tiprankstipranks

Total Portfolio - New Portfolio

SWest

Total Portfolio
Individual Investor
Ranked #18,663 out of 730,199 TipRanks' Investors
Success Rate
74%
289 out of 391
profitable transactions
Average Return
22.49%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.18%
6-Month Return▲ 17.77%
12-Month Return▼ 0.78%
YTD Return▼ 2.06%
Total Return▲ 37.11%

Best Trade

Opened at
Closed at-
Gain▲ 358.58%

Bio

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

Performance

14.09%0-14.09%
▼ 4.52%
▼ 4.74%
▼ 6.16%
Sep 2023
▼ 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
▼ 14.09%
▼ 3.33%
▼ 3.81%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 6.16%
▼ 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%
▼ 14.09%▼ 3.33%▼ 3.81%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
81t1m74k3
81t1m74k3
81t1m74k3
81t1m74k3
81t1m74k3
81t1m74k3
81t1m74k3
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Mar 30, 2022
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Mar 30, 2022
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Mar 07, 2022
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Vanguard Target Retirement 2040 Fund
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45
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0.83%
▼ 25.39%
14
Buy
Dec 20, 2021
Sea
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▼ 68.39%
8
Buy
Nov 16, 2021
Trilogy Metals
0.06%
▼ 78.34%
1
Open
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11
Buy
Aug 18, 2021
Vanguard Total Stock Market ETF
5.03%
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25
Buy
Aug 18, 2021
Vanguard Health Care ETF
2.44%
▲ 44.38%
15
Buy
Jul 16, 2021
Carnival
▲ 137.48%
8
Close
Jun 02, 2021
Berkshire Hathaway B
▲ 12.71%
6
Close
Dec 28, 2020
Apple
3.75%
▲ 139.54%
4
Buy
Oct 21, 2020
NV5 Holdings
4.2%
▲ 71.28%
19
Buy
May 08, 2020
Tencent Holdings
▲ 19.55%
5
Close
Apr 14, 2020
Ibio
▼ 22.45%
2
Close
Mar 09, 2020
Block
3.91%
▲ 8.32%
8
Buy
Oct 25, 2019