Capitael Rebalance - New Portfolio

Suveer Arora

Capitael Rebalance
Individual Investor
Ranked #126,783 out of 764,830 TipRanks' Investors
Success Rate
62%
201 out of 327
profitable transactions
Average Return
11.11%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.45%
6-Month Return▲ 8.18%
12-Month Return▲ 37.18%
YTD Return▲ 22.94%
Total Return▲ 90.20%

Best Trade

Opened at
Closed at
Gain▲ 209.08%

Bio

Concentrated value - strive to outperform in the long run

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 0.33%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.01%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.75%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 0.80%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 8.04%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.92%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 4.74%
Oct 2024
▼ 2.13%
▲ 0.42%
▼ 0.52%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 0.33%
▲ 11.46%▲ 5.06%▲ 3.01%
▼ 2.25%▲ 3.53%▼ 0.75%
▲ 25.72%▲ 1.21%▲ 0.80%
▼ 4.21%▲ 2.34%▲ 8.04%
▲ 7.82%▲ 2.10%▲ 4.92%
▲ 6.02%▼ 0.89%▼ 4.74%
▼ 2.13%▲ 0.42%▼ 0.52%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Arch Capital Group
10.68%
▲ 3.16%
12
Sell
Nov 01, 2024
Advanced Micro Devices
3.99%
▼ 1.02%
6
Sell
Oct 31, 2024
Stoneco
▼ 14.48%
12
Close
Oct 07, 2024
Block
▼ 0.25%
8
Close
Oct 07, 2024
Dell Technologies
18.92%
▲ 11.66%
3
Buy
Oct 06, 2024
Ulta Beauty
▲ 17.55%
11
Close
Sep 27, 2024
Sea
24.15%
▲ 59.95%
16
Sell
Sep 27, 2024
Adyen
21.92%
▲ 20.06%
22
Sell
Sep 27, 2024
Berkshire Hathaway B
8%
▲ 20.07%
20
Buy
Sep 24, 2024
Micron
12.33%
▼ 13.43%
15
Buy
Sep 23, 2024
Applied Materials
▼ 11.56%
11
Close
Sep 17, 2024
ATOSS Software
▼ 1.04%
10
Close
Sep 13, 2024
Resmed
▲ 24.12%
10
Close
Sep 04, 2024
ASM International
▲ 33.67%
19
Close
Aug 20, 2024
AutoZone
▲ 25.69%
4
Close
Aug 15, 2024
Encore Wire
▲ 52.88%
12
Close
Jun 06, 2024
KLA
▲ 53.57%
10
Close
May 22, 2024
Zoetis
▼ 10.95%
15
Close
Apr 12, 2024
Apollo Global Management
▼ 0.39%
2
Close
Apr 12, 2024
ASM International NV
▼ 2.06%
3
Close
Apr 10, 2024