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Growth Ideas - New Portfolio

David M. Biggs

Growth Ideas
Individual Investor
Ranked #181,187 out of 858,889 TipRanks' Investors
Success Rate
60%
48 out of 80
profitable transactions
Average Return
26.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.74%
6-Month Return▲ 2.16%
12-Month Return▲ 55.38%
YTD Return▲ 4.06%
Total Return▲ 127.29%

Best Trade

Opened at
Closed at-
Gain▲ 606.72%

Bio

David is the founding principal of Evergreen Wealth Management.

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 6.88%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.08%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 0.30%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.16%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.19%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 0.10%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 5.94%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 8.36%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 6.88%
▲ 10.96%▲ 2.38%▲ 0.08%
▼ 3.68%▲ 0.19%▼ 0.30%
▼ 0.10%▲ 0.08%▲ 0.16%
▲ 4.06%▲ 1.47%▲ 2.19%
▼ 1.12%▼ 0.86%▼ 0.10%
▲ 0.60%▼ 4.94%▼ 5.94%
▲ 4.89%▲ 4.48%▲ 8.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Potbelly
▲ 34.20%
3
Close
Oct 22, 2025
Couchbase
▲ 34.99%
3
Close
Sep 23, 2025
Innodata
4.45%
▲ 118.62%
5
Sell
Feb 10, 2025
Celestica
16.31%
▲ 606.72%
3
Sell
Feb 10, 2025
First Guaranty Bancshares
5.06%
▼ 3.60%
3
Buy
Feb 10, 2025
MasTec
14.19%
▲ 154.57%
2
Buy
Feb 10, 2025
Allegiant Travel Company
5.2%
▼ 3.14%
2
Buy
Feb 10, 2025
Pinnacle Financial Partners
4.3%
▼ 23.39%
2
Buy
Feb 10, 2025
Progressive
▲ 22.31%
2
Close
Feb 08, 2025
PayPal Holdings
▲ 7.78%
3
Close
Feb 08, 2025
Dropbox
▲ 8.74%
2
Close
Feb 08, 2025
American Airlines
3.92%
▼ 34.80%
3
Buy
Feb 08, 2025
Credo Technology Group Holding Ltd
8.54%
▲ 79.28%
2
Buy
Feb 08, 2025
Ollie's Bargain Outlet Holding
▲ 56.99%
2
Close
Jan 29, 2025
Lantheus
▲ 48.67%
3
Close
Jan 29, 2025
NetApp
▲ 16.60%
2
Close
Jan 29, 2025
Sprouts Farmers
2.2%
▲ 19.68%
3
Sell
Jan 29, 2025
Chewy
3.6%
▼ 12.82%
4
Sell
Jan 29, 2025
Amphenol
▲ 2.46%
3
Close
Jan 29, 2025
Skyward Specialty Insurance Group, Inc.
4.88%
▲ 4.54%
2
Buy
Jan 29, 2025