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US SWM - New Portfolio

US SWM
Individual Investor
Ranked #232,832 out of 827,325 TipRanks' Investors
Success Rate
55%
200 out of 363
profitable transactions
Average Return
21.69%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.48%
6-Month Return▲ 32.75%
12-Month Return▲ 28.62%
YTD Return▲ 37.65%
Total Return▼ 20.59%

Best Trade

Opened at
Closed at-
Gain▲ 1054.77%

Bio

Diversified

Performance

15.73%0-15.73%
▲ 0.80%
▼ 0.87%
▲ 6.74%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 15.73%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.65%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.95%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 2.11%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 9.17%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 10.00%
Oct 2025
▼ 4.30%
▼ 1.63%
▼ 5.43%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▲ 6.74%
▲ 11.63%▲ 6.28%▲ 15.73%
▲ 9.25%▲ 5.14%▲ 5.65%
▲ 7.60%▲ 2.30%▲ 2.95%
▲ 2.76%▲ 2.05%▼ 2.11%
▲ 12.88%▲ 3.56%▲ 9.17%
▲ 10.96%▲ 2.38%▲ 10.00%
▼ 4.30%▼ 1.63%▼ 5.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Genprex
0.75%
▼ 83.94%
15
Buy
Nov 07, 2025
Inventiva
1.43%
0.00%
1
Open
Nov 07, 2025
2CRSI SA
4.1%
▲ 31.77%
9
Buy
Nov 03, 2025
Sprouts Farmers
0%
▼ 47.32%
6
Sell
Oct 31, 2025
Teradyne
0%
▲ 42.97%
5
Sell
Oct 30, 2025
Chipotle
0%
▼ 45.17%
7
Sell
Oct 30, 2025
Draganfly
0.76%
▼ 19.78%
2
Buy
Oct 25, 2025
NEXTracker, Inc. Class A
1.86%
▲ 133.89%
13
Buy
Oct 24, 2025
Endeavour Mining
1.81%
▼ 7.70%
2
Buy
Oct 24, 2025
United Rentals
1.51%
▼ 7.13%
1
Open
Oct 24, 2025
Fluor
1.63%
▲ 16.18%
8
Buy
Oct 21, 2025
Exosens
2.45%
▲ 14.82%
8
Buy
Oct 16, 2025
Eldorado Gold
2.62%
▲ 55.04%
6
Buy
Oct 15, 2025
Mercadolibre
2.25%
▲ 3.30%
6
Buy
Oct 10, 2025
Rocket Lab USA
0.74%
▲ 29.83%
2
Buy
Oct 10, 2025
OHB SE
0%
▲ 39.14%
2
Sell
Oct 08, 2025
Veolia Environnement
2.08%
▲ 3.47%
6
Buy
Oct 07, 2025
Figma, Inc. Class A
1.34%
▼ 21.94%
2
Buy
Oct 07, 2025
Unusual Machines Inc.
1.51%
▲ 3.48%
5
Sell
Oct 05, 2025
MTU Aero Engines
0.74%
▼ 0.72%
1
Open
Sep 22, 2025