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US SWM - New Portfolio

PerformancePortfolio Details

US SWM
Individual Investor
Ranked #469,932 out of 788,370 TipRanks' Investors
Success Rate
46%
117 out of 252
profitable transactions
Average Return
-0.11%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.15%
6-Month Return▲ 21.82%
12-Month Return▲ 13.18%
YTD Return▲ 1.17%
Total Return▼ 40.60%

Best Trade

AssetCrowdStrike... (CRWD)
Opened at
Closed at-
Gain▲ 303.37%

Bio

Diversified

Performance

26.22%0-26.22%
▲ 8.13%
▲ 1.21%
▲ 1.39%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 6.40%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 4.31%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 26.22%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 6.62%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 7.81%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 5.97%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 4.53%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 1.39%
▼ 13.14%▲ 2.34%▼ 6.40%
▲ 2.93%▲ 2.10%▼ 4.31%
▲ 9.99%▼ 0.89%▲ 26.22%
▲ 26.03%▲ 5.96%▲ 6.62%
▲ 5.97%▼ 2.41%▼ 7.81%
▲ 5.25%▲ 2.69%▲ 5.97%
▼ 9.08%▲ 1.42%▼ 4.53%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
HOT
Hochtief
5.03%
0.00%
1
Open
Feb 21, 2025
TTD
Trade Desk
2.28%
▼ 9.64%
8
Buy
Feb 14, 2025
STRL
Sterling Construction
2.46%
▲ 99.82%
5
Buy
Feb 14, 2025
HEI
HEICO
―
▲ 14.32%
4
Close
Feb 14, 2025
GTT
Gaztransport et technigaz
4.26%
▲ 19.61%
4
Buy
Feb 10, 2025
CRNT
Ceragon Networks
0.48%
▼ 37.29%
1
Open
Feb 09, 2025
DXPE
DXP Enterprises
0.95%
▼ 12.23%
1
Open
Feb 09, 2025
PSIX
Power Solutions
0.43%
▼ 24.86%
1
Open
Feb 09, 2025
NXT
NEXTracker, Inc. Class A
1.95%
▲ 13.53%
8
Buy
Feb 05, 2025
FLR
Fluor
1.79%
▲ 0.90%
6
Buy
Feb 02, 2025
EGO
Eldorado Gold
3.19%
▼ 16.03%
5
Buy
Feb 01, 2025
VRTX
Vertex Pharmaceuticals
2.56%
▲ 4.89%
1
Open
Jan 31, 2025
RGTI
Rigetti Computing
1.14%
▼ 18.38%
1
Open
Jan 31, 2025
GTLS
Chart Industries
1.44%
▼ 16.71%
1
Open
Jan 21, 2025
SNOW
Snowflake
0.94%
▲ 2.51%
1
Open
Jan 21, 2025
VIE
Veolia Environnement
2.12%
▼ 1.97%
3
Buy
Jan 19, 2025
PSTG
Pure Storage
1.72%
▼ 3.17%
2
Buy
Jan 19, 2025
CLSK
Cleanspark
1.47%
▼ 42.71%
7
Buy
Jan 05, 2025
NET
Cloudflare
―
▲ 34.58%
7
Close
Jan 04, 2025
ALTM
Arcadium Lithium Plc
―
▲ 37.94%
5
Close
Jan 04, 2025