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Capitael Rebalance
- New Portfolio
Performance
Portfolio Details
Suveer Arora
Capitael Rebalance
Individual Investor
Ranked #43,461 out of 607,508 TipRanks' Investors
Success Rate
65%
89 out of 137
profitable transactions
Average Return
4.59%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 11.53%
6-Month Return
▲ 0.37%
12-Month Return
▼ 12.46%
YTD Return
▲ 11.53%
Total Return
▲ 22.18%
Best Trade
Asset
ASM Interna... (ASMIY)
Opened at
Jul 22, 2020
Closed at
Jun 24, 2021
Gain
▲ 86.96%
Bio
Concentrated value - strive to outperform in the long run
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
21.51%
0
-21.51%
Jun 2022
Jul 2022
Aug 2022
Sep 2022
Oct 2022
Nov 2022
Dec 2022
Jan 2023
TipRanks Average
S&P 500
Investor Portfolio
▼ 10.15%
▼ 8.25%
▼ 10.14%
▲ 12.28%
▲ 9.21%
▲ 10.73%
▼ 5.22%
▼ 4.08%
▼ 8.91%
▼ 14.21%
▼ 9.24%
▼ 10.14%
▼ 2.92%
▲ 8.13%
▲ 7.94%
▲ 6.26%
▲ 5.56%
▲ 9.69%
▼ 11.62%
▼ 5.76%
▼ 7.13%
▲ 21.51%
▲ 6.08%
▲ 11.53%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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22UA
BioNTech SE
0.52%
▼ 0.62%
1
Open
Jan 26, 2023
HSY
The Hershey Company
2.43%
▲ 1.22%
1
Open
Jan 19, 2023
LOGI
Logitech
―
▼ 22.97%
4
Close
Jan 13, 2023
ASMIY
ASM International
9.77%
▲ 44.77%
7
Open
Jan 09, 2023
ASML
ASML Holding
―
▲ 37.33%
5
Close
Jan 09, 2023
BRK.B
Berkshire Hathaway B
17.66%
▲ 29.67%
12
Sell
Dec 05, 2022
CRM
Salesforce
7.99%
▼ 23.34%
10
Buy
Dec 05, 2022
META
Meta Platforms
8.56%
▲ 24.68%
5
Buy
Dec 05, 2022
NXST
Nexstar Media Group
2.73%
▲ 14.60%
2
Buy
Dec 05, 2022
ZTS
Zoetis
3.68%
▲ 6.90%
3
Buy
Dec 05, 2022
PAYC
Paycom
3.59%
▲ 2.15%
1
Open
Dec 05, 2022
AAPL
Apple
―
▲ 8.20%
1
Close
Nov 09, 2022
FICO
Fair Isaac
6.12%
▲ 35.69%
2
Buy
Nov 01, 2022
HIFS
Hingham Institution For Savings
―
▼ 20.36%
5
Close
Nov 01, 2022
TSLA
Tesla
―
▼ 11.23%
3
Close
Nov 01, 2022
BLK
Blackrock
5.35%
▲ 30.31%
4
Buy
Nov 01, 2022
CDW
CDW
8.75%
▲ 14.25%
7
Buy
Oct 25, 2022
OXY
Occidental Petroleum
―
▲ 9.35%
4
Close
Oct 20, 2022
EBAY
Ebay
―
▼ 33.58%
6
Close
Oct 03, 2022
NVDA
Nvidia
―
▼ 24.38%
2
Close
Sep 06, 2022
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