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US SWM - New Portfolio

US SWM
Individual Investor
Ranked #445,428 out of 793,704 TipRanks' Investors
Success Rate
42%
109 out of 259
profitable transactions
Average Return
-3.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.66%
6-Month Return▲ 17.01%
12-Month Return▲ 3.54%
YTD Return▼ 3.91%
Total Return▼ 43.75%

Best Trade

Opened at
Closed at-
Gain▲ 263.58%

Bio

Diversified

Performance

26.19%0-26.19%
▼ 13.14%
▲ 2.34%
▼ 6.40%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 4.31%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 26.19%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.62%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 8.06%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 6.14%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.99%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 2.66%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 6.40%
▲ 2.93%▲ 2.10%▼ 4.31%
▲ 10.00%▼ 0.89%▲ 26.19%
▲ 26.01%▲ 5.96%▲ 6.62%
▲ 5.33%▼ 2.41%▼ 8.06%
▲ 5.89%▲ 2.69%▲ 6.14%
▼ 12.86%▼ 1.27%▼ 6.99%
▲ 3.73%▼ 4.27%▼ 2.66%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Genprex
0.68%
▼ 73.66%
10
Buy
Mar 18, 2025
Chipotle
2.01%
▼ 10.15%
5
Buy
Mar 18, 2025
Trade Desk
3.96%
▼ 24.23%
10
Buy
Mar 12, 2025
Veeva Systems
3.05%
▲ 20.32%
5
Buy
Mar 07, 2025
Broadcom
3.82%
▼ 6.21%
5
Buy
Mar 07, 2025
Hochtief
5.4%
▲ 11.34%
1
Open
Feb 21, 2025
Sterling Construction
2.31%
▲ 101.04%
5
Buy
Feb 14, 2025
HEICO
▲ 14.32%
4
Close
Feb 14, 2025
Gaztransport et technigaz
3.81%
▲ 10.36%
4
Buy
Feb 10, 2025
Ceragon Networks
0.36%
▼ 49.58%
1
Open
Feb 09, 2025
DXP Enterprises
0.82%
▼ 19.05%
1
Open
Feb 09, 2025
Power Solutions
0.36%
▼ 32.37%
1
Open
Feb 09, 2025
NEXTracker, Inc. Class A
1.69%
▲ 5.23%
8
Buy
Feb 05, 2025
Fluor
1.65%
▼ 0.63%
6
Buy
Feb 02, 2025
Eldorado Gold
3.7%
▲ 4.39%
5
Buy
Feb 01, 2025
Vertex Pharmaceuticals
2.48%
▲ 8.85%
1
Open
Jan 31, 2025
Rigetti Computing
0.84%
▼ 35.69%
1
Open
Jan 31, 2025
Chart Industries
1.14%
▼ 29.64%
1
Open
Jan 21, 2025
Snowflake
0.77%
▼ 9.54%
1
Open
Jan 21, 2025
Veolia Environnement
2.4%
▲ 14.56%
3
Buy
Jan 19, 2025