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Capitael Rebalance - New Portfolio

PerformancePortfolio Details

Suveer Arora

Capitael Rebalance
Individual Investor
Ranked #174,688 out of 775,923 TipRanks' Investors
Success Rate
59%
199 out of 338
profitable transactions
Average Return
11.27%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.46%
6-Month Return▲ 8.25%
12-Month Return▲ 26.51%
YTD Return▲ 25.63%
Total Return▲ 94.35%

Best Trade

AssetMeta Platforms (META)
Opened at
Closed at
Gain▲ 209.08%

Bio

Concentrated value - strive to outperform in the long run

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 3.01%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.75%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 0.80%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 8.04%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.92%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 4.97%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 9.14%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 6.63%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 3.01%
▼ 2.25%▲ 3.53%▼ 0.75%
▲ 25.71%▲ 1.21%▲ 0.80%
▼ 4.22%▲ 2.34%▲ 8.04%
▲ 7.82%▲ 2.10%▲ 4.92%
▲ 5.38%▼ 0.89%▼ 4.97%
▲ 43.22%▲ 5.96%▲ 9.14%
▲ 3.34%▼ 1.56%▼ 6.63%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AMD
Advanced Micro Devices
7.32%
▼ 15.57%
8
Buy
Dec 20, 2024
SE
Sea
14.94%
▲ 72.69%
21
Buy
Dec 20, 2024
MELI
Mercadolibre
7.95%
▼ 6.72%
2
Buy
Dec 20, 2024
CRM
Salesforce
12.78%
▼ 11.90%
15
Buy
Dec 05, 2024
ADYEY
Adyen
11.65%
▲ 17.13%
24
Buy
Dec 05, 2024
DELL
Dell Technologies
12.46%
▼ 2.07%
4
Buy
Nov 27, 2024
MU
Micron
―
▼ 12.53%
17
Close
Nov 25, 2024
ACGL
Arch Capital Group
15.11%
▲ 2.61%
13
Buy
Nov 25, 2024
SHOP
Shopify
3.54%
▼ 5.34%
1
Open
Nov 13, 2024
BRK.B
Berkshire Hathaway B
14.24%
▲ 19.32%
21
Buy
Nov 06, 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
KLAC
KLA
―
▲ 53.57%
10
Close
May 22, 2024