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US SWM - New Portfolio

US SWM
Individual Investor
Ranked #354,392 out of 730,641 TipRanks' Investors
Success Rate
48%
70 out of 147
profitable transactions
Average Return
-0.09%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.36%
6-Month Return▲ 13.63%
12-Month Return▼ 1.97%
YTD Return▼ 9.15%
Total Return▼ 49.75%

Best Trade

Opened at
Closed at-
Gain▲ 223.62%

Bio

Diversified

Performance

15.89%0-15.89%
▼ 4.52%
▼ 4.74%
▼ 5.57%
Sep 2023
▼ 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
▼ 14.47%
▼ 2.83%
▼ 7.36%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 5.57%
▼ 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%
▼ 14.47%▼ 2.83%▼ 7.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Eramet SA
0%
▲ 10.01%
5
Sell
Apr 27, 2024
Eldorado Gold
1.93%
0.00%
2
Buy
Apr 27, 2024
Sterling Construction
2.69%
▲ 219.72%
3
Buy
Apr 26, 2024
Preformed Line Products Company
6.34%
▲ 5.34%
7
Buy
Apr 26, 2024
Teradyne
1.45%
▲ 10.95%
2
Buy
Apr 26, 2024
Coinbase Global
5.41%
▼ 5.44%
3
Buy
Apr 26, 2024
Titan Machinery
1.44%
0.00%
1
Open
Apr 26, 2024
Eldorado Gold
1.93%
0.00%
1
Open
Apr 26, 2024
Cadence Design
3.59%
▼ 6.58%
3
Buy
Apr 23, 2024
Cleanspark
3.91%
▲ 1.06%
5
Buy
Apr 23, 2024
ARM Holdings PLC ADR
4.54%
▼ 14.73%
5
Buy
Apr 22, 2024
Celsius Holdings
2.33%
▼ 6.83%
3
Buy
Apr 22, 2024
HEICO
3.94%
▲ 6.77%
2
Buy
Apr 22, 2024
AeroVironment
2.01%
▲ 5.59%
1
Open
Apr 22, 2024
Gaztransport et technigaz
4.45%
▼ 3.78%
1
Open
Apr 22, 2024
Trade Desk
3.23%
▲ 16.58%
5
Buy
Apr 10, 2024
Genprex
1.69%
▼ 66.94%
5
Buy
Apr 10, 2024
InMode
2.62%
▼ 50.84%
7
Buy
Apr 09, 2024
Cloudflare
1.12%
▲ 9.85%
3
Open
Apr 09, 2024
Veeva Systems
2.55%
▲ 6.33%
3
Buy
Apr 09, 2024