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AAA 730 **1550 - New Portfolio

Luke D

AAA 730 **1550
Individual Investor
Ranked #232,675 out of 827,325 TipRanks' Investors
Success Rate
54%
34 out of 63
profitable transactions
Average Return
31.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.89%
6-Month Return▲ 21.05%
12-Month Return▲ 17.85%
YTD Return▲ 27.38%
Total Return▲ 35.12%

Best Trade

Opened at
Closed at
Gain▲ 718.33%

Bio

Longterm things

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▲ 3.87%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 8.46%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.33%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.75%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 8.09%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.48%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.16%
Oct 2025
▼ 4.30%
▼ 1.63%
▼ 0.62%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▲ 3.87%
▲ 11.63%▲ 6.28%▲ 8.46%
▲ 9.25%▲ 5.14%▲ 5.33%
▲ 7.60%▲ 2.30%▲ 0.75%
▲ 2.76%▲ 2.05%▲ 8.09%
▲ 12.88%▲ 3.56%▲ 0.48%
▲ 10.96%▲ 2.38%▲ 1.16%
▼ 4.30%▼ 1.63%▼ 0.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Colgate-Palmolive
15.97%
▲ 7.39%
4
Sell
Sep 22, 2025
Exact Sciences
▼ 21.48%
2
Sell
Aug 05, 2025
Nvidia
▲ 306.00%
7
Close
Apr 08, 2025
Meta Platforms
▲ 42.88%
12
Sell
Jan 02, 2025
PepsiCo
▲ 21.46%
4
Close
Jan 02, 2025
Automotive Finco Corp
▼ 97.43%
2
Close
Nov 19, 2024
Okta
▼ 65.66%
2
Sell
Nov 19, 2024
MetaPower International
▼ 99.99%
2
Close
Nov 19, 2024
Liquid Holdings
0.00%
2
Close
Nov 19, 2024
Rivian Automotive
2.24%
▼ 57.24%
4
Sell
Nov 18, 2024
Microsoft
30.22%
▲ 170.40%
6
Buy
Nov 18, 2024
Berkshire Hathaway B
19.73%
▲ 99.99%
4
Buy
Nov 18, 2024
ARM Holdings PLC ADR
3.09%
▼ 1.40%
2
Close
Nov 18, 2024
Duke Energy
12.29%
▲ 16.38%
4
Sell
Oct 14, 2024
Bristol-Myers Squibb
▲ 20.56%
4
Close
Oct 12, 2024
Becton Dickinson
▼ 6.23%
4
Close
Sep 05, 2024
QuantumScape
▼ 48.19%
4
Sell
Aug 08, 2024
Nio
▼ 64.36%
4
Sell
Aug 08, 2024
Pagaya Technologies Ltd
4.96%
▲ 102.65%
1
Buy
Mar 15, 2024
Ares Capital
▲ 0.89%
4
Close
Mar 09, 2024