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US Stocks - New Portfolio

David Lazarus

US Stocks
Individual Investor
Ranked #246,021 out of 820,354 TipRanks' Investors
Success Rate
59%
38 out of 65
profitable transactions
Average Return
20.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.30%
6-Month Return▲ 46.32%
12-Month Return▲ 46.23%
YTD Return▲ 37.07%
Total Return▲ 123.98%

Best Trade

Opened at
Closed at
Gain▲ 425.58%

Bio

Stock market researcher resident in Johannesburg South Africa. Currently manages a personal portfolio of local and foreign stocks. Portfolio construction a favorite topic.

Performance

27.92%0-27.92%
▼ 12.86%
▼ 1.27%
▲ 6.88%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 11.56%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 0.85%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 12.13%
May 2025
▲ 6.24%
▲ 5.14%
▲ 10.02%
Jun 2025
▲ 27.92%
▲ 2.30%
▲ 9.11%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 2.55%
Aug 2025
▲ 5.04%
▲ 2.88%
▲ 5.30%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▲ 6.88%
▼ 1.80%▼ 5.57%▼ 11.56%
▲ 1.84%▼ 0.87%▲ 0.85%
▲ 12.20%▲ 6.28%▲ 12.13%
▲ 6.24%▲ 5.14%▲ 10.02%
▲ 27.92%▲ 2.30%▲ 9.11%
▲ 4.87%▲ 2.05%▲ 2.55%
▲ 5.04%▲ 2.88%▲ 5.30%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Novo Nordisk
4.03%
▼ 0.02%
1
Open
Sep 14, 2025
Devon Energy
2.68%
▼ 4.55%
4
Open
Aug 07, 2025
Nvidia
4.3%
▲ 24.12%
11
Sell
Aug 07, 2025
Conocophillips
4.75%
▲ 7.23%
1
Open
Aug 07, 2025
Amazon
7.96%
▲ 92.23%
4
Sell
Jun 11, 2025
Alphabet Class A
8.93%
▲ 87.79%
7
Sell
Jun 11, 2025
GE Aerospace
▲ 425.58%
3
Close
Jun 11, 2025
Berkshire Hathaway B
18.1%
▲ 63.20%
2
Sell
Jun 11, 2025
Fidelity MSCI Utilities Index ETF
▲ 11.38%
2
Close
May 27, 2025
iShares MSCI Global Gold Miners ETF
▼ 1.09%
2
Close
May 27, 2025
Advanced Micro Devices
3.85%
▲ 39.19%
1
Open
May 27, 2025
ProShares UltraPro Short QQQ
▼ 9.87%
3
Close
Apr 22, 2025
Schwab U.S. Large-Cap Growth ETF
3.82%
▲ 54.16%
5
Sell
Apr 08, 2025
Super Micro Computer
▼ 14.42%
12
Close
Apr 08, 2025
Destiny Tech100 Inc.
▼ 11.78%
2
Close
Jan 30, 2025
Apple
▲ 58.74%
4
Close
Jan 22, 2025
GE Vernova Inc.
▲ 97.82%
2
Close
Jan 08, 2025
Palantir Technologies
▲ 11.20%
2
Close
Jan 08, 2025
Invesco PHLX Semiconductor ETF
▼ 3.58%
3
Close
Nov 26, 2024
Schwab US Dividend Equity ETF
▲ 10.27%
4
Close
Jun 08, 2024