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Growth Ideas - New Portfolio

David M. Biggs

Growth Ideas
Individual Investor
Ranked #151,607 out of 806,884 TipRanks' Investors
Success Rate
60%
48 out of 80
profitable transactions
Average Return
22.34%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.16%
6-Month Return▲ 16.98%
12-Month Return▲ 53.92%
YTD Return▲ 20.37%
Total Return▲ 104.07%

Best Trade

Opened at
Closed at-
Gain▲ 251.97%

Bio

David is the founding principal of Evergreen Wealth Management.

Performance

16.05%0-16.05%
▲ 5.10%
▼ 2.41%
▲ 0.71%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 10.50%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.87%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 16.05%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 6.47%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 14.49%
May 2025
▲ 6.24%
▲ 5.14%
▲ 10.75%
Jun 2025
▲ 1.29%
▲ 0.46%
▲ 1.03%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▲ 0.71%
▲ 6.03%▲ 2.69%▲ 10.50%
▼ 12.86%▼ 1.27%▼ 4.87%
▼ 1.80%▼ 5.57%▼ 16.05%
▲ 1.84%▼ 0.87%▲ 6.47%
▲ 12.20%▲ 6.28%▲ 14.49%
▲ 6.24%▲ 5.14%▲ 10.75%
▲ 1.29%▲ 0.46%▲ 1.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Innodata
6.23%
▲ 213.31%
5
Sell
Feb 10, 2025
Celestica
7.07%
▲ 209.80%
3
Sell
Feb 10, 2025
Couchbase
7.42%
▲ 34.55%
2
Buy
Feb 10, 2025
First Guaranty Bancshares
4.55%
▼ 11.58%
3
Buy
Feb 10, 2025
MasTec
6.46%
▲ 21.20%
2
Buy
Feb 10, 2025
Allegiant Travel Company
3.24%
▼ 37.28%
2
Buy
Feb 10, 2025
Pinnacle Financial Partners
5.37%
▼ 4.19%
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%
▼ 33.25%
3
Buy
Feb 08, 2025
Potbelly
4.95%
▼ 0.76%
2
Buy
Feb 08, 2025
Credo Technology Group Holding Ltd
6.52%
▲ 39.02%
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
4.44%
▲ 154.64%
3
Sell
Jan 29, 2025
Chewy
5.59%
▲ 41.85%
4
Sell
Jan 29, 2025
Amphenol
▲ 2.46%
3
Close
Jan 29, 2025
Skyward Specialty Insurance Group, Inc.
5.73%
▲ 26.02%
2
Buy
Jan 29, 2025