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New Portfolio - New Portfolio

PerformancePortfolio Details

SG

New Portfolio
Individual Investor
Ranked #136,232 out of 781,107 TipRanks' Investors
Success Rate
72%
33 out of 46
profitable transactions
Average Return
12.63%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.59%
6-Month Return▲ 15.39%
12-Month Return▲ 36.42%
YTD Return▲ 5.04%
Total Return▲ 0.54%

Best Trade

AssetPiraeus Bank (BPIRY)
Opened at
Closed at-
Gain▲ 151.78%

Bio

Long financials

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 2.77%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 6.75%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 6.57%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.77%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.00%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 3.25%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.55%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 5.04%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 2.77%
▲ 8.13%▲ 1.21%▲ 6.75%
▼ 13.14%▲ 2.34%▲ 6.57%
▲ 2.93%▲ 2.10%▲ 2.77%
▲ 10.00%▼ 0.89%▼ 2.00%
▲ 26.04%▲ 5.96%▲ 3.25%
▲ 5.93%▼ 2.41%▼ 2.55%
▲ 6.90%▲ 1.96%▲ 5.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
UBS
UBS Group AG
12.66%
▲ 42.66%
3
Sell
Jan 11, 2025
OWL
Blue Owl Capital
7.73%
▲ 42.13%
3
Sell
Jan 11, 2025
BIRK
Birkenstock Holding plc
2.66%
▲ 29.91%
3
Sell
Jan 11, 2025
EWZ
iShares MSCI Brazil ETF
2.15%
▲ 3.24%
1
Open
Jan 11, 2025
PAVE
Global X U.S. Infrastructure Development ETF
1.98%
▲ 5.69%
1
Open
Jan 11, 2025
TLT
iShares 20+ Year Treasury Bond ETF
3.97%
▲ 2.06%
1
Open
Jan 11, 2025
TGT
Target
4.95%
▲ 1.64%
1
Open
Dec 03, 2024
KWEB
KraneShares CSI China Internet ETF
0%
▼ 10.67%
1
Open
Sep 29, 2024
VUKG
Vanguard Funds PLC - Vanguard FTSE 100 UCITS ETF AccumGBP
―
▲ 0.01%
2
Close
Sep 18, 2024
BAYN
Bayer
2.01%
▼ 24.73%
1
Open
Aug 20, 2024
BCSF
Bain Capital Specialty Finance
0%
▲ 62.27%
3
Sell
Aug 19, 2024
BPIRY
Piraeus Bank
0%
▲ 151.78%
3
Sell
Aug 19, 2024
KVYO
Klaviyo, Inc. Class A
0%
▲ 57.50%
3
Sell
Aug 19, 2024
NKE
Nike
3.3%
▼ 14.12%
1
Open
Aug 19, 2024
OXY
Occidental Petroleum
4.56%
▼ 8.65%
1
Open
Aug 19, 2024
CVX
Chevron
7.14%
▲ 11.09%
1
Open
Aug 19, 2024
BPCR
BioPharma Credit PLC USD
―
▲ 9.33%
3
Close
Aug 17, 2024
SN
SharkNinja, Inc.
0%
▲ 87.27%
3
Sell
Aug 16, 2024
RHHBY
Roche Holding
3.38%
▲ 4.91%
2
Buy
Aug 16, 2024
PSHZF
Pershing Square Holdings Ltd Public Class USD Accum.Shs
4.71%
▲ 9.04%
1
Open
Aug 16, 2024