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New Portfolio - New Portfolio

PerformancePortfolio Details

SG

New Portfolio
Individual Investor
Ranked #164,735 out of 747,498 TipRanks' Investors
Success Rate
71%
22 out of 31
profitable transactions
Average Return
5.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.21%
6-Month Return▲ 17.44%
12-Month Return▲ 19.65%
YTD Return▲ 14.32%
Total Return▼ 13.44%

Best Trade

AssetPiraeus Bank (BPIRY)
Opened at
Closed at-
Gain▲ 140.35%

Bio

Long financials

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 2.38%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.12%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.80%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 7.73%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.44%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.44%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.64%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 4.09%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 2.38%
▼ 1.87%▲ 1.59%▲ 1.12%
▲ 14.08%▲ 5.22%▲ 1.80%
▲ 5.05%▲ 3.27%▲ 7.73%
▼ 12.40%▼ 4.03%▼ 4.44%
▲ 11.46%▲ 5.06%▲ 6.44%
▼ 2.25%▲ 3.53%▼ 2.64%
▲ 25.65%▲ 0.88%▲ 4.09%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
RHHBY
Roche Holding
0%
▲ 29.86%
1
Open
Apr 05, 2024
PSH
Pershing Square Holdings Ltd Public Class USD Accum.Shs
―
▲ 0.76%
3
Close
Mar 20, 2024
BCSF
Bain Capital Specialty Finance
8.46%
▲ 46.40%
2
Sell
Mar 19, 2024
BPIRY
Piraeus Bank
6.51%
▲ 140.35%
2
Sell
Mar 19, 2024
UBS
UBS Group AG
18.81%
▲ 27.49%
2
Buy
Mar 19, 2024
OWL
Blue Owl Capital
10.03%
▲ 10.77%
2
Buy
Mar 19, 2024
BPCR
BioPharma Credit PLC USD
4.57%
▲ 5.76%
2
Buy
Mar 19, 2024
SN
SharkNinja, Inc.
7.34%
▲ 22.09%
2
Buy
Mar 19, 2024
BIRK
Birkenstock Holding plc
5.6%
▲ 17.70%
2
Buy
Mar 19, 2024
KVYO
Klaviyo, Inc. Class A
7.63%
▼ 0.94%
2
Buy
Mar 19, 2024
KVUE
Kenvue, Inc.
7.35%
▼ 8.70%
2
Buy
Mar 19, 2024
MOAT
VanEck Morningstar Wide Moat ETF
9.02%
▲ 0.32%
1
Open
Mar 19, 2024
RSP
Invesco S&P 500 Equal Weight ETF
8.61%
▲ 2.37%
1
Open
Mar 19, 2024
ING
ING Groep
―
▲ 34.38%
2
Close
Mar 17, 2024
ICE
Intercontinental Exchange
―
▲ 22.64%
2
Close
Mar 17, 2024
CILJF
China Life Insurance Co
―
▼ 38.00%
2
Close
Mar 17, 2024
RSNHF
Resona Holdings
―
▲ 45.71%
2
Close
Mar 17, 2024
CIHHF
China Merchants Bank Co
―
▼ 49.96%
2
Close
Mar 17, 2024
PIAIF
Ping An Insurance Company of China
―
▼ 54.03%
2
Close
Mar 17, 2024
C
Citigroup
―
▼ 8.53%
2
Close
Mar 17, 2024