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Working with TipRanks
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UBS - New Portfolio
Rafart
UBSIndividual Investor
Ranked #14,300 out of 731,395 TipRanks' Investors
Success Rate
145 out of 236
profitable transactions
profitable transactions
Average Return
62.51%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.71%
6-Month Return▲ 20.81%
12-Month Return▲ 25.98%
YTD Return▲ 7.31%
Total Return▲ 214.82%
Best Trade
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%
▼ 0.88%
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
▼ 9.51%
▼ 2.49%
▼ 4.06%
Apr 2024
▼ 4.52%▼ 4.74%▼ 4.77%
▼ 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%
▼ 9.51%▼ 2.49%▼ 4.06%