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New Portfolio Dec 2022 - New Portfolio

David McKenzie

New Portfolio Dec 2022
Individual Investor
Ranked #72,704 out of 825,113 TipRanks' Investors
Success Rate
65%
51 out of 79
profitable transactions
Average Return
53.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.97%
6-Month Return▲ 35.86%
12-Month Return▲ 44.45%
YTD Return▲ 42.12%
Total Return▲ 183.85%

Best Trade

Opened at
Closed at-
Gain▲ 721.40%

Bio

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

Performance

14.00%0-14.00%
▼ 6.38%
▼ 5.57%
▼ 0.52%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 5.20%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 14.00%
May 2025
▲ 9.25%
▲ 5.14%
▲ 11.13%
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
▲ 5.77%
▲ 1.66%
▲ 0.55%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 0.52%
▲ 0.80%▼ 0.87%▲ 5.20%
▲ 11.63%▲ 6.28%▲ 14.00%
▲ 9.25%▲ 5.14%▲ 11.13%
▲ 7.60%▲ 2.30%▲ 3.03%
▲ 2.76%▲ 2.05%▼ 0.18%
▲ 12.88%▲ 3.56%▲ 4.99%
▲ 5.77%▲ 1.66%▲ 0.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Amazon
3.26%
▲ 116.45%
6
Sell
Oct 20, 2025
Palo Alto Networks
3.95%
▲ 2.50%
1
Open
Oct 20, 2025
Mr Cooper Group
▲ 129.42%
3
Close
Sep 30, 2025
Rocket Companies
3.22%
▼ 7.79%
1
Open
Sep 30, 2025
Tesla
▲ 28.33%
10
Close
Jul 07, 2025
Federal Signal
3.03%
▲ 14.01%
1
Open
Jul 07, 2025
Leonardo Drs
2.21%
▲ 53.81%
3
Buy
Jun 20, 2025
Lantheus
▼ 35.84%
2
Close
Jun 19, 2025
Bitcoin
▲ 8.45%
2
Close
Jun 19, 2025
VanEck Semiconductor ETF
4.47%
▲ 34.91%
1
Open
Jun 19, 2025
Fortinet
2.33%
▼ 14.31%
1
Open
Jun 19, 2025
Microsoft
11.43%
▲ 77.58%
6
Buy
Jun 18, 2025
Arch Capital Group
▼ 5.79%
2
Close
Jun 18, 2025
Cheniere Energy
5.19%
▲ 5.98%
3
Sell
Jun 18, 2025
Baker Hughes Company
▼ 18.08%
3
Close
Jun 18, 2025
Costco
2.54%
▼ 10.28%
2
Sell
Jun 18, 2025
TSMC
8.85%
▲ 38.50%
1
Open
Jun 18, 2025
Apple
4.78%
▲ 33.85%
1
Open
Jun 18, 2025
CoreWeave
1.69%
▲ 23.43%
1
Open
May 21, 2025
Invesco QQQ Trust
▲ 79.31%
6
Close
Feb 05, 2025