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Growth Ideas - New Portfolio

David M. Biggs

Growth Ideas
Individual Investor
Ranked #170,203 out of 802,720 TipRanks' Investors
Success Rate
57%
46 out of 80
profitable transactions
Average Return
19.74%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 15.90%
6-Month Return▲ 10.31%
12-Month Return▲ 46.73%
YTD Return▲ 14.49%
Total Return▲ 94.10%

Best Trade

Opened at
Closed at-
Gain▲ 231.37%

Bio

David is the founding principal of Evergreen Wealth Management.

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 20.10%
Nov 2024
▲ 5.43%
▼ 2.41%
▲ 0.71%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 10.50%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.87%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 16.05%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 6.88%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 14.49%
May 2025
▲ 1.60%
▲ 1.65%
▲ 6.02%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 20.10%
▲ 5.43%▼ 2.41%▲ 0.71%
▲ 5.99%▲ 2.69%▲ 10.50%
▼ 12.86%▼ 1.27%▼ 4.87%
▼ 1.80%▼ 5.57%▼ 16.05%
▲ 1.76%▼ 0.87%▲ 6.88%
▲ 12.21%▲ 6.28%▲ 14.49%
▲ 1.60%▲ 1.65%▲ 6.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Innodata
6.6%
▲ 214.78%
5
Sell
Feb 10, 2025
Celestica
5.78%
▲ 142.87%
3
Sell
Feb 10, 2025
Couchbase
6.15%
▲ 5.86%
2
Buy
Feb 10, 2025
First Guaranty Bancshares
4.73%
▼ 13.06%
3
Buy
Feb 10, 2025
MasTec
6.63%
▲ 15.37%
2
Buy
Feb 10, 2025
Allegiant Travel Company
3.64%
▼ 34.07%
2
Buy
Feb 10, 2025
Pinnacle Financial Partners
5.17%
▼ 11.67%
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
4.21%
▼ 32.15%
3
Buy
Feb 08, 2025
Potbelly
4.49%
▼ 14.56%
2
Buy
Feb 08, 2025
Credo Technology Group Holding Ltd
5.37%
▲ 9.38%
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
4.98%
▲ 162.36%
3
Sell
Jan 29, 2025
Chewy
7.1%
▲ 66.71%
4
Sell
Jan 29, 2025
Amphenol
▲ 2.46%
3
Close
Jan 29, 2025
Skyward Specialty Insurance Group, Inc.
6.89%
▲ 43.27%
2
Buy
Jan 29, 2025