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New Portfolio - New Portfolio

SG

New Portfolio
Individual Investor
Ranked #200,065 out of 775,923 TipRanks' Investors
Success Rate
65%
28 out of 43
profitable transactions
Average Return
10.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.53%
6-Month Return▲ 15.32%
12-Month Return▲ 28.89%
YTD Return▲ 27.58%
Total Return▼ 3.40%

Best Trade

Opened at
Closed at-
Gain▲ 128.98%

Bio

Long financials

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 6.43%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.77%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 6.75%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 6.57%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.77%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.99%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 3.25%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 1.68%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 6.43%
▼ 2.25%▲ 3.53%▼ 2.77%
▲ 25.71%▲ 1.21%▲ 6.75%
▼ 4.22%▲ 2.34%▲ 6.57%
▲ 7.82%▲ 2.10%▲ 2.77%
▲ 5.38%▼ 0.89%▼ 1.99%
▲ 43.22%▲ 5.96%▲ 3.25%
▲ 3.34%▼ 1.56%▼ 1.68%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Target
4.8%
▲ 0.02%
1
Open
Dec 03, 2024
KraneShares CSI China Internet ETF
0%
▼ 8.91%
1
Open
Sep 29, 2024
Vanguard Funds PLC - Vanguard FTSE 100 UCITS ETF AccumGBP
▲ 0.01%
2
Close
Sep 18, 2024
Bayer
1.8%
▼ 33.02%
1
Open
Aug 20, 2024
Bain Capital Specialty Finance
0%
▲ 56.72%
3
Sell
Aug 19, 2024
Piraeus Bank
0%
▲ 128.98%
3
Sell
Aug 19, 2024
Klaviyo, Inc. Class A
0%
▲ 72.79%
3
Sell
Aug 19, 2024
Nike
3.51%
▼ 6.73%
1
Open
Aug 19, 2024
Occidental Petroleum
4.3%
▼ 17.15%
1
Open
Aug 19, 2024
Chevron
6.52%
▼ 1.72%
1
Open
Aug 19, 2024
BioPharma Credit PLC USD
▲ 9.33%
3
Close
Aug 17, 2024
SharkNinja, Inc.
0%
▲ 63.29%
3
Sell
Aug 16, 2024
Roche Holding
3.15%
▼ 0.43%
2
Buy
Aug 16, 2024
Pershing Square Holdings Ltd Public Class USD Accum.Shs
4.28%
▼ 1.16%
1
Open
Aug 16, 2024
VanEck Uranium + Nuclear Energy ETF
3.78%
▲ 11.31%
1
Open
Aug 16, 2024
VanEck India Growth Leaders ETF
2.36%
▼ 0.50%
1
Open
Aug 16, 2024
iShares MSCI India Small Cap ETF
3.53%
▲ 0.49%
1
Open
Aug 16, 2024
Pershing Square Holdings Ltd Public Class USD Accum.Shs
▲ 0.76%
3
Close
Mar 20, 2024
UBS Group AG
16.32%
▲ 24.81%
2
Buy
Mar 19, 2024
Blue Owl Capital
10.73%
▲ 37.50%
2
Buy
Mar 19, 2024