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UBS - New Portfolio

Rafart

UBS
Individual Investor
Ranked #15,792 out of 733,238 TipRanks' Investors
Success Rate
62%
152 out of 247
profitable transactions
Average Return
62.78%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.45%
6-Month Return▲ 19.90%
12-Month Return▲ 31.27%
YTD Return▲ 10.86%
Total Return▲ 225.23%

Best Trade

Opened at
Closed at-
Gain▲ 1410.77%

Bio

All equity portfolio with a few foreign positions and some margin, designed for growth and dividend collection.

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 0.88%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.06%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.28%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 3.17%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.49%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.81%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.06%
Apr 2024
▲ 6.09%
▲ 3.03%
▲ 3.30%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 0.88%
▲ 9.22%▲ 9.13%▲ 9.06%
▲ 5.14%▲ 4.57%▲ 4.28%
▼ 1.87%▲ 1.59%▲ 3.17%
▲ 14.08%▲ 5.22%▲ 6.49%
▲ 5.05%▲ 3.27%▲ 1.81%
▼ 12.40%▼ 4.03%▼ 4.06%
▲ 6.09%▲ 3.03%▲ 3.30%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Walmart
2.09%
▲ 68.17%
6
Buy
May 06, 2024
Nvidia
6.22%
▲ 354.86%
8
Buy
May 06, 2024
Accenture
▲ 34.25%
8
Close
May 06, 2024
Costco
2.42%
▲ 313.72%
9
Buy
May 06, 2024
Coca-Cola
2.17%
▲ 23.76%
9
Buy
May 06, 2024
Home Depot
1.95%
▲ 137.71%
8
Buy
May 06, 2024
Adobe
▲ 31.56%
4
Close
May 06, 2024
Amazon
4.12%
▲ 199.55%
11
Buy
May 06, 2024
Procter & Gamble
2.44%
▲ 24.50%
7
Buy
May 06, 2024
Visa
2.31%
▲ 167.45%
8
Buy
May 06, 2024
PepsiCo
2.12%
▲ 76.44%
9
Buy
May 06, 2024
McDonald's
2.87%
▲ 34.45%
4
Buy
May 06, 2024
Ulta Beauty
▼ 29.76%
8
Close
May 06, 2024
Live Nation Entertainment
▲ 11.18%
2
Close
May 06, 2024
AstraZeneca
▲ 12.91%
2
Close
May 06, 2024
InterDigital
▼ 2.21%
2
Close
May 06, 2024
Novo Nordisk
2.59%
▲ 1.69%
1
Open
May 06, 2024
Starbucks
▲ 70.92%
9
Close
Dec 29, 2023
AbbVie
▲ 10.66%
4
Close
Dec 29, 2023
Chevron
▲ 2.76%
2
Close
Dec 29, 2023