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New Portfolio Dec 2022 - New Portfolio

David McKenzie

New Portfolio Dec 2022
Individual Investor
Ranked #128,936 out of 788,370 TipRanks' Investors
Success Rate
54%
37 out of 69
profitable transactions
Average Return
37.61%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.97%
6-Month Return▲ 5.26%
12-Month Return▲ 18.39%
YTD Return▲ 0.90%
Total Return▲ 103.13%

Best Trade

Opened at
Closed at-
Gain▲ 492.70%

Bio

Chemical Engineer with major construction and business development background. Dallas based independent investor and advisor.

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▼ 1.04%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 0.22%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.43%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.79%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 5.71%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 1.17%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.14%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 3.11%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▼ 1.04%
▼ 13.14%▲ 2.34%▼ 0.22%
▲ 2.93%▲ 2.10%▲ 0.43%
▲ 9.99%▼ 0.89%▼ 1.79%
▲ 26.03%▲ 5.96%▲ 5.71%
▲ 5.97%▼ 2.41%▼ 1.17%
▲ 5.25%▲ 2.69%▲ 4.14%
▼ 9.08%▲ 1.42%▼ 3.11%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bitcoin
4.33%
▼ 1.59%
1
Open
Feb 06, 2025
Amazon
9.87%
▲ 109.09%
5
Sell
Feb 05, 2025
Microsoft
8.37%
▲ 51.24%
5
Buy
Feb 05, 2025
Tesla
7.7%
▲ 30.65%
8
Open
Feb 05, 2025
Invesco QQQ Trust
▲ 79.31%
6
Close
Feb 05, 2025
Nvidia
10.72%
▲ 356.29%
6
Buy
Feb 05, 2025
Berkshire Hathaway B
▲ 52.14%
4
Close
Feb 05, 2025
Group 1 Automotive
6.68%
▲ 33.06%
2
Buy
Feb 05, 2025
Broadcom
9.96%
▲ 50.93%
2
Buy
Feb 05, 2025
Invesco S&P SmallCap Momentum ETF
▲ 16.56%
5
Close
Feb 05, 2025
Novo Nordisk
▼ 19.38%
2
Close
Feb 05, 2025
Mr Cooper Group
2.27%
▲ 19.14%
2
Buy
Feb 05, 2025
Vistra Energy
3.08%
▲ 3.97%
2
Buy
Feb 05, 2025
Cheniere Energy
10.08%
▲ 6.29%
2
Buy
Feb 05, 2025
Baker Hughes Company
2.49%
▼ 4.72%
2
Buy
Feb 05, 2025
Costco
9.43%
▼ 0.64%
1
Open
Feb 05, 2025
Meta Platforms
7.79%
▼ 3.02%
1
Open
Feb 05, 2025
Teekay Tankers
▼ 4.76%
3
Close
Feb 03, 2025
Fundstrat Granny Shots US Large Cap ETF
3.2%
▼ 2.74%
2
Buy
Feb 03, 2025
BP
▼ 18.15%
3
Close
Nov 11, 2024