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Capitael Rebalance - New Portfolio

PerformancePortfolio Details

Suveer Arora

Capitael Rebalance
Individual Investor
Ranked #145,070 out of 788,370 TipRanks' Investors
Success Rate
61%
212 out of 346
profitable transactions
Average Return
13.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.11%
6-Month Return▲ 11.38%
12-Month Return▲ 29.30%
YTD Return▲ 9.15%
Total Return▲ 110.24%

Best Trade

AssetSea (SE)
Opened at
Closed at-
Gain▲ 245.85%

Bio

Concentrated value - strive to outperform in the long run

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 0.80%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 8.04%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.92%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 4.76%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 9.14%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 7.67%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 8.34%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 0.75%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 0.80%
▼ 13.14%▲ 2.34%▲ 8.04%
▲ 2.93%▲ 2.10%▲ 4.92%
▲ 9.99%▼ 0.89%▼ 4.76%
▲ 26.03%▲ 5.96%▲ 9.14%
▲ 5.97%▼ 2.41%▼ 7.67%
▲ 5.25%▲ 2.69%▲ 8.34%
▼ 9.08%▲ 1.42%▲ 0.75%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SHOP
Shopify
5.75%
▼ 5.11%
2
Buy
Feb 18, 2025
UBER
Uber Technologies
2.94%
▼ 3.19%
1
Open
Feb 18, 2025
ASML
ASML Holding
8.9%
▲ 25.64%
8
Sell
Feb 10, 2025
AMD
Advanced Micro Devices
0.01%
▼ 19.09%
10
Sell
Feb 06, 2025
MELI
Mercadolibre
15.09%
▲ 22.06%
3
Buy
Feb 06, 2025
DELL
Dell Technologies
0.01%
▼ 0.12%
6
Sell
Feb 03, 2025
BRK.B
Berkshire Hathaway B
12.48%
▲ 21.86%
22
Sell
Dec 23, 2024
ACGL
Arch Capital Group
12.37%
▼ 0.61%
14
Sell
Dec 23, 2024
SE
Sea
16.96%
▲ 93.20%
21
Buy
Dec 20, 2024
CRM
Salesforce
11.34%
▼ 13.83%
15
Buy
Dec 05, 2024
ADYEY
Adyen
14.15%
▲ 41.56%
24
Buy
Dec 05, 2024
MU
Micron
―
▼ 12.53%
17
Close
Nov 25, 2024
STNE
Stoneco
―
▼ 14.48%
12
Close
Oct 07, 2024
XYZ
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