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New Portfolio Dec 2022 - New Portfolio

David McKenzie

New Portfolio Dec 2022
Individual Investor
Ranked #100,347 out of 798,773 TipRanks' Investors
Success Rate
56%
39 out of 69
profitable transactions
Average Return
33.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 16.03%
6-Month Return▲ 3.04%
12-Month Return▲ 14.27%
YTD Return▲ 5.47%
Total Return▲ 110.78%

Best Trade

Opened at
Closed at-
Gain▲ 414.35%

Bio

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

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 1.95%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 5.60%
Nov 2024
▲ 5.40%
▼ 2.41%
▼ 1.64%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 3.63%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.66%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.52%
Mar 2025
▲ 1.74%
▼ 0.87%
▲ 4.93%
Apr 2025
▼ 0.59%
▲ 1.90%
▲ 2.27%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 1.95%
▲ 25.97%▲ 5.96%▲ 5.60%
▲ 5.40%▼ 2.41%▼ 1.64%
▲ 6.01%▲ 2.69%▲ 3.63%
▼ 12.86%▼ 1.27%▼ 4.66%
▼ 1.80%▼ 5.57%▼ 0.52%
▲ 1.74%▼ 0.87%▲ 4.93%
▼ 0.59%▲ 1.90%▲ 2.27%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bitcoin
4.71%
▲ 2.55%
1
Open
Feb 06, 2025
Amazon
9.19%
▲ 86.38%
5
Sell
Feb 05, 2025
Microsoft
9.4%
▲ 62.55%
5
Buy
Feb 05, 2025
Tesla
7.1%
▲ 28.56%
8
Open
Feb 05, 2025
Invesco QQQ Trust
▲ 79.31%
6
Close
Feb 05, 2025
Nvidia
9.72%
▲ 295.97%
6
Buy
Feb 05, 2025
Berkshire Hathaway B
▲ 52.14%
4
Close
Feb 05, 2025
Group 1 Automotive
6.66%
▲ 26.97%
2
Buy
Feb 05, 2025
Broadcom
9.91%
▲ 44.15%
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
2.45%
▲ 23.44%
2
Buy
Feb 05, 2025
Vistra Energy
2.91%
▼ 6.02%
2
Buy
Feb 05, 2025
Cheniere Energy
11.13%
▲ 12.60%
2
Buy
Feb 05, 2025
Baker Hughes Company
2.09%
▼ 23.31%
2
Buy
Feb 05, 2025
Costco
9.6%
▼ 3.23%
1
Open
Feb 05, 2025
Meta Platforms
7.05%
▼ 15.87%
1
Open
Feb 05, 2025
Teekay Tankers
▼ 4.23%
3
Close
Feb 03, 2025
Fundstrat Granny Shots US Large Cap ETF
3.3%
▼ 4.04%
2
Buy
Feb 03, 2025
BP
▼ 18.15%
3
Close
Nov 11, 2024