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US SWM - New Portfolio

US SWM
Individual Investor
Ranked #369,417 out of 747,498 TipRanks' Investors
Success Rate
47%
86 out of 184
profitable transactions
Average Return
1.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.90%
6-Month Return▲ 2.84%
12-Month Return▼ 8.94%
YTD Return▼ 3.11%
Total Return▼ 46.31%

Best Trade

Opened at
Closed at-
Gain▲ 254.58%

Bio

Diversified

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 12.82%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 6.46%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.11%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.68%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 9.26%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 10.59%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.40%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 3.01%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 12.82%
▼ 1.87%▲ 1.59%▼ 6.46%
▲ 14.08%▲ 5.22%▲ 4.11%
▲ 5.05%▲ 3.27%▲ 0.68%
▼ 12.40%▼ 4.03%▼ 9.26%
▲ 11.46%▲ 5.06%▲ 10.59%
▼ 2.25%▲ 3.53%▼ 4.40%
▲ 25.65%▲ 0.88%▲ 3.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Celsius Holdings
2.35%
▼ 27.68%
6
Buy
Jul 17, 2024
Titan Machinery
0%
▼ 26.92%
2
Sell
Jul 14, 2024
Veralto Corporation
1.99%
▲ 0.46%
1
Open
Jul 14, 2024
Arcadium Lithium Plc
2.45%
▼ 7.25%
3
Buy
Jul 12, 2024
Eldorado Gold
▲ 8.67%
3
Close
Jul 12, 2024
Chipotle
1.07%
▼ 7.16%
1
Open
Jul 12, 2024
Sterling Construction
3.37%
▲ 127.29%
4
Buy
Jul 11, 2024
Gaztransport et technigaz
6.46%
▲ 0.50%
3
Buy
Jul 11, 2024
Eldorado Gold
3.26%
▲ 5.16%
3
Buy
Jul 11, 2024
Academy Sports and Outdoors
▼ 5.03%
7
Close
Jul 02, 2024
Ardelyx
1.12%
▼ 18.23%
2
Buy
Jul 02, 2024
Microstrategy
▼ 28.82%
3
Close
Jun 30, 2024
NEXTracker, Inc. Class A
2.83%
▲ 20.06%
7
Buy
Jun 27, 2024
Fiserv
2.36%
▲ 17.73%
5
Buy
Jun 13, 2024
Trade Desk
3.37%
▲ 27.08%
6
Buy
Jun 07, 2024
Trane Technologies
2.01%
▲ 3.48%
1
Open
Jun 07, 2024
Quanex
1.08%
▼ 1.18%
1
Open
Jun 07, 2024
Teradyne
2.28%
▲ 24.36%
3
Buy
Jun 06, 2024
Dassault Systemes SA
1.13%
▼ 6.21%
2
Buy
Jun 06, 2024
Veeva Systems
2.95%
▼ 2.50%
4
Buy
Jun 06, 2024