Working with TipRanks
Follow Us
Stocks
ETFs
Options
Commodities
Crypto
Currency
Pro Newsletters
Research Tools
Calendars
Economic Indicators
Calculators
Education
About Us
Working with TipRanks
Follow Us
UBS - New Portfolio
Rafart
UBSIndividual Investor
Ranked #17,187 out of 748,626 TipRanks' Investors
Success Rate
150 out of 247
profitable transactions
profitable transactions
Average Return
67.40%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 4.07%
6-Month Return▲ 9.10%
12-Month Return▲ 21.27%
YTD Return▲ 13.61%
Total Return▲ 233.30%
Best Trade
Bio
All equity portfolio with a few foreign positions and some margin, designed for growth and dividend collection.
Performance
24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▲ 4.28%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 3.17%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.49%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.81%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.06%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.64%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.53%
Jun 2024
▲ 24.77%
▼ 1.07%
▼ 3.21%
Jul 2024
▲ 5.14%▲ 4.57%▲ 4.28%
▼ 1.87%▲ 1.59%▲ 3.17%
▲ 14.08%▲ 5.22%▲ 6.49%
▲ 5.05%▲ 3.27%▲ 1.81%
▼ 12.40%▼ 4.03%▼ 4.06%
▲ 11.46%▲ 5.06%▲ 4.64%
▼ 2.25%▲ 3.53%▲ 4.53%
▲ 24.77%▼ 1.07%▼ 3.21%
Recent Activity
Walmart
2.39%
▲ 95.95%
6
Buy
May 06, 2024
Nvidia
7.87%
▲ 452.19%
8
Buy
May 06, 2024
Accenture
―
▲ 34.25%
8
Close
May 06, 2024
Costco
2.52%
▲ 342.19%
9
Buy
May 06, 2024
Coca-Cola
2.3%
▲ 29.25%
9
Buy
May 06, 2024
Home Depot
2%
▲ 149.58%
8
Buy
May 06, 2024
Adobe
―
▲ 31.56%
4
Close
May 06, 2024
Amazon
3.94%
▲ 186.57%
11
Buy
May 06, 2024
Procter & Gamble
2.47%
▲ 25.64%
7
Buy
May 06, 2024
Visa
2.14%
▲ 145.27%
8
Buy
May 06, 2024
PepsiCo
2.04%
▲ 71.42%
9
Buy
May 06, 2024
McDonald's
2.68%
▲ 26.74%
4
Buy
May 06, 2024
Ulta Beauty
―
▼ 29.76%
8
Close
May 06, 2024
Live Nation Entertainment
―
▲ 11.18%
2
Close
May 06, 2024
AstraZeneca
―
▲ 12.91%
2
Close
May 06, 2024
InterDigital
―
▼ 2.21%
2
Close
May 06, 2024
Novo Nordisk
2.53%
▲ 2.62%
1
Open
May 06, 2024
Starbucks
―
▲ 70.92%
9
Close
Dec 29, 2023
AbbVie
―
▲ 10.66%
4
Close
Dec 29, 2023
Chevron
―
▲ 2.76%
2
Close
Dec 29, 2023