New Portfolio Dec 2022 - New Portfolio

David McKenzie

New Portfolio Dec 2022
Individual Investor
Ranked #96,735 out of 828,236 TipRanks' Investors
Success Rate
59%
48 out of 81
profitable transactions
Average Return
49.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.09%
6-Month Return▲ 17.89%
12-Month Return▲ 32.73%
YTD Return▲ 34.49%
Total Return▲ 168.61%

Best Trade

Opened at
Closed at-
Gain▲ 724.04%

Bio

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

Performance

14.00%0-14.00%
▲ 0.80%
▼ 0.87%
▲ 5.20%
Apr 2025
▲ 11.64%
▲ 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
▲ 10.96%
▲ 2.38%
▲ 0.78%
Oct 2025
▼ 5.65%
▼ 1.47%
▼ 5.59%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▲ 5.20%
▲ 11.64%▲ 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%
▲ 10.96%▲ 2.38%▲ 0.78%
▼ 5.65%▼ 1.47%▼ 5.59%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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
5.5%
▼ 4.15%
1
Open
Nov 12, 2025
PetroChina Company
1.96%
▼ 3.45%
1
Open
Nov 12, 2025
Amazon
3.69%
▲ 129.36%
6
Sell
Oct 20, 2025
Palo Alto Networks
3.98%
▼ 3.33%
1
Open
Oct 20, 2025
Mr Cooper Group
▲ 129.42%
3
Close
Sep 30, 2025
Rocket Companies
3.3%
▼ 11.51%
1
Open
Sep 30, 2025
Tesla
▲ 28.33%
10
Close
Jul 07, 2025
Federal Signal
2.85%
▲ 0.20%
1
Open
Jul 07, 2025
Leonardo Drs
2.01%
▲ 31.10%
3
Buy
Jun 20, 2025
Lantheus
▼ 35.84%
2
Close
Jun 19, 2025
Bitcoin
▲ 8.45%
2
Close
Jun 19, 2025
VanEck Semiconductor ETF
4.69%
▲ 32.49%
1
Open
Jun 19, 2025
Fortinet
2.36%
▼ 18.85%
1
Open
Jun 19, 2025
Microsoft
11.73%
▲ 70.69%
6
Buy
Jun 18, 2025
Arch Capital Group
▼ 5.79%
2
Close
Jun 18, 2025
Cheniere Energy
5.39%
▲ 3.22%
3
Sell
Jun 18, 2025
Baker Hughes Company
▼ 18.08%
3
Close
Jun 18, 2025