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New Portfolio Dec 2022 - New Portfolio
David McKenzie
New Portfolio Dec 2022Individual Investor
Ranked #131,204 out of 793,971 TipRanks' Investors
Success Rate
37 out of 69
profitable transactions
profitable transactions
Average Return
27.96%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 11.20%
6-Month Return▲ 0.82%
12-Month Return▲ 8.67%
YTD Return▼ 1.72%
Total Return▲ 96.40%
Best Trade
Bio
Chemical Engineer with major construction and business development background. Dallas based independent investor and advisor.
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 0.22%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.43%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.95%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.60%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 1.64%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 3.63%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.66%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.52%
Mar 2025
▼ 13.14%▲ 2.34%▼ 0.22%
▲ 2.93%▲ 2.10%▲ 0.43%
▲ 10.00%▼ 0.89%▼ 1.95%
▲ 26.01%▲ 5.96%▲ 5.60%
▲ 5.33%▼ 2.41%▼ 1.64%
▲ 5.87%▲ 2.69%▲ 3.63%
▼ 12.86%▼ 1.27%▼ 4.66%
▼ 1.80%▼ 5.57%▼ 0.52%
Recent Activity
Bitcoin
4.27%
▼ 14.32%
1
Open
Feb 06, 2025
Amazon
9.81%
▲ 83.68%
5
Sell
Feb 05, 2025
Microsoft
8.71%
▲ 39.08%
5
Buy
Feb 05, 2025
Tesla
6.68%
▲ 26.50%
8
Open
Feb 05, 2025
Invesco QQQ Trust
―
▲ 79.31%
6
Close
Feb 05, 2025
Nvidia
9.78%
▲ 267.90%
6
Buy
Feb 05, 2025
Berkshire Hathaway B
―
▲ 52.14%
4
Close
Feb 05, 2025
Group 1 Automotive
6.4%
▲ 12.77%
2
Buy
Feb 05, 2025
Broadcom
8.64%
▲ 15.92%
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
2.78%
▲ 28.94%
2
Buy
Feb 05, 2025
Vistra Energy
2.73%
▼ 18.70%
2
Buy
Feb 05, 2025
Cheniere Energy
11.94%
▲ 11.21%
2
Buy
Feb 05, 2025
Baker Hughes Company
2.72%
▼ 8.21%
2
Buy
Feb 05, 2025
Costco
9.76%
▼ 9.21%
1
Open
Feb 05, 2025
Meta Platforms
7.43%
▼ 18.16%
1
Open
Feb 05, 2025
Teekay Tankers
―
▼ 4.23%
3
Close
Feb 03, 2025
Fundstrat Granny Shots US Large Cap ETF
3.28%
▼ 11.96%
2
Buy
Feb 03, 2025
BP
―
▼ 18.15%
3
Close
Nov 11, 2024