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New Portfolio - New Portfolio

SG

New Portfolio
Individual Investor
Ranked #365,219 out of 731,625 TipRanks' Investors
Success Rate
48%
15 out of 31
profitable transactions
Average Return
-0.52%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.81%
6-Month Return▲ 19.67%
12-Month Return▲ 23.26%
YTD Return▲ 7.10%
Total Return▼ 24.11%

Best Trade

Opened at
Closed at-
Gain▲ 124.93%

Bio

Long financials

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 4.62%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 5.43%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 12.07%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 2.71%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.04%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.57%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 9.33%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.59%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 4.62%
▼ 6.45%▼ 2.17%▼ 5.43%
▲ 9.22%▲ 9.13%▲ 12.07%
▲ 5.14%▲ 4.57%▲ 2.71%
▼ 1.87%▲ 1.59%▲ 1.04%
▲ 14.08%▲ 5.22%▲ 1.57%
▲ 5.05%▲ 3.27%▲ 9.33%
▼ 12.40%▼ 4.03%▼ 4.59%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Roche Holding
0%
▼ 1.62%
1
Open
Apr 05, 2024
Pershing Square Holdings Ltd Public Class USD Accum.Shs
▲ 0.76%
3
Close
Mar 20, 2024
Bain Capital Specialty Finance
9.14%
▲ 45.31%
2
Sell
Mar 19, 2024
Piraeus Bank
6.58%
▲ 124.93%
2
Sell
Mar 19, 2024
UBS Group AG
17.43%
▲ 9.76%
2
Buy
Mar 19, 2024
Blue Owl Capital
9.88%
▲ 6.18%
2
Buy
Mar 19, 2024
BioPharma Credit PLC USD
4.82%
▲ 1.84%
2
Buy
Mar 19, 2024
SharkNinja, Inc.
7.02%
▲ 9.84%
2
Buy
Mar 19, 2024
Birkenstock Holding plc
4.83%
▼ 3.58%
2
Buy
Mar 19, 2024
Klaviyo, Inc. Class A
7.27%
▼ 11.41%
2
Buy
Mar 19, 2024
Kenvue, Inc.
8.32%
▼ 6.68%
2
Buy
Mar 19, 2024
VanEck Morningstar Wide Moat ETF
9.29%
▼ 3.13%
1
Open
Mar 19, 2024
Invesco S&P 500 Equal Weight ETF
8.76%
▼ 2.74%
1
Open
Mar 19, 2024
ING Groep
▲ 34.38%
2
Close
Mar 17, 2024
Intercontinental Exchange
▲ 22.64%
2
Close
Mar 17, 2024
China Life Insurance Co
▼ 38.00%
2
Close
Mar 17, 2024
Resona Holdings
▲ 45.71%
2
Close
Mar 17, 2024
China Merchants Bank Co
▼ 54.24%
2
Close
Mar 17, 2024
Ping An Insurance Company of China
▼ 54.03%
2
Close
Mar 17, 2024
Citigroup
▼ 8.53%
2
Close
Mar 17, 2024