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New Portfolio - New Portfolio

PerformancePortfolio Details

S.Barbey

New Portfolio
Individual Investor
Ranked #270,353 out of 781,348 TipRanks' Investors
Success Rate
44%
245 out of 557
profitable transactions
Average Return
24.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.50%
6-Month Return▲ 31.81%
12-Month Return▲ 44.09%
YTD Return▲ 7.39%
Total Return▲ 4.99%

Best Trade

AssetRigetti Com... (RGTI)
Opened at
Closed at-
Gain▲ 2747.25%

Bio

Tech oriented but balanced with sustainable investments.

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.61%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 3.77%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.22%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.37%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 2.97%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 18.78%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 0.12%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 7.39%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 0.61%
▲ 8.13%▲ 1.21%▲ 3.77%
▼ 13.14%▲ 2.34%▲ 0.22%
▲ 2.93%▲ 2.10%▲ 2.37%
▲ 10.00%▼ 0.89%▲ 2.97%
▲ 26.04%▲ 5.96%▲ 18.78%
▲ 5.93%▼ 2.41%▼ 0.12%
▲ 6.90%▲ 1.96%▲ 7.39%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ISRG
Intuitive Surgical
1.57%
▲ 11.82%
4
Open
Jan 16, 2025
SNDX
Syndax Pharmaceuticals
0.71%
▲ 5.15%
1
Open
Jan 16, 2025
RGTI
Rigetti Computing
3.63%
▲ 2,239.81%
4
Sell
Dec 18, 2024
ACHR
Archer Aviation
0.63%
▲ 101.33%
3
Sell
Dec 18, 2024
USAU
US Gold
0%
▼ 1.71%
1
Open
Dec 11, 2024
RXRX
Recursion Pharmaceuticals
0%
▲ 11.64%
4
Open
Nov 19, 2024
EXAI
Exscientia Plc
―
▼ 16.70%
2
Close
Nov 19, 2024
ODD
ODDITY Tech Ltd. Class A
0%
▲ 6.30%
1
Open
Nov 14, 2024
SMR
NuScale Power
1.33%
▲ 417.03%
2
Buy
Aug 08, 2024
MAMA
Mama's Creations
0%
▲ 25.15%
1
Open
Jul 01, 2024
CMG
Chipotle
0.87%
▲ 6.96%
3
Open
Jun 27, 2024
UTI
Universal Technical Institute
―
▼ 0.90%
2
Close
Jun 10, 2024
PEP
PepsiCo
1.93%
▼ 7.89%
8
Sell
Jun 04, 2024
SNOW
Snowflake
0%
▲ 16.75%
9
Open
Jun 04, 2024
OKTA
Okta
0%
▼ 6.98%
3
Open
Jun 04, 2024
GTLB
Gitlab
0%
▲ 17.45%
9
Open
Jun 04, 2024
DDOG
Datadog
2.51%
▲ 87.34%
8
Buy
Jun 04, 2024
LNTH
Lantheus
1.22%
▲ 14.06%
2
Buy
Jun 04, 2024
DAVE
Dave
4.72%
▲ 106.36%
3
Buy
Jun 04, 2024
VITL
Vital Farms
0.57%
▲ 3.59%
2
Buy
Jun 04, 2024