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New Portfolio - New Portfolio

S.Barbey

New Portfolio
Individual Investor
Ranked #331,196 out of 775,923 TipRanks' Investors
Success Rate
43%
238 out of 555
profitable transactions
Average Return
18.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.51%
6-Month Return▲ 31.57%
12-Month Return▲ 32.68%
YTD Return▲ 32.44%
Total Return▼ 2.41%

Best Trade

Opened at
Closed at-
Gain▲ 1808.35%

Bio

Tech oriented but balanced with sustainable investments.

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 3.31%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.61%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 3.77%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.22%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.30%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 2.99%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 18.78%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 0.25%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 3.31%
▼ 2.25%▲ 3.53%▼ 0.61%
▲ 25.71%▲ 1.21%▲ 3.77%
▼ 4.22%▲ 2.34%▲ 0.22%
▲ 7.82%▲ 2.10%▲ 2.30%
▲ 5.38%▼ 0.89%▲ 2.99%
▲ 43.22%▲ 5.96%▲ 18.78%
▲ 3.34%▼ 1.56%▼ 0.25%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Rigetti Computing
2.62%
▲ 1,468.24%
4
Sell
Dec 18, 2024
Archer Aviation
0.66%
▲ 96.97%
3
Sell
Dec 18, 2024
US Gold
0%
▼ 7.28%
1
Open
Dec 11, 2024
Recursion Pharmaceuticals
0%
▲ 7.12%
4
Open
Nov 19, 2024
Exscientia Plc
▼ 16.70%
2
Close
Nov 19, 2024
ODDITY Tech Ltd. Class A
0%
▲ 3.23%
1
Open
Nov 14, 2024
NuScale Power
1.11%
▲ 299.13%
2
Buy
Aug 08, 2024
Mama's Creations
0%
▲ 14.97%
1
Open
Jul 01, 2024
Chipotle
1.04%
▲ 11.50%
3
Open
Jun 27, 2024
Universal Technical Institute
▼ 0.90%
2
Close
Jun 10, 2024
PepsiCo
2.14%
▼ 5.26%
8
Sell
Jun 04, 2024
Snowflake
0%
▲ 15.87%
9
Open
Jun 04, 2024
Okta
0%
▼ 10.51%
3
Open
Jun 04, 2024
Gitlab
0%
▲ 15.77%
9
Open
Jun 04, 2024
Datadog
2.93%
▲ 102.31%
8
Buy
Jun 04, 2024
Lantheus
1.25%
▲ 8.28%
2
Buy
Jun 04, 2024
Dave
4.92%
▲ 99.37%
3
Buy
Jun 04, 2024
Vital Farms
0.56%
▼ 6.41%
2
Buy
Jun 04, 2024
Rubrik, Inc. Class A
0%
▲ 115.02%
1
Open
Jun 04, 2024
Salesforce
0%
▲ 27.06%
1
Open
May 29, 2024