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Dave/Anne Portfolio - New Portfolio

David Power

Dave/Anne Portfolio
Individual Investor
Ranked #73,330 out of 858,971 TipRanks' Investors
Success Rate
71%
573 out of 802
profitable transactions
Average Return
25.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.15%
6-Month Return▼ 32.21%
12-Month Return▲ 86.22%
YTD Return▼ 12.29%
Total Return▲ 57.50%

Best Trade

Opened at
Closed at-
Gain▲ 954.36%

Bio

Performance

28.34%0-28.34%
▲ 12.88%
▲ 3.56%
▲ 28.34%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 21.36%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 20.77%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 2.95%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 5.46%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 5.34%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 7.86%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 6.38%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 28.34%
▲ 10.96%▲ 2.38%▲ 21.36%
▼ 3.68%▲ 0.19%▼ 20.77%
▼ 0.10%▲ 0.08%▲ 2.95%
▲ 4.06%▲ 1.47%▼ 5.46%
▼ 1.12%▼ 0.86%▼ 5.34%
▲ 0.60%▼ 4.94%▼ 7.86%
▲ 7.53%▲ 5.50%▲ 6.38%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Johnson & Johnson
1.82%
▼ 3.62%
59
Buy
Apr 13, 2026
Swarmer, Inc.
0.04%
▼ 31.09%
2
Buy
Apr 13, 2026
Vanguard Balanced Index Fd Admiral Shs
0.21%
▼ 0.36%
2
Buy
Apr 08, 2026
Vanguard Dividend Appreciation Index Fund Admiral Shs
10.58%
▲ 20.26%
120
Buy
Apr 07, 2026
Vanguard 500 Index Fd Admiral Shs
19.82%
▲ 22.96%
126
Buy
Apr 07, 2026
Red Cat Holdings
0.24%
▼ 22.58%
20
Buy
Mar 31, 2026
Snowflake
▲ 11.44%
18
Close
Mar 05, 2026
Microsoft
2.85%
▼ 1.56%
5
Sell
Mar 05, 2026
Micron
6.68%
▲ 4.43%
2
Buy
Mar 05, 2026
Direxion Daily MU Bull 2X Shares
0.03%
▲ 6.77%
2
Buy
Mar 05, 2026
IonQ
1.15%
▼ 28.74%
40
Sell
Mar 03, 2026
Hyliion Holdings
1.43%
▲ 7.94%
37
Buy
Feb 27, 2026
D-Wave Quantum
▲ 83.60%
57
Close
Feb 26, 2026
Vanguard Mid-Cap Index Fund Admiral Shares
0.03%
▲ 6.83%
19
Open
Feb 21, 2026
Vanguard Small-Cap Value Index Fd Admiral
0.03%
▲ 7.43%
20
Buy
Feb 21, 2026
Vanguard S&P 500 ETF
0.15%
▲ 24.01%
14
Sell
Feb 20, 2026
Fabrinet
3.9%
▲ 31.86%
16
Buy
Feb 20, 2026
Nvidia
10.87%
▲ 112.47%
30
Sell
Feb 18, 2026
Walt Disney
1.31%
▼ 11.60%
6
Sell
Feb 13, 2026
Novo Nordisk
▼ 19.77%
4
Close
Feb 06, 2026