US SWM - New Portfolio

US SWM
Individual Investor
Ranked #366,078 out of 764,637 TipRanks' Investors
Success Rate
47%
99 out of 209
profitable transactions
Average Return
4.87%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 26.72%
6-Month Return▲ 18.47%
12-Month Return▲ 27.71%
YTD Return▲ 7.85%
Total Return▼ 40.24%

Best Trade

Opened at
Closed at-
Gain▲ 442.93%

Bio

Diversified

Performance

26.31%0-26.31%
▼ 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
▼ 4.21%
▲ 2.34%
▼ 6.40%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 4.31%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 26.31%
Oct 2024
▼ 2.57%
▲ 0.42%
▼ 0.02%
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%
▼ 4.21%▲ 2.34%▼ 6.40%
▲ 7.82%▲ 2.10%▼ 4.31%
▲ 6.02%▼ 0.89%▲ 26.31%
▼ 2.57%▲ 0.42%▼ 0.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Exelixis
0%
▲ 12.39%
6
Sell
Nov 02, 2024
COMPASS Pathways
▼ 48.15%
4
Close
Nov 02, 2024
Willdan Group
▲ 44.42%
3
Close
Nov 02, 2024
Super Micro Computer
▼ 46.91%
6
Close
Nov 02, 2024
Zynex
▲ 9.91%
3
Close
Nov 02, 2024
Appian
2.92%
▼ 22.06%
4
Buy
Nov 01, 2024
Coinbase Global
3.55%
▼ 22.91%
5
Buy
Nov 01, 2024
Ardelyx
2.3%
▼ 9.62%
3
Buy
Nov 01, 2024
Broadcom
2.7%
▼ 2.65%
2
Buy
Nov 01, 2024
Genprex
3.82%
▲ 10.64%
8
Buy
Oct 31, 2024
Dassault Systemes SA
0%
▼ 12.96%
3
Sell
Oct 30, 2024
RTX
2.34%
▼ 4.60%
2
Buy
Oct 30, 2024
Rheinmetall
4.86%
▼ 5.74%
3
Buy
Oct 28, 2024
OceanaGold
1.33%
▲ 14.74%
2
Buy
Oct 26, 2024
Cadence Design
3.44%
▼ 2.12%
4
Buy
Oct 26, 2024
A-Mark Precious Metals
▲ 6.45%
3
Close
Oct 26, 2024
Nu Holdings
2.85%
▼ 7.36%
1
Open
Oct 26, 2024
Quanex
▼ 6.16%
2
Close
Oct 23, 2024
Imperial Oil
▲ 9.38%
2
Close
Oct 23, 2024
Chipotle
1.83%
▲ 0.12%
2
Buy
Oct 18, 2024