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US Stocks - New Portfolio

David Lazarus

US Stocks
Individual Investor
Ranked #227,507 out of 829,443 TipRanks' Investors
Success Rate
57%
37 out of 65
profitable transactions
Average Return
23.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.59%
6-Month Return▲ 35.79%
12-Month Return▲ 39.50%
YTD Return▲ 41.17%
Total Return▲ 130.68%

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

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▲ 0.85%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 12.13%
May 2025
▲ 9.25%
▲ 5.14%
▲ 10.02%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 9.11%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.55%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 6.00%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 8.20%
Oct 2025
▼ 8.98%
▼ 3.38%
▼ 5.45%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▲ 0.85%
▲ 11.63%▲ 6.28%▲ 12.13%
▲ 9.25%▲ 5.14%▲ 10.02%
▲ 7.60%▲ 2.30%▲ 9.11%
▲ 2.76%▲ 2.05%▲ 2.55%
▲ 12.88%▲ 3.56%▲ 6.00%
▲ 10.96%▲ 2.38%▲ 8.20%
▼ 8.98%▼ 3.38%▼ 5.45%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Devon Energy
▼ 9.21%
5
Close
Oct 31, 2025
Conocophillips
▼ 3.25%
2
Close
Oct 31, 2025
Novo Nordisk
3.34%
▼ 14.37%
1
Open
Sep 14, 2025
Nvidia
4.19%
▲ 24.50%
11
Sell
Aug 07, 2025
Amazon
7.75%
▲ 93.03%
4
Sell
Jun 11, 2025
Alphabet Class A
10.52%
▲ 122.83%
7
Sell
Jun 11, 2025
GE Aerospace
▲ 425.58%
3
Close
Jun 11, 2025
Berkshire Hathaway B
17.69%
▲ 64.51%
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
4.77%
▲ 77.88%
1
Open
May 27, 2025
ProShares UltraPro Short QQQ
▼ 9.87%
3
Close
Apr 22, 2025
Schwab U.S. Large-Cap Growth ETF
3.67%
▲ 52.85%
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