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New Portfolio Dec 2022 - New Portfolio

David McKenzie

New Portfolio Dec 2022
Individual Investor
Ranked #123,235 out of 849,613 TipRanks' Investors
Success Rate
58%
52 out of 89
profitable transactions
Average Return
44.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.86%
6-Month Return▲ 2.93%
12-Month Return▲ 30.16%
YTD Return▲ 2.98%
Total Return▲ 172.21%

Best Trade

Opened at
Closed at-
Gain▲ 721.30%

Bio

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

Performance

12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 11.09%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.03%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 0.18%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.99%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.78%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 4.54%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 2.64%
Dec 2025
▲ 3.05%
▲ 1.43%
▲ 2.98%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 11.09%
▲ 7.60%▲ 2.30%▲ 3.03%
▲ 2.76%▲ 2.05%▼ 0.18%
▲ 12.88%▲ 3.56%▲ 4.99%
▲ 10.96%▲ 2.38%▲ 0.78%
▼ 3.58%▲ 0.19%▼ 4.54%
▼ 0.10%▲ 0.08%▼ 2.64%
▲ 3.05%▲ 1.43%▲ 2.98%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Rocket Companies
1.81%
▲ 19.92%
2
Sell
Jan 13, 2026
Gold Fields
2.31%
▼ 0.28%
1
Open
Jan 13, 2026
Cheniere Energy
▼ 7.89%
4
Close
Dec 24, 2025
PetroChina Company
▼ 10.34%
2
Close
Dec 24, 2025
Alphabet Class A
6.99%
▲ 4.97%
2
Buy
Dec 24, 2025
Micron
9.61%
▲ 26.59%
1
Open
Dec 24, 2025
Amazon
4.64%
▲ 105.55%
7
Buy
Dec 04, 2025
Federal Signal
▲ 3.07%
3
Close
Dec 01, 2025
Palo Alto Networks
▼ 11.37%
2
Close
Dec 01, 2025
Kroger Company
3.35%
▼ 6.45%
1
Open
Dec 01, 2025
Leonardo Drs
▲ 26.54%
4
Close
Nov 30, 2025
Meta Platforms
3.83%
▼ 11.73%
2
Sell
Nov 30, 2025
Apple
6.77%
▲ 10.26%
2
Buy
Nov 30, 2025
VanEck Semiconductor ETF
6.36%
▲ 33.37%
2
Buy
Nov 30, 2025
Fortinet
▼ 18.06%
2
Close
Nov 30, 2025
Group 1 Automotive
▲ 15.94%
3
Close
Nov 12, 2025
Costco
▼ 11.90%
3
Close
Nov 12, 2025
CoreWeave
▼ 20.45%
2
Close
Nov 12, 2025
Eaton
4.85%
▼ 6.94%
1
Open
Nov 12, 2025
Mr Cooper Group
▲ 129.42%
3
Close
Sep 30, 2025