Dave/Anne Portfolio - New Portfolio

David Power

Dave/Anne Portfolio
Individual Investor
Ranked #391,037 out of 794,476 TipRanks' Investors
Success Rate
44%
208 out of 470
profitable transactions
Average Return
-0.09%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 9.25%
6-Month Return▼ 10.85%
12-Month Return▼ 7.24%
YTD Return▼ 21.94%
Total Return▼ 18.07%

Best Trade

Opened at
Closed at-
Gain▲ 466.85%

Bio

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 2.45%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 2.47%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 16.74%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 3.69%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 1.03%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 10.31%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 10.71%
Mar 2025
▼ 4.32%
▼ 4.06%
▼ 3.52%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 2.45%
▲ 10.00%▼ 0.89%▲ 2.47%
▲ 26.01%▲ 5.96%▲ 16.74%
▲ 5.33%▼ 2.41%▼ 3.69%
▲ 5.87%▲ 2.69%▲ 1.03%
▼ 12.86%▼ 1.27%▼ 10.31%
▼ 1.80%▼ 5.57%▼ 10.71%
▼ 4.32%▼ 4.06%▼ 3.52%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Rigetti Computing
2.22%
▼ 20.80%
32
Buy
Apr 03, 2025
D-Wave Quantum
0.05%
▼ 10.24%
6
Buy
Apr 03, 2025
Brixmor Property
0.11%
0.00%
1
Open
Apr 03, 2025
Vanguard Dividend Appreciation Index Fund Admiral Shs
9.49%
▲ 6.76%
77
Buy
Mar 30, 2025
Vanguard 500 Index Fd Admiral Shs
13.55%
▲ 4.52%
73
Buy
Mar 30, 2025
Alphabet Class A
0.46%
▼ 6.53%
3
Buy
Mar 30, 2025
Aditxt, Inc.
0.04%
▼ 75.47%
5
Buy
Mar 05, 2025
Vanguard S&P 500 ETF
3.42%
▲ 5.79%
8
Buy
Feb 25, 2025
Palantir Technologies
1.9%
▼ 3.03%
9
Sell
Feb 25, 2025
Vanguard Small Cap Value ETF
0.06%
▼ 12.60%
1
Open
Feb 19, 2025
Fabrinet
1.17%
▼ 23.86%
6
Sell
Feb 18, 2025
iShares Core MSCI Total International Stock ETF
0.04%
▼ 5.87%
4
Open
Feb 17, 2025
iShares Core S&P Mid-Cap ETF
0.01%
▼ 9.12%
4
Open
Feb 17, 2025
iShares Core U.S. Aggregate Bond ETF
0.03%
▼ 1.28%
4
Open
Feb 17, 2025
Bitcoin
▼ 2.20%
15
Close
Feb 15, 2025
Shopify
1.07%
▲ 23.22%
13
Sell
Feb 06, 2025
Trade Desk
▲ 78.87%
8
Close
Jan 24, 2025
Vanguard Information Technology ETF
2.14%
▲ 15.01%
7
Sell
Jan 23, 2025
Apple
3.37%
▲ 6.39%
8
Sell
Jan 16, 2025
Tesla
1.72%
▼ 24.80%
7
Buy
Jan 10, 2025