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New Portfolio - New Portfolio

PerformancePortfolio Details

SG

New Portfolio
Individual Investor
Ranked #132,195 out of 788,370 TipRanks' Investors
Success Rate
72%
33 out of 46
profitable transactions
Average Return
14.15%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.70%
6-Month Return▲ 9.28%
12-Month Return▲ 31.49%
YTD Return▲ 7.62%
Total Return▲ 2.93%

Best Trade

AssetPiraeus Bank (BPIRY)
Opened at
Closed at-
Gain▲ 184.49%

Bio

Long financials

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 6.63%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 6.58%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.77%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 2.00%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 3.28%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 2.52%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 8.68%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 0.98%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 6.63%
▼ 13.14%▲ 2.34%▲ 6.58%
▲ 2.93%▲ 2.10%▲ 2.77%
▲ 9.99%▼ 0.89%▼ 2.00%
▲ 26.03%▲ 5.96%▲ 3.28%
▲ 5.97%▼ 2.41%▼ 2.52%
▲ 5.25%▲ 2.69%▲ 8.68%
▼ 9.08%▲ 1.42%▼ 0.98%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
UBS
UBS Group AG
12.13%
▲ 40.27%
3
Sell
Jan 11, 2025
OWL
Blue Owl Capital
7.02%
▲ 30.51%
3
Sell
Jan 11, 2025
BIRK
Birkenstock Holding plc
2.35%
▲ 12.28%
3
Sell
Jan 11, 2025
EWZ
iShares MSCI Brazil ETF
2.31%
▲ 11.66%
1
Open
Jan 11, 2025
PAVE
Global X U.S. Infrastructure Development ETF
1.83%
▼ 0.32%
1
Open
Jan 11, 2025
TLT
iShares 20+ Year Treasury Bond ETF
4.06%
▲ 4.89%
1
Open
Jan 11, 2025
TGT
Target
4.5%
▼ 4.66%
1
Open
Dec 03, 2024
KWEB
KraneShares CSI China Internet ETF
0%
▲ 11.43%
1
Open
Sep 29, 2024
VUKG
Vanguard Funds PLC - Vanguard FTSE 100 UCITS ETF AccumGBP
―
▲ 0.01%
2
Close
Sep 18, 2024
BAYN
Bayer
2.09%
▼ 22.00%
1
Open
Aug 20, 2024
BCSF
Bain Capital Specialty Finance
0%
▲ 73.84%
3
Sell
Aug 19, 2024
BPIRY
Piraeus Bank
0%
▲ 184.49%
3
Sell
Aug 19, 2024
KVYO
Klaviyo, Inc. Class A
0%
▲ 64.05%
3
Sell
Aug 19, 2024
NKE
Nike
3.46%
▼ 7.26%
1
Open
Aug 19, 2024
OXY
Occidental Petroleum
4.57%
▼ 11.37%
1
Open
Aug 19, 2024
CVX
Chevron
7.11%
▲ 9.16%
1
Open
Aug 19, 2024
BPCR
BioPharma Credit PLC USD
―
▲ 9.14%
3
Close
Aug 17, 2024
SN
SharkNinja, Inc.
0%
▲ 76.26%
3
Sell
Aug 16, 2024
RHHBY
Roche Holding
3.75%
▲ 19.55%
2
Buy
Aug 16, 2024
PSHZF
Pershing Square Holdings Ltd Public Class USD Accum.Shs
5.09%
▲ 20.06%
1
Open
Aug 16, 2024