%
▲ 16.15%
7
Sell
Nov 03, 2023
COIN
Coinbase Global
0.34%
▲ 109.95%
6
Sell
Sep 15, 2023
ONON
On Holding AG
―
▼ 0.47%
5
Sell
Aug 17, 2023
DFS
Discover Financial Services
―
▼ 23.46%
2
Close
Aug 16, 2023
NVDA
Nvidia
10.53%
▲ 101.98%
3
Buy
Aug 14, 2023
PYPL
PayPal Holdings
―
▼ 68.55%
2
Close
Aug 04, 2023
SQM
Sociedad Quimica Y Minera SA
―
▼ 22.73%
4
Close
Aug 03, 2023
WBD
Warner Bros
―
▼ 34.97%
2
Sell
Jul 19, 2023
CRWD
CrowdStrike Holdings
1.33%
▼ 22.82%
3
Buy
Jun 30, 2023