Capitael Rebalance - New Portfolio

Suveer Arora

Capitael Rebalance
Individual Investor
Ranked #141,737 out of 748,870 TipRanks' Investors
Success Rate
59%
178 out of 300
profitable transactions
Average Return
8.94%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.14%
6-Month Return▲ 9.99%
12-Month Return▲ 16.05%
YTD Return▲ 12.24%
Total Return▲ 73.64%

Best Trade

Opened at
Closed at
Gain▲ 209.08%

Bio

Concentrated value - strive to outperform in the long run

Performance

25.16%0-25.16%
▲ 5.14%
▲ 4.57%
▲ 6.97%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.48%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 7.97%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.68%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.33%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.01%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.75%
Jun 2024
▲ 25.16%
▲ 0.04%
▼ 1.14%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 6.97%
▼ 1.87%▲ 1.59%▲ 1.48%
▲ 14.08%▲ 5.22%▲ 7.97%
▲ 5.05%▲ 3.27%▲ 1.68%
▼ 12.40%▼ 4.03%▼ 0.33%
▲ 11.46%▲ 5.06%▲ 3.01%
▼ 2.25%▲ 3.53%▼ 0.75%
▲ 25.16%▲ 0.04%▼ 1.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Adyen
0.67%
▲ 0.01%
16
Buy
Jul 26, 2024
ASM International
4.77%
▲ 35.53%
17
Sell
Jul 24, 2024
Sea
0.01%
▲ 13.87%
13
Sell
Jul 24, 2024
ATOSS Software
16.34%
▲ 10.68%
8
Buy
Jul 22, 2024
Stoneco
4.96%
▼ 9.51%
9
Buy
Jul 22, 2024
Applied Materials
13.36%
▼ 4.86%
7
Buy
Jul 22, 2024
Block
4.61%
▼ 12.35%
4
Buy
Jul 22, 2024
Berkshire Hathaway B
9.97%
▲ 21.60%
18
Buy
Jul 19, 2024
Resmed
18.36%
▼ 0.32%
8
Buy
Jun 27, 2024
Encore Wire
▲ 52.88%
12
Close
Jun 06, 2024
Arch Capital Group
15.45%
▲ 10.94%
8
Buy
Jun 06, 2024
Micron
▼ 24.23%
12
Close
May 22, 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
▲ 7.31%
3
Close
Apr 10, 2024
BioNTech SE
▼ 7.42%
11
Close
Mar 11, 2024
Adobe
▲ 37.31%
16
Close
Mar 04, 2024
Qualys
▼ 16.90%
2
Close
Mar 04, 2024
Mensch und Maschine Software SE
▼ 5.41%
2
Close
Mar 01, 2024