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Growth Ideas - New Portfolio

David M. Biggs

Growth Ideas
Individual Investor
Ranked #262,901 out of 793,101 TipRanks' Investors
Success Rate
53%
42 out of 80
profitable transactions
Average Return
12.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 11.81%
6-Month Return▲ 20.35%
12-Month Return▲ 30.55%
YTD Return▼ 3.82%
Total Return▲ 63.06%

Best Trade

Opened at
Closed at-
Gain▲ 198.32%

Bio

David is the founding principal of Evergreen Wealth Management.

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 0.93%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.42%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 3.32%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 20.10%
Nov 2024
▲ 5.34%
▼ 2.41%
▲ 0.71%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 11.70%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.87%
Feb 2025
▲ 7.47%
▼ 3.09%
▼ 9.49%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 0.93%
▲ 2.93%▲ 2.10%▲ 4.42%
▲ 10.00%▼ 0.89%▲ 3.32%
▲ 26.01%▲ 5.96%▲ 20.10%
▲ 5.34%▼ 2.41%▲ 0.71%
▲ 5.88%▲ 2.69%▲ 11.70%
▼ 12.86%▼ 1.27%▼ 4.87%
▲ 7.47%▼ 3.09%▼ 9.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Innodata
6.91%
▲ 183.38%
5
Sell
Feb 10, 2025
Celestica
5.56%
▲ 101.13%
3
Sell
Feb 10, 2025
Couchbase
5.4%
▼ 20.14%
2
Buy
Feb 10, 2025
First Guaranty Bancshares
4.9%
▼ 22.67%
3
Buy
Feb 10, 2025
MasTec
6.2%
▼ 7.20%
2
Buy
Feb 10, 2025
Allegiant Travel Company
4.09%
▼ 36.36%
2
Buy
Feb 10, 2025
Pinnacle Financial Partners
6.11%
▼ 10.23%
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
4.91%
▼ 31.86%
3
Buy
Feb 08, 2025
Potbelly
4.69%
▼ 23.34%
2
Buy
Feb 08, 2025
Credo Technology Group Holding Ltd
4.32%
▼ 24.25%
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%
▲ 125.53%
3
Sell
Jan 29, 2025
Chewy
5.82%
▲ 17.64%
4
Sell
Jan 29, 2025
Amphenol
▲ 2.46%
3
Close
Jan 29, 2025
Skyward Specialty Insurance Group, Inc.
6.75%
▲ 20.62%
2
Buy
Jan 29, 2025