tiprankstipranks

Total Portfolio - New Portfolio

SWest

Total Portfolio
Individual Investor
Ranked #18,887 out of 732,069 TipRanks' Investors
Success Rate
74%
289 out of 391
profitable transactions
Average Return
24.22%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.53%
6-Month Return▲ 14.02%
12-Month Return▼ 0.29%
YTD Return▲ 1.56%
Total Return▲ 42.18%

Best Trade

Opened at
Closed at-
Gain▲ 397.54%

Bio

For individual stocks, the goal is mostly value investing however I reserve the right to spice it up from time to time.

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 4.65%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.99%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 8.01%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 6.38%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 8.94%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 0.17%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.18%
Apr 2024
▲ 6.24%
▲ 1.85%
▲ 3.03%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 4.65%
▲ 9.22%▲ 9.13%▲ 9.99%
▲ 5.14%▲ 4.57%▲ 8.01%
▼ 1.87%▲ 1.59%▼ 6.38%
▲ 14.08%▲ 5.22%▲ 8.94%
▲ 5.05%▲ 3.27%▼ 0.17%
▼ 12.40%▼ 4.03%▼ 3.18%
▲ 6.24%▲ 1.85%▲ 3.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Retirement I 2040 Fund - I Class
28.58%
▲ 6.40%
35
Buy
Apr 25, 2022
Vanguard High Dividend Yield Index Fund Admiral Shares
18.05%
▲ 43.80%
60
Buy
Mar 30, 2022
Vanguard FTSE Developed Markets ETF
2.3%
▲ 31.60%
33
Buy
Mar 30, 2022
23andMe Holding
0.19%
▼ 92.14%
22
Buy
Mar 07, 2022
Vanguard U.S. Growth Fund
15.49%
▲ 62.10%
44
Buy
Jan 04, 2022
Vanguard Target Retirement 2040 Fund
4.5%
▲ 48.09%
25
Buy
Jan 04, 2022
Vanguard International Growth Fund
7.98%
▲ 0.85%
45
Buy
Jan 04, 2022
Jumia Technologies AG
0.93%
▼ 16.10%
14
Buy
Dec 20, 2021
Sea
0.91%
▼ 66.70%
8
Buy
Nov 16, 2021
Trilogy Metals
0.06%
▼ 78.61%
1
Open
Aug 20, 2021
Alibaba
1.7%
▼ 49.35%
11
Buy
Aug 18, 2021
Vanguard Total Stock Market ETF
5.03%
▲ 64.48%
25
Buy
Aug 18, 2021
Vanguard Health Care ETF
2.43%
▲ 44.81%
15
Buy
Jul 16, 2021
Carnival
▲ 137.48%
8
Close
Jun 02, 2021
Berkshire Hathaway B
▲ 12.71%
6
Close
Dec 28, 2020
Apple
4.02%
▲ 159.90%
4
Buy
Oct 21, 2020
NV5 Holdings
4.21%
▲ 73.80%
19
Buy
May 08, 2020
Tencent Holdings
▲ 19.55%
5
Close
Apr 14, 2020
Ibio
▼ 22.45%
2
Close
Mar 09, 2020
Block
3.63%
▲ 1.65%
8
Buy
Oct 25, 2019