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Capitael Rebalance - New Portfolio

PerformancePortfolio Details

Suveer Arora

Capitael Rebalance
Individual Investor
Ranked #172,862 out of 781,348 TipRanks' Investors
Success Rate
60%
205 out of 342
profitable transactions
Average Return
11.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.33%
6-Month Return▲ 13.55%
12-Month Return▲ 30.62%
YTD Return▲ 5.50%
Total Return▲ 103.21%

Best Trade

AssetSea (SE)
Opened at
Closed at-
Gain▲ 220.22%

Bio

Concentrated value - strive to outperform in the long run

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.75%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 0.80%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 8.04%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.92%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 4.76%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 9.14%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 7.67%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 5.50%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 0.75%
▲ 8.13%▲ 1.21%▲ 0.80%
▼ 13.14%▲ 2.34%▲ 8.04%
▲ 2.93%▲ 2.10%▲ 4.92%
▲ 10.00%▼ 0.89%▼ 4.76%
▲ 26.04%▲ 5.96%▲ 9.14%
▲ 5.93%▼ 2.41%▼ 7.67%
▲ 6.90%▲ 1.96%▲ 5.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ASML
ASML Holding
4.8%
▲ 31.25%
6
Open
Dec 27, 2024
AMD
Advanced Micro Devices
4.08%
▼ 10.74%
9
Sell
Dec 26, 2024
BRK.B
Berkshire Hathaway B
13.52%
▲ 20.85%
22
Sell
Dec 23, 2024
ACGL
Arch Capital Group
14.73%
▲ 7.00%
14
Sell
Dec 23, 2024
DELL
Dell Technologies
6.05%
▼ 5.64%
5
Sell
Dec 23, 2024
SE
Sea
17.37%
▲ 78.88%
21
Buy
Dec 20, 2024
MELI
Mercadolibre
9.23%
▲ 3.05%
2
Buy
Dec 20, 2024
CRM
Salesforce
13.23%
▼ 12.86%
15
Buy
Dec 05, 2024
ADYEY
Adyen
13.24%
▲ 20.61%
24
Buy
Dec 05, 2024
MU
Micron
―
▼ 12.53%
17
Close
Nov 25, 2024
SHOP
Shopify
3.76%
▼ 7.65%
1
Open
Nov 13, 2024
STNE
Stoneco
―
▼ 14.48%
12
Close
Oct 07, 2024
SQ
Block
―
▼ 0.25%
8
Close
Oct 07, 2024
ULTA
Ulta Beauty
―
▲ 17.55%
11
Close
Sep 27, 2024
AMAT
Applied Materials
―
▼ 11.56%
11
Close
Sep 17, 2024
AOF
ATOSS Software
―
▼ 1.04%
10
Close
Sep 13, 2024
RMD
Resmed
―
▲ 24.12%
10
Close
Sep 04, 2024
ASMIY
ASM International
―
▲ 33.67%
19
Close
Aug 20, 2024
AZO
AutoZone
―
▲ 25.69%
4
Close
Aug 15, 2024
WIRE
Encore Wire
―
▲ 52.88%
12
Close
Jun 06, 2024