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Dave/Anne Portfolio - New Portfolio

David Power

Dave/Anne Portfolio
Individual Investor
Ranked #38,219 out of 811,961 TipRanks' Investors
Success Rate
76%
471 out of 623
profitable transactions
Average Return
23.94%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.23%
6-Month Return▲ 34.82%
12-Month Return▲ 76.59%
YTD Return▲ 34.56%
Total Return▲ 41.23%

Best Trade

Opened at
Closed at-
Gain▲ 892.65%

Bio

Performance

35.94%0-35.94%
▲ 6.03%
▲ 2.69%
▲ 0.98%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 10.31%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 10.71%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 3.80%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 35.94%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.70%
Jun 2025
▲ 27.86%
▲ 2.30%
▲ 10.84%
Jul 2025
▲ 0.94%
▼ 0.14%
▲ 3.59%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 0.98%
▼ 12.86%▼ 1.27%▼ 10.31%
▼ 1.80%▼ 5.57%▼ 10.71%
▲ 1.84%▼ 0.87%▲ 3.80%
▲ 12.20%▲ 6.28%▲ 35.94%
▲ 6.24%▲ 5.14%▲ 2.70%
▲ 27.86%▲ 2.30%▲ 10.84%
▲ 0.94%▼ 0.14%▲ 3.59%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard Dividend Appreciation Index Fund Admiral Shs
9.59%
▲ 14.85%
97
Buy
Aug 06, 2025
Vanguard 500 Index Fd Admiral Shs
15.86%
▲ 19.16%
92
Buy
Aug 06, 2025
D-Wave Quantum
1.48%
▲ 76.52%
50
Buy
Aug 04, 2025
Walt Disney
1.86%
▲ 2.68%
5
Buy
Aug 02, 2025
Brixmor Property
0.28%
▲ 3.42%
13
Buy
Aug 02, 2025
IonQ
1.07%
▲ 12.23%
24
Buy
Aug 02, 2025
Rigetti Computing
3.61%
▲ 61.01%
47
Buy
Jul 16, 2025
Red Cat Holdings
1.43%
▲ 6.85%
2
Buy
Jul 14, 2025
Tesla
▼ 19.22%
8
Close
Jul 11, 2025
Hyliion Holdings
0.74%
▼ 1.00%
33
Buy
Jul 04, 2025
Vanguard Balanced Index Fund
0.21%
▲ 6.09%
2
Buy
Jul 04, 2025
Johnson & Johnson
0.11%
▼ 8.32%
43
Buy
Jun 13, 2025
Fabrinet
▲ 7.30%
7
Close
Jun 11, 2025
Nvidia
26.53%
▲ 117.63%
24
Buy
Jun 10, 2025
Alphabet Class A
▲ 11.10%
7
Close
Jun 10, 2025
Bitcoin
▼ 2.06%
18
Close
Jun 04, 2025
Aditxt
▼ 85.54%
6
Close
Apr 08, 2025
Vanguard S&P 500 ETF
3.18%
▲ 23.98%
8
Buy
Feb 25, 2025
Palantir Technologies
2.89%
▲ 100.97%
9
Sell
Feb 25, 2025
Vanguard Small Cap Value ETF
0.05%
▼ 1.34%
1
Open
Feb 19, 2025