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New Portfolio - New Portfolio

S.Barbey

New Portfolio
Individual Investor
Ranked #356,338 out of 741,219 TipRanks' Investors
Success Rate
42%
232 out of 549
profitable transactions
Average Return
4.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.86%
6-Month Return▲ 3.75%
12-Month Return▲ 6.15%
YTD Return▲ 0.96%
Total Return▼ 25.60%

Best Trade

Opened at
Closed at
Gain▲ 223.38%

Bio

Tech oriented but balanced with sustainable investments.

Performance

17.47%0-17.47%
▲ 9.22%
▲ 9.13%
▲ 17.47%
Nov 2023
▲ 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
▼ 4.07%
▲ 4.00%
▼ 1.64%
Jun 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 9.22%▲ 9.13%▲ 17.47%
▲ 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%
▼ 4.07%▲ 4.00%▼ 1.64%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Universal Technical Institute
▼ 0.90%
2
Close
Jun 10, 2024
PepsiCo
2.71%
▲ 1.59%
8
Sell
Jun 04, 2024
Snowflake
0%
▲ 11.16%
9
Open
Jun 04, 2024
Okta
0%
▼ 8.05%
3
Open
Jun 04, 2024
Gitlab
0%
▲ 10.40%
9
Open
Jun 04, 2024
Datadog
2.64%
▲ 57.70%
8
Buy
Jun 04, 2024
Rigetti Computing
0.86%
▲ 64.02%
3
Buy
Jun 04, 2024
Lantheus
1.33%
▼ 1.61%
2
Buy
Jun 04, 2024
Dave
2.49%
▼ 13.37%
3
Buy
Jun 04, 2024
Vital Farms
0.67%
▲ 0.12%
2
Buy
Jun 04, 2024
Rubrik, Inc. Class A
0%
▼ 0.33%
1
Open
Jun 04, 2024
Salesforce
0%
▼ 14.66%
1
Open
May 29, 2024
Planet Labs PBC
0.72%
▼ 31.83%
3
Open
May 15, 2024
Amprius Technologies Inc
▼ 17.92%
2
Close
May 13, 2024
Innodata Isogen
0%
▲ 24.95%
1
Open
May 13, 2024
DR Horton
0%
▲ 17.25%
3
Open
May 10, 2024
Pagaya Technologies Ltd
0%
▼ 3.23%
1
Open
May 10, 2024
e.l.f. Beauty
0%
▲ 30.25%
1
Open
May 10, 2024
Arbor Realty
0%
▲ 9.78%
1
Open
May 10, 2024
Enphase Energy
0%
▼ 45.38%
15
Open
Apr 17, 2024