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US SWM - New Portfolio

US SWM
Individual Investor
Ranked #327,204 out of 733,455 TipRanks' Investors
Success Rate
48%
76 out of 159
profitable transactions
Average Return
1.91%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.64%
6-Month Return▲ 16.16%
12-Month Return▼ 2.94%
YTD Return▼ 6.88%
Total Return▼ 48.49%

Best Trade

Opened at
Closed at-
Gain▲ 282.52%

Bio

Diversified

Performance

15.89%0-15.89%
▼ 6.45%
▼ 2.17%
▼ 15.89%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 10.67%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 12.78%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 6.50%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.11%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.76%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 9.26%
Apr 2024
▲ 6.09%
▲ 3.03%
▲ 4.64%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 15.89%
▲ 9.22%▲ 9.13%▲ 10.67%
▲ 5.14%▲ 4.57%▲ 12.78%
▼ 1.87%▲ 1.59%▼ 6.50%
▲ 14.08%▲ 5.22%▲ 4.11%
▲ 5.05%▲ 3.27%▲ 0.76%
▼ 12.40%▼ 4.03%▼ 9.26%
▲ 6.09%▲ 3.03%▲ 4.64%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Exelixis
0%
▲ 11.36%
3
Buy
May 07, 2024
Mueller Industries
2.11%
▲ 16.70%
2
Buy
May 07, 2024
Ardelyx
0.92%
▼ 13.43%
1
Open
May 07, 2024
Super Micro Computer
2.89%
▼ 3.69%
1
Open
May 06, 2024
Eramet SA
▲ 13.87%
6
Close
Apr 30, 2024
Eldorado Gold
1.84%
▼ 0.76%
2
Buy
Apr 27, 2024
Sterling Construction
3.06%
▲ 191.33%
3
Buy
Apr 26, 2024
Preformed Line Products Company
6.28%
▲ 11.10%
7
Buy
Apr 26, 2024
Teradyne
1.47%
▲ 13.31%
2
Buy
Apr 26, 2024
Coinbase Global
4.44%
▼ 14.18%
3
Buy
Apr 26, 2024
Titan Machinery
1.43%
▲ 6.52%
1
Open
Apr 26, 2024
Eldorado Gold
1.84%
▼ 0.63%
1
Open
Apr 26, 2024
Cadence Design
3.43%
▼ 5.63%
3
Buy
Apr 23, 2024
Cleanspark
3.17%
▼ 12.81%
5
Buy
Apr 23, 2024
ARM Holdings PLC ADR
4.56%
▼ 13.36%
5
Buy
Apr 22, 2024
Celsius Holdings
2.56%
▲ 4.51%
3
Buy
Apr 22, 2024
HEICO
3.89%
▲ 10.07%
2
Buy
Apr 22, 2024
AeroVironment
2.22%
▲ 25.12%
1
Open
Apr 22, 2024
Gaztransport et technigaz
4.38%
▲ 0.74%
1
Open
Apr 22, 2024
Trade Desk
3.16%
▲ 22.00%
5
Buy
Apr 10, 2024