tiprankstipranks

UBS - New Portfolio

Rafart

UBS
Individual Investor
Ranked #15,037 out of 727,535 TipRanks' Investors
Success Rate
61%
145 out of 236
profitable transactions
Average Return
65.73%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.35%
6-Month Return▲ 22.89%
12-Month Return▲ 34.65%
YTD Return▲ 10.80%
Total Return▲ 225.12%

Best Trade

Opened at
Closed at-
Gain▲ 1414.18%

Bio

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

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 4.77%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 0.87%
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
▲ 4.61%
▼ 1.71%
▼ 0.94%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 4.77%
▼ 6.45%▼ 2.17%▼ 0.87%
▲ 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%
▲ 4.61%▼ 1.71%▼ 0.94%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Starbucks
▲ 70.92%
9
Close
Dec 29, 2023
Ulta Beauty
1.74%
▼ 27.59%
7
Open
Dec 29, 2023
AbbVie
▲ 10.66%
4
Close
Dec 29, 2023
Chevron
▲ 2.76%
2
Close
Dec 29, 2023
Nestle SA Reg
▲ 1.27%
2
Close
Dec 29, 2023
Deckers Outdoor
2.27%
▲ 22.67%
1
Open
Dec 29, 2023
Emerson Electric Company
2.18%
▲ 17.21%
1
Open
Dec 29, 2023
InterDigital
1.65%
▼ 9.32%
1
Open
Dec 29, 2023
Apple
2.17%
▲ 360.48%
12
Buy
Oct 15, 2023
Abbott Labs
▲ 43.12%
6
Close
Oct 12, 2023
Salesforce
2.3%
▲ 33.54%
2
Buy
Oct 12, 2023
Morgan Stanley
▼ 19.76%
2
Close
Oct 12, 2023
Live Nation Entertainment
2.19%
▲ 19.13%
1
Open
Oct 12, 2023
AstraZeneca
1.9%
▲ 3.50%
1
Open
Oct 12, 2023
Accenture
1.41%
▲ 39.26%
7
Sell
Sep 04, 2023
Costco
1.7%
▲ 396.11%
8
Sell
Sep 04, 2023
Paypal Holdings
▲ 47.10%
8
Close
Sep 04, 2023
Williams-Sonoma
▼ 0.21%
4
Close
Sep 04, 2023
Broadcom
3.3%
▲ 518.51%
7
Sell
Sep 04, 2023
Adobe
1.95%
▲ 29.08%
3
Sell
Sep 04, 2023