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US SWM - New Portfolio

US SWM
Individual Investor
Ranked #269,653 out of 735,043 TipRanks' Investors
Success Rate
53%
87 out of 163
profitable transactions
Average Return
3.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.35%
6-Month Return▲ 10.69%
12-Month Return▼ 2.34%
YTD Return▼ 4.94%
Total Return▼ 47.42%

Best Trade

Opened at
Closed at-
Gain▲ 293.83%

Bio

Diversified

Performance

15.89%0-15.89%
▼ 6.45%
▼ 2.17%
▼ 15.89%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 10.67%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 12.78%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 6.50%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.11%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.76%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 9.26%
Apr 2024
▲ 11.08%
▲ 5.47%
▲ 6.82%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 15.89%
▲ 9.22%▲ 9.13%▲ 10.67%
▲ 5.14%▲ 4.57%▲ 12.78%
▼ 1.87%▲ 1.59%▼ 6.50%
▲ 14.08%▲ 5.22%▲ 4.11%
▲ 5.05%▲ 3.27%▲ 0.76%
▼ 12.40%▼ 4.03%▼ 9.26%
▲ 11.08%▲ 5.47%▲ 6.82%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Exelixis
▲ 8.65%
4
Close
May 16, 2024
Genprex
2.35%
▼ 51.25%
6
Buy
May 15, 2024
NEXTracker, Inc. Class A
2.03%
▲ 14.36%
6
Buy
May 15, 2024
Rheinmetall
6.42%
▼ 0.75%
2
Buy
May 15, 2024
Cloudflare
1.73%
▲ 3.71%
4
Buy
May 10, 2024
Accenture
0%
▼ 10.61%
2
Sell
May 10, 2024
Mueller Industries
1.98%
▲ 14.02%
2
Buy
May 07, 2024
Ardelyx
0.9%
▼ 16.11%
1
Open
May 07, 2024
Super Micro Computer
3.06%
▲ 6.93%
1
Open
May 06, 2024
Eramet SA
▲ 13.87%
6
Close
Apr 30, 2024
Eldorado Gold
1.86%
▲ 6.55%
2
Buy
Apr 27, 2024
Sterling Construction
2.96%
▲ 199.94%
3
Buy
Apr 26, 2024
Preformed Line Products Company
6.04%
▲ 10.17%
7
Buy
Apr 26, 2024
Teradyne
1.52%
▲ 21.91%
2
Buy
Apr 26, 2024
Coinbase Global
4.3%
▼ 15.34%
3
Buy
Apr 26, 2024
Titan Machinery
1.37%
▲ 4.98%
1
Open
Apr 26, 2024
Eldorado Gold
1.86%
▲ 6.11%
1
Open
Apr 26, 2024
Cadence Design
3.32%
▼ 4.47%
3
Buy
Apr 23, 2024
Cleanspark
2.95%
▼ 15.76%
5
Buy
Apr 23, 2024
ARM Holdings PLC ADR
4.44%
▼ 7.71%
5
Buy
Apr 22, 2024