tiprankstipranks

Main Portfolio - New Portfolio

Bill Swain

Main Portfolio
Individual Investor
Ranked #436,839 out of 730,653 TipRanks' Investors
Success Rate
33%
34 out of 103
profitable transactions
Average Return
-11.22%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 11.88%
6-Month Return▲ 20.84%
12-Month Return▼ 13.91%
YTD Return▲ 0.05%
Total Return▼ 41.07%

Best Trade

Opened at
Closed at-
Gain▲ 221.68%

Bio

Growth stock and dividend stock portfolio

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 5.47%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 10.32%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 10.13%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 8.70%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 6.38%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 9.04%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 11.22%
Mar 2024
▼ 11.79%
▼ 2.83%
▼ 11.88%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 5.47%
▼ 6.45%▼ 2.17%▼ 10.32%
▲ 9.22%▲ 9.13%▲ 10.13%
▲ 5.14%▲ 4.57%▲ 8.70%
▼ 1.87%▲ 1.59%▼ 6.38%
▲ 14.08%▲ 5.22%▲ 9.04%
▲ 5.05%▲ 3.27%▲ 11.22%
▼ 11.79%▼ 2.83%▼ 11.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Store Capital
▲ 3.41%
3
Close
Feb 03, 2023
Caterpillar
2.18%
▲ 68.19%
2
Buy
Mar 03, 2022
Pfizer
1.6%
▼ 36.31%
3
Buy
Mar 03, 2022
Palantir Technologies
14.46%
▲ 27.22%
11
Buy
Feb 25, 2022
NextEra Energy
0.99%
▼ 6.03%
3
Buy
Feb 25, 2022
PPL
▼ 8.38%
3
Close
Feb 25, 2022
Walgreens Boots Alliance
3.8%
▼ 57.83%
17
Buy
Feb 17, 2022
Verizon
0.67%
▼ 13.96%
3
Buy
Feb 17, 2022
Tesla
51.44%
▼ 35.31%
2
Buy
Jan 24, 2022
ARK Fintech Innovation ETF
▼ 36.63%
3
Close
Jan 24, 2022
ARK Genomic Revolution ETF
▼ 40.32%
4
Close
Jan 24, 2022
ARK Next Generation Internet ETF
▼ 32.63%
4
Close
Jan 24, 2022
AbbVie
9.66%
▲ 51.70%
5
Buy
Jan 20, 2022
Vale SA
0.85%
▼ 0.86%
3
Buy
Jan 20, 2022
Johnson & Johnson
2.12%
▼ 5.81%
3
Buy
Jan 20, 2022
Hims & Hers Health
0.88%
▲ 159.34%
1
Open
Jan 20, 2022
JPMorgan Chase & Co.
1.61%
▲ 35.29%
2
Buy
Jan 20, 2022
Taiwan Semiconductor Manufacturing
▲ 9.90%
3
Close
Jan 20, 2022
Coinbase Global
▲ 19.64%
2
Close
Nov 22, 2021
W. P. Carey Inc.
▲ 2.89%
3
Close
Nov 22, 2021