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Growth Fund - New Portfolio

Waseem Swar

Growth Fund
Individual Investor
Ranked #337,861 out of 746,803 TipRanks' Investors
Success Rate
54%
15 out of 28
profitable transactions
Average Return
4.15%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.01%
6-Month Return-
12-Month Return-
YTD Return▲ 13.17%
Total Return▲ 13.17%

Best Trade

Opened at
Closed at-
Gain▲ 53.60%

Bio

Performance

24.01%0-24.01%
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.89%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.88%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.66%
May 2024
▼ 2.25%
▲ 3.53%
▲ 7.76%
Jun 2024
▲ 24.01%
▲ 3.79%
▲ 0.49%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%▲ 0.89%
▼ 12.40%▼ 4.03%▼ 2.88%
▲ 11.46%▲ 5.06%▲ 6.66%
▼ 2.25%▲ 3.53%▲ 7.76%
▲ 24.01%▲ 3.79%▲ 0.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
7.75%
▲ 7.86%
3
Open
Jun 10, 2024
Meta Platforms
7.56%
▼ 1.84%
3
Open
Jun 10, 2024
Mastercard
7.83%
▼ 1.09%
3
Open
Jun 10, 2024
Alphabet Class C
7.71%
▲ 0.51%
3
Open
Jun 10, 2024
Broadcom
7.5%
▲ 7.22%
3
Open
Jun 10, 2024
Arista Networks
▲ 3.42%
2
Close
Jun 10, 2024
Tradeweb Markets
▲ 0.04%
2
Close
Jun 10, 2024
Tractor Supply
▲ 9.59%
2
Close
Jun 10, 2024
Costco
7.72%
▲ 0.29%
1
Open
Jun 10, 2024
Mercadolibre
▼ 5.40%
2
Close
Mar 06, 2024
Lam Research
▲ 0.03%
2
Close
Mar 06, 2024
Transdigm Group
▼ 1.23%
2
Close
Mar 06, 2024
Dynatrace
▼ 5.57%
2
Close
Mar 06, 2024
Salesforce
▼ 4.14%
2
Close
Mar 06, 2024
Adobe
▼ 4.88%
2
Close
Mar 06, 2024
Intercontinental Exchange
▲ 0.62%
2
Close
Mar 06, 2024
Palo Alto Networks
7.75%
▲ 11.94%
1
Open
Mar 01, 2024
Nvidia
7.65%
▲ 53.60%
1
Open
Mar 01, 2024
ServiceNow
7.65%
▼ 1.66%
1
Open
Mar 01, 2024
Microsoft
7.79%
▲ 8.38%
1
Open
Mar 01, 2024