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US SWM - New Portfolio

US SWM
Individual Investor
Ranked #336,080 out of 769,002 TipRanks' Investors
Success Rate
51%
112 out of 222
profitable transactions
Average Return
7.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.66%
6-Month Return▲ 15.41%
12-Month Return▲ 29.12%
YTD Return▲ 11.44%
Total Return▼ 38.25%

Best Trade

Opened at
Closed at-
Gain▲ 478.94%

Bio

Diversified

Performance

26.27%0-26.27%
▼ 12.40%
▼ 4.03%
▼ 9.26%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 10.59%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.40%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.39%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 6.40%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 4.31%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 26.27%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 3.33%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 9.26%
▲ 11.46%▲ 5.06%▲ 10.59%
▼ 2.25%▲ 3.53%▼ 4.40%
▲ 25.72%▲ 1.21%▲ 1.39%
▼ 4.22%▲ 2.34%▼ 6.40%
▲ 7.82%▲ 2.10%▼ 4.31%
▲ 5.70%▼ 0.89%▲ 26.27%
▲ 21.94%▲ 3.81%▲ 3.33%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Sprouts Farmers
2.04%
▲ 0.43%
2
Buy
Nov 19, 2024
Dassault Systemes SA
▼ 14.04%
4
Close
Nov 12, 2024
Fluor
2.69%
▲ 46.28%
5
Buy
Nov 11, 2024
AppLovin
1.36%
▲ 13.54%
1
Open
Nov 11, 2024
Mercadolibre
4.1%
▲ 7.07%
3
Buy
Nov 08, 2024
Celsius Holdings
▼ 43.74%
9
Close
Nov 07, 2024
Genprex
2.49%
▼ 41.80%
9
Buy
Nov 06, 2024
Maplebear
0.6%
▼ 12.90%
1
Open
Nov 06, 2024
Exelixis
▲ 12.98%
7
Close
Nov 05, 2024
COMPASS Pathways
▼ 48.92%
4
Close
Nov 02, 2024
Willdan Group
▲ 48.09%
3
Close
Nov 02, 2024
Super Micro Computer
▼ 46.95%
6
Close
Nov 02, 2024
Zynex
▲ 0.38%
3
Close
Nov 02, 2024
Appian
2.65%
▼ 17.71%
4
Buy
Nov 01, 2024
Coinbase Global
5.38%
▲ 42.91%
5
Buy
Nov 01, 2024
Ardelyx
1.82%
▼ 24.39%
3
Buy
Nov 01, 2024
Broadcom
2.32%
▼ 4.63%
2
Buy
Nov 01, 2024
RTX
2.12%
▼ 3.77%
2
Buy
Oct 30, 2024
Rheinmetall
5.39%
▲ 17.61%
3
Buy
Oct 28, 2024
OceanaGold
1.32%
▲ 24.36%
2
Buy
Oct 26, 2024