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New Portfolio Dec 2022 - New Portfolio

David McKenzie

New Portfolio Dec 2022
Individual Investor
Ranked #125,495 out of 834,064 TipRanks' Investors
Success Rate
57%
50 out of 88
profitable transactions
Average Return
45.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.78%
6-Month Return▲ 2.55%
12-Month Return▲ 32.13%
YTD Return▲ 33.65%
Total Return▲ 166.93%

Best Trade

Opened at
Closed at-
Gain▲ 740.26%

Bio

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

Performance

14.00%0-14.00%
▲ 11.63%
▲ 6.28%
▲ 14.00%
May 2025
▲ 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
▼ 3.57%
▲ 0.19%
▼ 4.54%
Nov 2025
▲ 1.61%
▲ 1.31%
▼ 1.69%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 14.00%
▲ 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%
▼ 3.57%▲ 0.19%▼ 4.54%
▲ 1.61%▲ 1.31%▼ 1.69%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Cheniere Energy
▼ 7.89%
4
Close
Dec 24, 2025
PetroChina Company
▼ 10.34%
2
Close
Dec 24, 2025
Alphabet Class A
6.9%
▼ 0.28%
2
Buy
Dec 24, 2025
Micron
7.84%
▼ 0.66%
1
Open
Dec 24, 2025
Amazon
4.69%
▲ 99.88%
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
3.48%
▼ 6.37%
1
Open
Dec 01, 2025
Leonardo Drs
▲ 26.54%
4
Close
Nov 30, 2025
Meta Platforms
4.26%
▼ 5.60%
2
Sell
Nov 30, 2025
Apple
7.53%
▲ 17.97%
2
Buy
Nov 30, 2025
VanEck Semiconductor ETF
6.04%
▲ 21.87%
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
4.73%
▼ 12.79%
1
Open
Nov 12, 2025
Mr Cooper Group
▲ 129.42%
3
Close
Sep 30, 2025
Rocket Companies
3.53%
▲ 0.15%
1
Open
Sep 30, 2025
Tesla
▲ 28.33%
10
Close
Jul 07, 2025