New Portfolio - New Portfolio

S.Barbey

New Portfolio
Individual Investor
Ranked #381,462 out of 764,637 TipRanks' Investors
Success Rate
44%
244 out of 552
profitable transactions
Average Return
6.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.92%
6-Month Return▲ 9.46%
12-Month Return▲ 39.66%
YTD Return▲ 12.47%
Total Return▼ 17.12%

Best Trade

Opened at
Closed at-
Gain▲ 446.26%

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
▼ 4.21%
▲ 2.34%
▲ 0.22%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.30%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 3.03%
Oct 2024
▼ 2.13%
▲ 0.42%
▲ 0.58%
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%
▼ 4.21%▲ 2.34%▲ 0.22%
▲ 7.82%▲ 2.10%▲ 2.30%
▲ 6.02%▼ 0.89%▲ 3.03%
▼ 2.13%▲ 0.42%▲ 0.58%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NuScale Power
1.15%
▲ 283.78%
2
Buy
Aug 08, 2024
Mama's Creations
0%
▲ 10.57%
1
Open
Jul 01, 2024
Chipotle
1.05%
▲ 8.87%
3
Open
Jun 27, 2024
Universal Technical Institute
▼ 0.90%
2
Close
Jun 10, 2024
PepsiCo
2.58%
▲ 1.81%
8
Sell
Jun 04, 2024
Snowflake
0%
▲ 9.69%
9
Open
Jun 04, 2024
Okta
0%
▼ 16.31%
3
Open
Jun 04, 2024
Gitlab
0%
▲ 14.85%
9
Open
Jun 04, 2024
Datadog
2.73%
▲ 66.85%
8
Buy
Jun 04, 2024
Rigetti Computing
1.05%
▲ 105.86%
3
Buy
Jun 04, 2024
Lantheus
1.79%
▲ 30.96%
2
Buy
Jun 04, 2024
Dave
2.34%
▼ 13.27%
3
Buy
Jun 04, 2024
Vital Farms
0.54%
▼ 18.51%
2
Buy
Jun 04, 2024
Rubrik, Inc. Class A
0%
▲ 34.57%
1
Open
Jun 04, 2024
Salesforce
0%
▲ 8.84%
1
Open
May 29, 2024
Planet Labs PBC
0.82%
▼ 22.21%
3
Open
May 15, 2024
Amprius Technologies Inc
▼ 17.92%
2
Close
May 13, 2024
Innodata Isogen
0%
▲ 91.05%
1
Open
May 13, 2024
DR Horton
0%
▲ 26.76%
3
Open
May 10, 2024
Pagaya Technologies Ltd
0%
▼ 7.89%
1
Open
May 10, 2024