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New Portfolio - New Portfolio

SG

New Portfolio
Individual Investor
Ranked #114,316 out of 793,704 TipRanks' Investors
Success Rate
72%
33 out of 46
profitable transactions
Average Return
10.81%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.08%
6-Month Return▲ 1.37%
12-Month Return▲ 17.13%
YTD Return▲ 2.90%
Total Return▼ 1.65%

Best Trade

Opened at
Closed at-
Gain▲ 237.46%

Bio

Long financials

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 6.57%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.77%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.00%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 3.28%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 2.59%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 8.37%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.03%
Feb 2025
▲ 5.30%
▼ 4.02%
▼ 3.08%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 6.57%
▲ 2.93%▲ 2.10%▲ 2.77%
▲ 10.00%▼ 0.89%▼ 2.00%
▲ 26.01%▲ 5.96%▲ 3.28%
▲ 5.34%▼ 2.41%▼ 2.59%
▲ 5.88%▲ 2.69%▲ 8.37%
▼ 12.86%▼ 1.27%▼ 2.03%
▲ 5.30%▼ 4.02%▼ 3.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
UBS Group AG
11.81%
▲ 33.73%
3
Sell
Jan 11, 2025
Blue Owl Capital
6.61%
▲ 20.31%
3
Sell
Jan 11, 2025
Birkenstock Holding plc
2.18%
▲ 2.29%
3
Sell
Jan 11, 2025
iShares MSCI Brazil ETF
2.44%
▲ 15.43%
1
Open
Jan 11, 2025
Global X U.S. Infrastructure Development ETF
1.78%
▼ 4.98%
1
Open
Jan 11, 2025
iShares 20+ Year Treasury Bond ETF
4.11%
▲ 4.77%
1
Open
Jan 11, 2025
Target
3.94%
▼ 18.28%
1
Open
Dec 03, 2024
KraneShares CSI China Internet ETF
0%
▲ 9.97%
1
Open
Sep 29, 2024
Vanguard Funds PLC - Vanguard FTSE 100 UCITS ETF AccumGBP
▲ 0.01%
2
Close
Sep 18, 2024
Bayer
2.27%
▼ 19.81%
1
Open
Aug 20, 2024
Bain Capital Specialty Finance
0%
▲ 61.01%
3
Sell
Aug 19, 2024
Piraeus Bank
0%
▲ 237.46%
3
Sell
Aug 19, 2024
Klaviyo, Inc. Class A
0%
▲ 28.85%
3
Sell
Aug 19, 2024
Nike
3.04%
▼ 19.83%
1
Open
Aug 19, 2024
Occidental Petroleum
4.58%
▼ 12.53%
1
Open
Aug 19, 2024
Chevron
7.71%
▲ 15.93%
1
Open
Aug 19, 2024
BioPharma Credit PLC USD
▲ 9.14%
3
Close
Aug 17, 2024
SharkNinja, Inc.
0%
▲ 46.23%
3
Sell
Aug 16, 2024
Roche Holding
3.92%
▲ 22.23%
2
Buy
Aug 16, 2024
Pershing Square Holdings Ltd Public Class USD Accum.Shs
4.6%
▲ 6.29%
1
Open
Aug 16, 2024