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New Portfolio - New Portfolio
SG
New PortfolioIndividual Investor
Ranked #117,943 out of 803,748 TipRanks' Investors
Success Rate
34 out of 46
profitable transactions
profitable transactions
Average Return
13.30%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.34%
6-Month Return▲ 5.88%
12-Month Return▲ 22.79%
YTD Return▲ 8.13%
Total Return▲ 5.00%
Best Trade
Bio
Long financials
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 3.15%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 2.05%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 8.02%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.96%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.50%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 0.05%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 6.91%
May 2025
▲ 3.57%
▲ 1.29%
▲ 0.05%
Jun 2025
▲ 25.97%▲ 5.96%▲ 3.15%
▲ 5.10%▼ 2.41%▼ 2.05%
▲ 6.03%▲ 2.69%▲ 8.02%
▼ 12.86%▼ 1.27%▼ 1.96%
▼ 1.80%▼ 5.57%▼ 4.50%
▲ 1.83%▼ 0.87%▼ 0.05%
▲ 12.21%▲ 6.28%▲ 6.91%
▲ 3.57%▲ 1.29%▲ 0.05%
Recent Activity
UBS Group AG
11.69%
▲ 36.47%
3
Sell
Jan 11, 2025
Blue Owl Capital
5.98%
▲ 11.54%
3
Sell
Jan 11, 2025
Birkenstock Holding plc
2.35%
▲ 11.65%
3
Sell
Jan 11, 2025
iShares MSCI Brazil ETF
2.57%
▲ 23.37%
1
Open
Jan 11, 2025
Global X U.S. Infrastructure Development ETF
1.92%
▲ 3.40%
1
Open
Jan 11, 2025
iShares 20+ Year Treasury Bond ETF
3.94%
▲ 2.86%
1
Open
Jan 11, 2025
Target
3.49%
▼ 25.99%
1
Open
Dec 03, 2024
KraneShares CSI China Internet ETF
0%
▲ 3.37%
1
Open
Sep 29, 2024
Vanguard Funds PLC - Vanguard FTSE 100 UCITS ETF AccumGBP
―
▲ 0.01%
2
Close
Sep 18, 2024
Bayer
2.91%
▼ 2.32%
1
Open
Aug 20, 2024
Bain Capital Specialty Finance
0%
▲ 48.06%
3
Sell
Aug 19, 2024
Piraeus Bank
0%
▲ 274.13%
3
Sell
Aug 19, 2024
Klaviyo, Inc. Class A
0%
▲ 30.81%
3
Sell
Aug 19, 2024
Nike
2.77%
▼ 25.76%
1
Open
Aug 19, 2024
Occidental Petroleum
4.24%
▼ 17.48%
1
Open
Aug 19, 2024
Chevron
6.67%
▲ 2.74%
1
Open
Aug 19, 2024
BioPharma Credit PLC USD
―
▲ 9.20%
3
Close
Aug 17, 2024
SharkNinja, Inc.
0%
▲ 40.69%
3
Sell
Aug 16, 2024
Roche Holding
3.78%
▲ 21.72%
2
Buy
Aug 16, 2024
Pershing Square Holdings Ltd Public Class USD Accum.Shs
4.81%
▲ 13.17%
1
Open
Aug 16, 2024