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Dave/Anne Portfolio - New Portfolio

PerformancePortfolio Details

David Power

Dave/Anne Portfolio
Individual Investor
Ranked #83,467 out of 788,174 TipRanks' Investors
Success Rate
69%
299 out of 431
profitable transactions
Average Return
13.49%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.74%
6-Month Return▲ 16.90%
12-Month Return▲ 15.24%
YTD Return▼ 1.38%
Total Return▲ 4.14%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 680.12%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▼ 2.39%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.58%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.45%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 2.47%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 16.74%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 3.11%
Dec 2024
▲ 5.25%
▲ 2.69%
▼ 1.60%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 0.22%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▼ 2.39%
▼ 13.14%▲ 2.34%▲ 0.58%
▲ 2.93%▲ 2.10%▲ 2.45%
▲ 9.99%▼ 0.89%▲ 2.47%
▲ 26.03%▲ 5.96%▲ 16.74%
▲ 5.97%▼ 2.41%▼ 3.11%
▲ 5.25%▲ 2.69%▼ 1.60%
▼ 9.08%▲ 1.42%▲ 0.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ADTX
Aditxt, Inc.
0.12%
▼ 7.81%
4
Sell
Feb 22, 2025
RGTI
Rigetti Computing
2.66%
▼ 13.62%
16
Buy
Feb 21, 2025
VFIAX
Vanguard 500 Index Fd Admiral Shs
13.46%
▲ 19.30%
67
Buy
Feb 19, 2025
VBR
Vanguard Small Cap Value ETF
0.06%
▼ 0.83%
1
Open
Feb 19, 2025
FN
Fabrinet
1.44%
▲ 1.78%
6
Sell
Feb 18, 2025
VOO
Vanguard S&P 500 ETF
2.64%
▲ 23.93%
7
Buy
Feb 17, 2025
IXUS
iShares Core MSCI Total International Stock ETF
0.04%
▼ 4.31%
4
Open
Feb 17, 2025
IJH
iShares Core S&P Mid-Cap ETF
0.01%
▼ 3.49%
4
Open
Feb 17, 2025
AGG
iShares Core U.S. Aggregate Bond ETF
0.03%
▼ 2.31%
4
Open
Feb 17, 2025
VDADX
Vanguard Dividend Appreciation Index Fund Admiral Shs
9.17%
▲ 16.56%
71
Buy
Feb 15, 2025
BTC-USD
Bitcoin
―
▼ 2.20%
15
Close
Feb 15, 2025
PLTR
Palantir Technologies
3.49%
▲ 23.26%
8
Buy
Feb 10, 2025
SHOP
Shopify
1.44%
▲ 84.88%
13
Sell
Feb 06, 2025
TTD
Trade Desk
―
▲ 78.87%
8
Close
Jan 24, 2025
VGT
Vanguard Information Technology ETF
2.5%
▲ 44.06%
7
Sell
Jan 23, 2025
AAPL
Apple
3.9%
▲ 28.71%
8
Sell
Jan 16, 2025
TSLA
Tesla
2.08%
▼ 14.29%
7
Buy
Jan 10, 2025
HYLN
Hyliion Holdings
0.02%
▼ 3.42%
19
Open
Jan 10, 2025
VIOV
Vanguard S&P Small-Cap 600 Value ETF
―
▲ 17.83%
2
Close
Jan 09, 2025
VIG
Vanguard Dividend Appreciation ETF
2.27%
▲ 20.14%
9
Sell
Jan 06, 2025