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New Portfolio - New Portfolio

PerformancePortfolio Details

SG

New Portfolio
Individual Investor
Ranked #220,978 out of 769,002 TipRanks' Investors
Success Rate
64%
27 out of 42
profitable transactions
Average Return
8.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.42%
6-Month Return▲ 11.12%
12-Month Return▲ 29.59%
YTD Return▲ 24.30%
Total Return▼ 5.89%

Best Trade

AssetPiraeus Bank (BPIRY)
Opened at
Closed at-
Gain▲ 116.13%

Bio

Long financials

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.44%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.43%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.77%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 6.75%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 6.57%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.77%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.90%
Oct 2024
▲ 23.63%
▲ 3.84%
▼ 1.18%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.44%
▲ 11.46%▲ 5.06%▲ 6.43%
▼ 2.25%▲ 3.53%▼ 2.77%
▲ 25.72%▲ 1.21%▲ 6.75%
▼ 4.22%▲ 2.34%▲ 6.57%
▲ 7.82%▲ 2.10%▲ 2.77%
▲ 5.70%▼ 0.89%▼ 1.90%
▲ 23.63%▲ 3.84%▼ 1.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
KWEB
KraneShares CSI China Internet ETF
0%
▼ 8.29%
1
Open
Sep 29, 2024
VUKG
Vanguard Funds PLC - Vanguard FTSE 100 UCITS ETF AccumGBP
―
▲ 0.01%
2
Close
Sep 18, 2024
BAYN
Bayer
1.89%
▼ 30.87%
1
Open
Aug 20, 2024
BCSF
Bain Capital Specialty Finance
0%
▲ 51.08%
3
Sell
Aug 19, 2024
BPIRY
Piraeus Bank
0%
▲ 116.13%
3
Sell
Aug 19, 2024
KVYO
Klaviyo, Inc. Class A
0%
▲ 37.43%
3
Sell
Aug 19, 2024
NKE
Nike
3.47%
▼ 11.52%
1
Open
Aug 19, 2024
OXY
Occidental Petroleum
4.76%
▼ 10.92%
1
Open
Aug 19, 2024
CVX
Chevron
7.46%
▲ 11.00%
1
Open
Aug 19, 2024
BPCR
BioPharma Credit PLC USD
―
▲ 9.33%
3
Close
Aug 17, 2024
SN
SharkNinja, Inc.
0%
▲ 63.12%
3
Sell
Aug 16, 2024
RHHBY
Roche Holding
3.26%
▲ 1.39%
2
Buy
Aug 16, 2024
PSHZF
Pershing Square Holdings Ltd Public Class USD Accum.Shs
4.2%
▼ 4.52%
1
Open
Aug 16, 2024
NLR
VanEck Uranium + Nuclear Energy ETF
4.43%
▲ 24.29%
1
Open
Aug 16, 2024
GLIN
VanEck India Growth Leaders ETF
2.33%
▼ 2.72%
1
Open
Aug 16, 2024
SMIN
iShares MSCI India Small Cap ETF
3.67%
▼ 2.04%
1
Open
Aug 16, 2024
PSH
Pershing Square Holdings Ltd Public Class USD Accum.Shs
―
▲ 0.76%
3
Close
Mar 20, 2024
UBS
UBS Group AG
17.58%
▲ 33.40%
2
Buy
Mar 19, 2024
OWL
Blue Owl Capital
11.23%
▲ 37.38%
2
Buy
Mar 19, 2024
BIRK
Birkenstock Holding plc
4.38%
▲ 0.21%
2
Buy
Mar 19, 2024