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SWM Strategy #3DT - New Portfolio
Shep Fargotstein
SWM Strategy #3DTIndividual Investor
Ranked #61,933 out of 733,455 TipRanks' Investors
Success Rate
285 out of 566
profitable transactions
profitable transactions
Average Return
39.12%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.93%
6-Month Return▲ 33.33%
12-Month Return▲ 83.14%
YTD Return▲ 21.04%
Total Return▲ 235.17%
Best Trade
Bio
The Disruptive Technologies portfolio consists of 15-35 companies that are disrupting business sectors. We go anywhere in the world, and any cap size. We use the PEG ratio, and other technical metrics before investing. No more than 15% per name.
Performance
16.95%0-16.95%
▼ 6.45%
▼ 2.17%
▼ 3.23%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 16.95%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.17%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 5.02%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 13.36%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.79%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.61%
Apr 2024
▲ 6.09%
▲ 3.03%
▲ 4.79%
May 2024
▼ 6.45%▼ 2.17%▼ 3.23%
▲ 9.22%▲ 9.13%▲ 16.95%
▲ 5.14%▲ 4.57%▲ 6.17%
▼ 1.87%▲ 1.59%▲ 5.02%
▲ 14.08%▲ 5.22%▲ 13.36%
▲ 5.05%▲ 3.27%▲ 2.79%
▼ 12.40%▼ 4.03%▼ 5.61%
▲ 6.09%▲ 3.03%▲ 4.79%