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Dave/Anne Portfolio - New Portfolio
David Power
Dave/Anne PortfolioIndividual Investor
Ranked #120,082 out of 757,311 TipRanks' Investors
Success Rate
198 out of 314
profitable transactions
profitable transactions
Average Return
7.28%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 4.61%
6-Month Return▼ 1.03%
12-Month Return▲ 0.04%
YTD Return▲ 0.46%
Total Return▼ 12.16%
Best Trade
Bio
Performance
25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 3.39%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.30%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 11.50%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.19%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.00%
Jun 2024
▲ 25.76%
▲ 1.21%
▼ 2.39%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.58%
Aug 2024
▲ 1.03%
▼ 0.11%
▼ 1.20%
Sep 2024
▲ 14.08%▲ 5.22%▲ 3.39%
▲ 5.05%▲ 3.27%▲ 0.30%
▼ 12.40%▼ 4.03%▼ 11.50%
▲ 11.46%▲ 5.06%▲ 8.19%
▼ 2.25%▲ 3.53%▲ 2.00%
▲ 25.76%▲ 1.21%▼ 2.39%
▼ 4.21%▲ 2.34%▲ 0.58%
▲ 1.03%▼ 0.11%▼ 1.20%
Recent Activity
Vanguard Dividend Appreciation Index Fund Admiral Shs
8.33%
▲ 17.14%
48
Buy
Sep 13, 2024
Vanguard 500 Index Fd Admiral Shs
9%
▲ 18.39%
40
Buy
Sep 13, 2024
Vanguard Dividend Appreciation ETF
3.71%
▲ 17.70%
6
Buy
Sep 05, 2024
Fabrinet
1.66%
▲ 7.70%
3
Buy
Sep 05, 2024
Snowflake
0.39%
▼ 30.08%
15
Sell
Aug 28, 2024
Nvidia
24.31%
▲ 56.70%
18
Buy
Aug 28, 2024
Apple
4.5%
▲ 23.98%
5
Buy
Aug 20, 2024
Shopify
2.25%
▲ 26.04%
8
Buy
Aug 15, 2024
Vanguard Balanced Index Fund
0.28%
▲ 2.70%
1
Open
Aug 14, 2024
Geron
―
▲ 4.33%
9
Close
Jun 18, 2024
Plug Power
―
▼ 57.93%
24
Close
Jun 07, 2024
Vanguard S&P 500 ETF
3.73%
▲ 20.10%
5
Buy
Jun 03, 2024
Hyliion Holdings
―
▼ 1.34%
12
Close
Jun 03, 2024
Berkshire Hathaway B
4.27%
▲ 43.30%
8
Buy
Jun 03, 2024
Johnson & Johnson
―
▼ 9.26%
41
Close
May 29, 2024
Vanguard Information Technology ETF
3.49%
▲ 26.08%
6
Sell
May 24, 2024
Microsoft
3.12%
▲ 58.88%
2
Sell
May 03, 2024
Vanguard High Dividend Yield Index ETF
―
▲ 11.05%
5
Close
May 02, 2024
Amazon
7.16%
▲ 27.21%
14
Buy
May 02, 2024
Truth Social
―
▼ 12.95%
4
Close
Apr 03, 2024