Dave/Anne Portfolio - New Portfolio

David Power

Dave/Anne Portfolio
Individual Investor
Ranked #35,800 out of 828,551 TipRanks' Investors
Success Rate
75%
530 out of 704
profitable transactions
Average Return
32.58%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 19.66%
6-Month Return▲ 55.06%
12-Month Return▲ 70.31%
YTD Return▲ 64.08%
Total Return▲ 72.22%

Best Trade

Opened at
Closed at-
Gain▲ 939.15%

Bio

Performance

35.94%0-35.94%
▲ 0.80%
▼ 0.87%
▲ 3.80%
Apr 2025
▲ 11.64%
▲ 6.28%
▲ 35.94%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.70%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 10.84%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.69%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 28.34%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 21.36%
Oct 2025
▼ 5.16%
▼ 2.40%
▼ 21.78%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▲ 3.80%
▲ 11.64%▲ 6.28%▲ 35.94%
▲ 9.25%▲ 5.14%▲ 2.70%
▲ 7.60%▲ 2.30%▲ 10.84%
▲ 2.76%▲ 2.05%▲ 3.69%
▲ 12.88%▲ 3.56%▲ 28.34%
▲ 10.96%▲ 2.38%▲ 21.36%
▼ 5.16%▼ 2.40%▼ 21.78%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
17.44%
▲ 113.46%
29
Buy
Nov 17, 2025
Alphabet Class A
1.52%
▲ 11.10%
9
Buy
Nov 17, 2025
Red Cat Holdings
▼ 35.94%
9
Close
Nov 17, 2025
Vanguard Dividend Appreciation Index Fund Admiral Shs
9.85%
▲ 19.59%
101
Buy
Nov 15, 2025
Vanguard 500 Index Fd Admiral Shs
17.87%
▲ 22.81%
108
Buy
Nov 15, 2025
Brixmor Property
0.01%
▼ 1.43%
41
Sell
Nov 15, 2025
Vanguard S&P 500 ETF
3.11%
▲ 22.80%
12
Buy
Nov 13, 2025
Microsoft
4.4%
▲ 29.72%
4
Buy
Nov 13, 2025
iShares Core MSCI Total International Stock ETF
▲ 6.36%
5
Close
Nov 13, 2025
iShares Core S&P Mid-Cap ETF
▼ 1.93%
5
Close
Nov 13, 2025
Amazon
7.32%
▲ 49.44%
17
Buy
Nov 13, 2025
iShares Core U.S. Aggregate Bond ETF
▲ 0.30%
5
Close
Nov 13, 2025
Rigetti Computing
▲ 127.88%
55
Close
Nov 13, 2025
IonQ
1.93%
▲ 14.00%
34
Sell
Nov 13, 2025
Netflix
1.78%
▲ 0.33%
2
Buy
Nov 05, 2025
Vanguard Information Technology ETF
0.09%
▲ 55.13%
10
Sell
Nov 03, 2025
Johnson & Johnson
2.64%
▼ 7.08%
46
Sell
Oct 27, 2025
Tesla
1.22%
▼ 17.33%
9
Open
Oct 06, 2025
D-Wave Quantum
1.9%
▲ 113.09%
54
Buy
Oct 06, 2025
Vanguard Dividend Appreciation ETF
0.03%
▲ 28.20%
11
Sell
Oct 03, 2025