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New Portfolio - New Portfolio

S.Barbey

New Portfolio
Individual Investor
Ranked #377,765 out of 769,002 TipRanks' Investors
Success Rate
45%
247 out of 553
profitable transactions
Average Return
10.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.76%
6-Month Return▲ 16.77%
12-Month Return▲ 43.07%
YTD Return▲ 21.22%
Total Return▼ 10.68%

Best Trade

Opened at
Closed at-
Gain▲ 639.66%

Bio

Tech oriented but balanced with sustainable investments.

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 6.39%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.31%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.61%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.77%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.22%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.30%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 3.01%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 8.43%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 6.39%
▲ 11.46%▲ 5.06%▲ 3.31%
▼ 2.25%▲ 3.53%▼ 0.61%
▲ 25.72%▲ 1.21%▲ 3.77%
▼ 4.22%▲ 2.34%▲ 0.22%
▲ 7.82%▲ 2.10%▲ 2.30%
▲ 5.70%▼ 0.89%▲ 3.01%
▲ 23.63%▲ 3.84%▲ 8.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ODDITY Tech Ltd. Class A
0%
▼ 4.91%
1
Open
Nov 14, 2024
NuScale Power
1.57%
▲ 419.65%
2
Buy
Aug 08, 2024
Mama's Creations
0%
▲ 30.25%
1
Open
Jul 01, 2024
Chipotle
1.02%
▲ 9.11%
3
Open
Jun 27, 2024
Universal Technical Institute
▼ 0.90%
2
Close
Jun 10, 2024
PepsiCo
2.27%
▼ 2.40%
8
Sell
Jun 04, 2024
Snowflake
0%
▲ 11.35%
9
Open
Jun 04, 2024
Okta
0%
▼ 16.05%
3
Open
Jun 04, 2024
Gitlab
0%
▲ 16.51%
9
Open
Jun 04, 2024
Datadog
2.85%
▲ 83.35%
8
Buy
Jun 04, 2024
Rigetti Computing
1.26%
▲ 125.95%
3
Buy
Jun 04, 2024
Lantheus
1.24%
▲ 4.85%
2
Buy
Jun 04, 2024
Dave
4.67%
▲ 77.04%
3
Buy
Jun 04, 2024
Vital Farms
0.44%
▼ 28.95%
2
Buy
Jun 04, 2024
Rubrik, Inc. Class A
0%
▲ 46.83%
1
Open
Jun 04, 2024
Salesforce
0%
▲ 20.29%
1
Open
May 29, 2024
Planet Labs PBC
1.13%
▼ 1.30%
3
Open
May 15, 2024
Amprius Technologies Inc
▼ 17.92%
2
Close
May 13, 2024
Innodata Isogen
0%
▲ 301.90%
1
Open
May 13, 2024
DR Horton
0%
▲ 25.38%
3
Open
May 10, 2024