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SWM Strategy #3DT - New Portfolio
Shep Fargotstein
SWM Strategy #3DTIndividual Investor
Ranked #72,163 out of 775,923 TipRanks' Investors
Success Rate
307 out of 610
profitable transactions
profitable transactions
Average Return
50.64%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.04%
6-Month Return▲ 0.94%
12-Month Return▲ 40.71%
YTD Return▲ 40.83%
Total Return▲ 289.98%
Best Trade
Bio
The Disruptive Technologies portfolio consists of 15-35 companies that are disrupting business sectors. We go anywhere in the world, and any cap size. We use the PEG ratio, and other technical metrics before investing. No more than 15% per name.
Performance
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 8.59%
May 2024
▼ 2.25%
▲ 3.53%
▲ 12.57%
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 5.58%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.42%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.87%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.13%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 4.21%
Nov 2024
▲ 3.34%
▼ 1.56%
▲ 1.07%
Dec 2024
▲ 11.46%▲ 5.06%▲ 8.59%
▼ 2.25%▲ 3.53%▲ 12.57%
▲ 25.71%▲ 1.21%▼ 5.58%
▼ 4.22%▲ 2.34%▼ 0.42%
▲ 7.82%▲ 2.10%▲ 1.87%
▲ 5.38%▼ 0.89%▼ 1.13%
▲ 43.22%▲ 5.96%▲ 4.21%
▲ 3.34%▼ 1.56%▲ 1.07%
Recent Activity
Applied Materials
3.23%
▲ 11.60%
16
Sell
Nov 18, 2024
ASML Holding
3%
▼ 12.53%
12
Sell
Nov 18, 2024
ARM Holdings PLC ADR
3.65%
▲ 21.89%
9
Sell
Nov 18, 2024
Intuit
6.81%
▲ 25.69%
21
Buy
Oct 10, 2024
Nvidia
22.64%
▲ 915.29%
36
Buy
Oct 10, 2024
NuScale Power
2.24%
▼ 10.98%
6
Open
Oct 10, 2024
Alphabet Class C
―
▲ 2.56%
23
Close
Oct 10, 2024
Amazon
9.5%
▲ 68.86%
27
Buy
Oct 10, 2024
Meta Platforms
8.37%
▲ 13.82%
30
Buy
Oct 10, 2024
Salesforce
9.09%
▲ 38.38%
24
Buy
Oct 10, 2024
Microsoft
8.42%
▲ 6.22%
12
Buy
Oct 10, 2024
Taiwan Semiconductor Manufacturing
8.54%
▲ 50.59%
13
Buy
Oct 10, 2024
Nova
7.08%
▲ 53.04%
13
Buy
Oct 10, 2024
Vertiv Holdings
7.41%
▲ 29.44%
5
Buy
Oct 10, 2024
SPDR Gold Shares
―
▼ 1.05%
4
Close
Jul 26, 2024
ServiceNow
―
▲ 1.19%
6
Close
Jul 17, 2024
AES
―
▼ 7.97%
4
Close
Jul 17, 2024
Gauzy Ltd.
―
▼ 2.77%
3
Close
Jul 17, 2024
Eaton Vance Floating Rate Fund Class A
―
▲ 0.12%
2
Close
Jul 17, 2024
Synopsys
―
▼ 1.24%
3
Close
May 22, 2024