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US Stocks - New Portfolio

PerformancePortfolio Details

David Lazarus

US Stocks
Individual Investor
Ranked #240,394 out of 858,971 TipRanks' Investors
Success Rate
57%
37 out of 65
profitable transactions
Average Return
26.00%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.06%
6-Month Return▲ 7.80%
12-Month Return▲ 63.18%
YTD Return▲ 1.20%
Total Return▲ 145.07%

Best Trade

AssetGE Aerospace (GE)
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

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 6.00%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 8.20%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 2.01%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.30%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 4.77%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 7.84%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.13%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 9.32%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 6.00%
▲ 10.96%▲ 2.38%▲ 8.20%
▼ 3.68%▲ 0.19%▼ 2.01%
▼ 0.10%▲ 0.08%▲ 1.30%
▲ 4.06%▲ 1.47%▲ 4.77%
▼ 1.12%▼ 0.86%▼ 7.84%
▲ 0.60%▼ 4.94%▼ 4.13%
▲ 7.53%▲ 5.50%▲ 9.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
DVN
Devon Energy
―
▼ 9.21%
5
Close
Oct 31, 2025
COP
Conocophillips
―
▼ 3.25%
2
Close
Oct 31, 2025
NVO
Novo Nordisk
2.58%
▼ 29.93%
1
Open
Sep 14, 2025
NVDA
Nvidia
4.29%
▲ 30.33%
11
Sell
Aug 07, 2025
AMZN
Amazon
8.15%
▲ 109.82%
4
Sell
Jun 11, 2025
GOOGL
Alphabet Class A
10.91%
▲ 137.41%
7
Sell
Jun 11, 2025
GE
GE Aerospace
―
▲ 425.58%
3
Close
Jun 11, 2025
BRK.B
Berkshire Hathaway B
16.31%
▲ 56.73%
2
Sell
Jun 11, 2025
FUTY
Fidelity MSCI Utilities Index ETF
―
▲ 11.38%
2
Close
May 27, 2025
RING
iShares MSCI Global Gold Miners ETF
―
▼ 1.09%
2
Close
May 27, 2025
AMD
Advanced Micro Devices
5.59%
▲ 115.46%
1
Open
May 27, 2025
SQQQ
ProShares UltraPro Short QQQ
―
▼ 9.87%
3
Close
Apr 22, 2025
SCHG
Schwab U.S. Large-Cap Growth ETF
3.5%
▲ 51.14%
5
Sell
Apr 08, 2025
SMCI
Super Micro Computer
―
▼ 14.42%
12
Close
Apr 08, 2025
DXYZ
Destiny Tech100 Inc.
―
▼ 11.78%
2
Close
Jan 30, 2025
AAPL
Apple
―
▲ 58.74%
4
Close
Jan 22, 2025
GEV
GE Vernova Inc.
―
▲ 97.82%
2
Close
Jan 08, 2025
PLTR
Palantir Technologies
―
▲ 11.20%
2
Close
Jan 08, 2025
SOXQ
Invesco PHLX Semiconductor ETF
―
▼ 3.58%
3
Close
Nov 26, 2024
SCHD
Schwab US Dividend Equity ETF
―
▲ 10.27%
4
Close
Jun 08, 2024