HSBC - New Portfolio
Portfolio Gain
1-Month Returnâ–¼10.62%
6-Month Returnâ–²19.88%
12-Month Returnâ–²43.42%
YTD Returnâ–²43.35%
Total Returnâ–²133.29%
Best Trade
Bio
Performance
TipRanks Averageâ–¼ 0.82%â–² 16.06%â–² 15.50%â–¼ 5.57%â–¼ 4.52%â–² 11.68%â–² 3.10%â–¼ 8.57%
S&P 500â–¼ 4.94%â–² 10.51%â–² 5.26%â–¼ 1.03%â–² 0.03%â–² 2.68%â–¼ 0.33%â–¼ 0.91%
Investor Portfolioâ–¼ 5.81%â–² 15.57%â–² 11.97%â–² 1.29%â–² 4.37%â–² 5.89%â–² 5.88%â–¼ 8.42%
Recent Activity
| Company Name | % of Portfolio | Return | No. of Transactions | Last Transaction | â–¼Date | |
|---|---|---|---|---|---|---|
VLUEiShares MSCI USA Value Factor ETF | 12.6% | â–²11.49% | 3 | Buy | Oct 30, 2026 | |
SYFSynchrony Financial | — | ▲56.24% | 3 | Close | Oct 19, 2026 | |
POWLPowell Industries | 0% | â–²103.78% | 3 | Sell | Oct 19, 2026 | |
MPCMarathon Petroleum | 0.41% | â–¼6.11% | 1 | Open | Oct 19, 2026 | |
BSTBlackRock Science & Technology Trust | 3.1% | â–²44.24% | 36 | Buy | Oct 06, 2026 | |
AMZNAmazon | 0.45% | â–¼6.22% | 1 | Open | Oct 06, 2026 | |
LITELumentum Holdings | — | ▲1327.95% | 4 | Close | Sep 17, 2026 | |
VOLTTema Electrification ETF | — | ▲1.76% | 3 | Close | Sep 17, 2026 | |
UFOProcure Space ETF | — | ▼17.36% | 3 | Close | Sep 17, 2026 | |
INTCIntel | 0.3% | â–¼39.56% | 1 | Open | Sep 17, 2026 | |
PBFPBF Energy | 0.48% | â–²3.54% | 1 | Open | Sep 03, 2026 | |
VFLOVictoryShares Free Cash Flow ETF | 6.71% | â–¼1.41% | 1 | Open | Sep 01, 2026 | |
SBIOALPS Medical Breakthroughs ETF | 7.62% | â–¼21.98% | 1 | Open | Aug 25, 2026 | |
WLDNWilldan Group | — | ▲25.10% | 2 | Close | Aug 19, 2026 | |
BACBank of America | 0.31% | â–¼20.43% | 1 | Open | Aug 19, 2026 | |
JEPQJ.P. Morgan Nasdaq Equity Premium Income ETF | 4.8% | â–²30.27% | 3 | Buy | Aug 18, 2026 | |
QQQINEOS Nasdaq 100 High Income ETF | 4.34% | â–²15.05% | 6 | Buy | Aug 18, 2026 | |
GPIQGoldman Sachs Nasdaq 100 Core Premium Income ETF | 5.7% | â–²11.30% | 3 | Buy | Aug 18, 2026 | |
ICHRIchor Holdings | 0.18% | â–¼52.82% | 2 | Buy | Aug 14, 2026 | |
CNCCentene | 0.42% | â–²2.18% | 1 | Open | Aug 05, 2026 |