New Portfolio - New Portfolio

S.Barbey

New Portfolio
Individual Investor
Ranked #351,800 out of 748,626 TipRanks' Investors
Success Rate
45%
246 out of 551
profitable transactions
Average Return
4.65%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.70%
6-Month Return▲ 6.36%
12-Month Return▲ 8.07%
YTD Return▲ 4.94%
Total Return▼ 22.67%

Best Trade

Opened at
Closed at-
Gain▲ 229.90%

Bio

Tech oriented but balanced with sustainable investments.

Performance

24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▲ 12.66%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.62%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 8.18%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 0.27%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.39%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.31%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.61%
Jun 2024
▲ 24.77%
▼ 1.07%
▲ 2.86%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 12.66%
▼ 1.87%▲ 1.59%▼ 1.62%
▲ 14.08%▲ 5.22%▲ 8.18%
▲ 5.05%▲ 3.27%▼ 0.27%
▼ 12.40%▼ 4.03%▼ 6.39%
▲ 11.46%▲ 5.06%▲ 3.31%
▼ 2.25%▲ 3.53%▼ 0.61%
▲ 24.77%▼ 1.07%▲ 2.86%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Mama's Creations
0%
▲ 16.05%
1
Open
Jul 01, 2024
Chipotle
0.97%
▲ 2.65%
3
Open
Jun 27, 2024
Universal Technical Institute
▼ 0.90%
2
Close
Jun 10, 2024
PepsiCo
2.8%
▲ 4.36%
8
Sell
Jun 04, 2024
Snowflake
0%
▲ 11.40%
9
Open
Jun 04, 2024
Okta
0%
▼ 4.84%
3
Open
Jun 04, 2024
Gitlab
0%
▲ 13.73%
9
Open
Jun 04, 2024
Datadog
2.69%
▲ 62.85%
8
Buy
Jun 04, 2024
Rigetti Computing
1.04%
▲ 74.06%
3
Buy
Jun 04, 2024
Lantheus
1.83%
▲ 36.99%
2
Buy
Jun 04, 2024
Dave
2.33%
▼ 21.63%
3
Buy
Jun 04, 2024
Vital Farms
0.59%
▼ 12.47%
2
Buy
Jun 04, 2024
Rubrik, Inc. Class A
0%
▲ 11.94%
1
Open
Jun 04, 2024
Salesforce
0%
▼ 5.41%
1
Open
May 29, 2024
Planet Labs PBC
0.96%
▼ 19.33%
3
Open
May 15, 2024
Amprius Technologies Inc
▼ 17.92%
2
Close
May 13, 2024
Innodata Isogen
0%
▲ 56.60%
1
Open
May 13, 2024
DR Horton
0%
▲ 28.35%
3
Open
May 10, 2024
Pagaya Technologies Ltd
0%
▲ 16.32%
1
Open
May 10, 2024
e.l.f. Beauty
0%
▲ 3.82%
1
Open
May 10, 2024