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Dave/Anne Portfolio - New Portfolio
David Power
Dave/Anne PortfolioIndividual Investor
Ranked #285,901 out of 798,340 TipRanks' Investors
Success Rate
271 out of 509
profitable transactions
profitable transactions
Average Return
4.57%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 16.50%
6-Month Return▼ 9.18%
12-Month Return▲ 4.70%
YTD Return▼ 13.08%
Total Return▼ 8.77%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 2.47%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 16.74%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 3.69%
Dec 2024
▲ 6.00%
▲ 2.69%
▲ 1.03%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 10.31%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 10.71%
Mar 2025
▲ 1.74%
▼ 0.87%
▲ 3.83%
Apr 2025
▼ 1.63%
▲ 0.77%
▲ 3.47%
May 2025
▲ 9.99%▼ 0.89%▲ 2.47%
▲ 25.97%▲ 5.96%▲ 16.74%
▲ 5.39%▼ 2.41%▼ 3.69%
▲ 6.00%▲ 2.69%▲ 1.03%
▼ 12.86%▼ 1.27%▼ 10.31%
▼ 1.80%▼ 5.57%▼ 10.71%
▲ 1.74%▼ 0.87%▲ 3.83%
▼ 1.63%▲ 0.77%▲ 3.47%
Recent Activity
D-Wave Quantum
0.22%
▲ 1.25%
21
Buy
May 07, 2025
IonQ
0.04%
▲ 14.68%
4
Buy
May 07, 2025
Vanguard Dividend Appreciation Index Fund Admiral Shs
8.95%
▲ 8.17%
81
Buy
May 03, 2025
Vanguard 500 Index Fd Admiral Shs
13.33%
▲ 8.40%
77
Buy
May 03, 2025
Alphabet Class A
0.92%
▲ 1.42%
5
Buy
May 02, 2025
Rigetti Computing
2.7%
▼ 1.33%
40
Buy
May 01, 2025
Brixmor Property
0.17%
▲ 0.20%
2
Buy
Apr 18, 2025
Nvidia
18.65%
▲ 41.20%
23
Buy
Apr 15, 2025
Aditxt
―
▼ 85.54%
6
Close
Apr 08, 2025
Vanguard S&P 500 ETF
3.18%
▲ 9.95%
8
Buy
Feb 25, 2025
Palantir Technologies
2.21%
▲ 26.26%
9
Sell
Feb 25, 2025
Vanguard Small Cap Value ETF
0.05%
▼ 10.11%
1
Open
Feb 19, 2025
Fabrinet
1.24%
▼ 9.62%
6
Sell
Feb 18, 2025
iShares Core MSCI Total International Stock ETF
0.04%
▼ 2.62%
4
Open
Feb 17, 2025
iShares Core S&P Mid-Cap ETF
0.01%
▼ 7.17%
4
Open
Feb 17, 2025
iShares Core U.S. Aggregate Bond ETF
0.03%
▼ 1.98%
4
Open
Feb 17, 2025
Bitcoin
―
▼ 2.20%
15
Close
Feb 15, 2025
Shopify
1.09%
▲ 40.50%
13
Sell
Feb 06, 2025
Trade Desk
―
▲ 78.87%
8
Close
Jan 24, 2025
Vanguard Information Technology ETF
2.09%
▲ 25.67%
7
Sell
Jan 23, 2025