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New Portfolio Dec 2022 - New Portfolio

David McKenzie

New Portfolio Dec 2022
Individual Investor
Ranked #61,600 out of 781,066 TipRanks' Investors
Success Rate
64%
35 out of 55
profitable transactions
Average Return
51.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.01%
6-Month Return▲ 7.07%
12-Month Return▲ 32.66%
YTD Return▲ 4.71%
Total Return▲ 109.36%

Best Trade

Opened at
Closed at-
Gain▲ 507.16%

Bio

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

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 3.17%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 1.04%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 0.22%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.43%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.79%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.71%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 1.84%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 4.71%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 3.17%
▲ 8.13%▲ 1.21%▼ 1.04%
▼ 13.14%▲ 2.34%▼ 0.22%
▲ 2.93%▲ 2.10%▲ 0.43%
▲ 10.00%▼ 0.89%▼ 1.79%
▲ 26.04%▲ 5.96%▲ 5.71%
▲ 5.93%▼ 2.41%▼ 1.84%
▲ 9.79%▲ 0.95%▲ 4.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BP
▼ 18.15%
3
Close
Nov 11, 2024
Fundstrat Granny Shots US Large Cap ETF
2.77%
▼ 0.19%
1
Open
Nov 11, 2024
Grayscale Ethereum Classic Trust (ETC) Registered Accred Inv
▼ 54.30%
2
Close
Oct 23, 2024
Invesco QQQ Trust
16.71%
▲ 77.57%
5
Sell
Oct 11, 2024
Vistra Energy
2.37%
▲ 36.59%
1
Open
Oct 11, 2024
Cheniere Energy
5.94%
▲ 32.78%
1
Open
Oct 11, 2024
Invesco S&P SmallCap Momentum ETF
12.47%
▲ 14.37%
3
Buy
Jul 18, 2024
Lantheus
0.39%
▼ 25.89%
1
Open
Jul 12, 2024
Encore Wire
▲ 39.20%
5
Close
Jul 03, 2024
Nvidia
14.71%
▲ 486.46%
5
Sell
Jun 27, 2024
Amazon
12.18%
▲ 118.12%
4
Buy
Jun 24, 2024
Penske Automotive Group
▲ 0.78%
4
Close
Jun 18, 2024
Arch Capital Group
3.06%
▼ 0.35%
1
Open
Jun 18, 2024
Eni SPA
▼ 0.06%
2
Close
Jun 01, 2024
Mr Cooper Group
0.66%
▲ 24.57%
1
Open
Jun 01, 2024
ON Semiconductor
▼ 10.46%
3
Close
Apr 01, 2024
Berkshire Hathaway B
11.99%
▲ 50.29%
3
Sell
Jan 13, 2024
Novo Nordisk
1.88%
▼ 26.00%
1
Open
Jan 13, 2024
Leonardo Drs
0.76%
▲ 87.92%
2
Sell
Dec 12, 2023
Broadcom
1.52%
▲ 125.45%
1
Open
Dec 12, 2023