tiprankstipranks

HSBC - New Portfolio

jon

HSBC
Individual Investor
Ranked #19,783 out of 775,923 TipRanks' Investors
Success Rate
84%
93 out of 111
profitable transactions
Average Return
12.77%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.24%
6-Month Return▲ 10.85%
12-Month Return▲ 21.40%
YTD Return▲ 21.15%
Total Return▲ 28.11%

Best Trade

Opened at
Closed at-
Gain▲ 163.46%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 4.81%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.19%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 0.34%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.65%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.91%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 1.60%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 7.98%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 2.68%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 4.81%
▼ 2.25%▲ 3.53%▲ 3.19%
▲ 25.71%▲ 1.21%▲ 0.34%
▼ 4.22%▲ 2.34%▲ 0.65%
▲ 7.82%▲ 2.10%▲ 1.91%
▲ 5.38%▼ 0.89%▲ 1.60%
▲ 43.22%▲ 5.96%▲ 7.98%
▲ 3.34%▼ 1.56%▼ 2.68%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
LendingClub
0.43%
▼ 7.48%
1
Open
Dec 17, 2024
Q2 Holdings
0.46%
▼ 4.12%
1
Open
Dec 03, 2024
Realty Income
▲ 5.03%
5
Close
Nov 26, 2024
Kimco Realty
1.44%
▼ 7.09%
1
Open
Nov 26, 2024
YieldMax COIN Option Income Strategy ETF
8.2%
▲ 31.18%
2
Buy
Nov 25, 2024
Alpha Architect U.S. Quantitative Momentum ETF
2.02%
▼ 8.23%
1
Open
Nov 25, 2024
PepsiCo
0.4%
▼ 6.22%
2
Sell
Nov 21, 2024
Goldman Sachs S&P 500 Core Premium Income ETF
2.19%
▲ 1.14%
2
Buy
Nov 21, 2024
Cardinal Health
▲ 8.36%
3
Close
Nov 20, 2024
Morgan Stanley Direct Lending Fund
0.92%
▲ 4.15%
2
Buy
Nov 20, 2024
Celestica
0.52%
▲ 13.67%
1
Open
Nov 18, 2024
BlackRock Science & Technology Trust
1.52%
▲ 7.32%
12
Buy
Nov 06, 2024
Utilities Select Sector SPDR Fund
▲ 9.18%
2
Close
Nov 05, 2024
Carnival
0.59%
▲ 19.38%
1
Open
Nov 05, 2024
Virtus Reaves Utilities ETF
9.81%
▲ 1.59%
1
Open
Nov 05, 2024
iShares Russell Top 200 Growth ETF
5.76%
▲ 22.95%
4
Buy
Oct 27, 2024
Simplify Health Care ETF
▲ 0.69%
3
Close
Oct 27, 2024
Permian Resources
0.42%
▲ 0.93%
1
Open
Oct 27, 2024
iShares Gold Trust Micro ETF of Benef Interest
1.04%
▼ 3.43%
1
Open
Oct 23, 2024
iShares Silver Trust
0.95%
▼ 12.34%
1
Open
Oct 23, 2024