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Growth Ideas - New Portfolio

David M. Biggs

Growth Ideas
Individual Investor
Ranked #154,439 out of 833,192 TipRanks' Investors
Success Rate
63%
50 out of 80
profitable transactions
Average Return
27.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.78%
6-Month Return▲ 16.50%
12-Month Return▲ 27.93%
YTD Return▲ 31.87%
Total Return▲ 122.87%

Best Trade

Opened at
Closed at-
Gain▲ 487.99%

Bio

David is the founding principal of Evergreen Wealth Management.

Performance

14.51%0-14.51%
▲ 11.63%
▲ 6.28%
▲ 14.51%
May 2025
▲ 9.25%
▲ 5.14%
▲ 10.75%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.17%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.15%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 6.88%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.08%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 0.93%
Nov 2025
▼ 0.06%
▼ 0.12%
▲ 0.96%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 14.51%
▲ 9.25%▲ 5.14%▲ 10.75%
▲ 7.60%▲ 2.30%▼ 0.17%
▲ 2.76%▲ 2.05%▲ 2.15%
▲ 12.88%▲ 3.56%▲ 6.88%
▲ 10.96%▲ 2.38%▲ 0.08%
▼ 3.57%▲ 0.19%▲ 0.93%
▼ 0.06%▼ 0.12%▲ 0.96%

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
6.7%
▲ 225.66%
5
Sell
Feb 10, 2025
Celestica
13.73%
▲ 487.99%
3
Sell
Feb 10, 2025
First Guaranty Bancshares
2.65%
▼ 50.28%
3
Buy
Feb 10, 2025
MasTec
8.67%
▲ 53.76%
2
Buy
Feb 10, 2025
Allegiant Travel Company
5.23%
▼ 3.63%
2
Buy
Feb 10, 2025
Pinnacle Financial Partners
4.73%
▼ 17.08%
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
5.53%
▼ 9.11%
3
Buy
Feb 08, 2025
Credo Technology Group Holding Ltd
10.85%
▲ 125.07%
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
2.36%
▲ 26.60%
3
Sell
Jan 29, 2025
Chewy
4.69%
▲ 12.25%
4
Sell
Jan 29, 2025
Amphenol
▲ 2.46%
3
Close
Jan 29, 2025
Skyward Specialty Insurance Group, Inc.
5.54%
▲ 17.30%
2
Buy
Jan 29, 2025