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New Portfolio Dec 2022 - New Portfolio

David McKenzie

New Portfolio Dec 2022
Individual Investor
Ranked #57,586 out of 769,291 TipRanks' Investors
Success Rate
66%
36 out of 55
profitable transactions
Average Return
49.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.52%
6-Month Return▲ 6.27%
12-Month Return▲ 36.15%
YTD Return▲ 29.65%
Total Return▲ 102.49%

Best Trade

Opened at
Closed at-
Gain▲ 546.61%

Bio

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

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 2.81%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.41%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.17%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 1.04%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.22%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.43%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.75%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 5.02%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.81%
▲ 11.46%▲ 5.06%▲ 8.41%
▼ 2.25%▲ 3.53%▲ 3.17%
▲ 25.72%▲ 1.21%▼ 1.04%
▼ 4.22%▲ 2.34%▼ 0.22%
▲ 7.82%▲ 2.10%▲ 0.43%
▲ 5.70%▼ 0.89%▼ 1.75%
▲ 37.60%▲ 4.40%▲ 5.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BP
▼ 18.15%
3
Close
Nov 11, 2024
Fundstrat Granny Shots US Large Cap ETF
2.82%
▼ 0.82%
1
Open
Nov 11, 2024
Grayscale Ethereum Classic Trust (ETC) Registered Accred Inv
▼ 54.30%
2
Close
Oct 23, 2024
Invesco QQQ Trust
16.48%
▲ 71.59%
5
Sell
Oct 11, 2024
Vistra Energy
2.29%
▲ 32.98%
1
Open
Oct 11, 2024
Cheniere Energy
5.32%
▲ 18.19%
1
Open
Oct 11, 2024
Invesco S&P SmallCap Momentum ETF
13.45%
▲ 19.31%
3
Buy
Jul 18, 2024
Lantheus
0.39%
▼ 29.25%
1
Open
Jul 12, 2024
Encore Wire
▲ 39.20%
5
Close
Jul 03, 2024
Nvidia
15.42%
▲ 524.56%
5
Sell
Jun 27, 2024
Amazon
10.81%
▲ 91.52%
4
Buy
Jun 24, 2024
Penske Automotive Group
▲ 0.78%
4
Close
Jun 18, 2024
Arch Capital Group
3.25%
▲ 2.86%
1
Open
Jun 18, 2024
Eni SPA
▼ 0.06%
2
Close
Jun 01, 2024
Mr Cooper Group
0.65%
▲ 18.14%
1
Open
Jun 01, 2024
ON Semiconductor
▼ 10.46%
3
Close
Apr 01, 2024
Berkshire Hathaway B
12.43%
▲ 51.61%
3
Sell
Jan 13, 2024
Novo Nordisk
2.56%
▼ 3.48%
1
Open
Jan 13, 2024
Leonardo Drs
0.79%
▲ 88.39%
2
Sell
Dec 12, 2023
Broadcom
1.07%
▲ 55.25%
1
Open
Dec 12, 2023