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Growth Ideas - New Portfolio

David M. Biggs

Growth Ideas
Individual Investor
Ranked #110,646 out of 769,291 TipRanks' Investors
Success Rate
67%
40 out of 60
profitable transactions
Average Return
21.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 18.44%
6-Month Return▲ 29.55%
12-Month Return▲ 47.01%
YTD Return▲ 32.26%
Total Return▲ 68.39%

Best Trade

Opened at
Closed at-
Gain▲ 199.03%

Bio

David is the founding principal of Evergreen Wealth Management.

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 4.89%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.76%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.03%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 1.22%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.93%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.42%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 3.34%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 20.10%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.89%
▲ 11.46%▲ 5.06%▲ 7.76%
▼ 2.25%▲ 3.53%▲ 2.03%
▲ 25.72%▲ 1.21%▼ 1.22%
▼ 4.22%▲ 2.34%▼ 0.93%
▲ 7.82%▲ 2.10%▲ 4.42%
▲ 5.70%▼ 0.89%▲ 3.34%
▲ 37.60%▲ 4.40%▲ 20.10%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Tenet Healthcare
4.69%
▲ 0.31%
2
Buy
Nov 13, 2024
Innodata Isogen
7.49%
▲ 184.06%
3
Sell
Nov 13, 2024
Vital Farms
0%
▼ 10.21%
2
Sell
Nov 13, 2024
Brinker International
4.61%
▲ 4.26%
1
Open
Nov 13, 2024
Phibro Animal Health
0.1%
▼ 5.98%
1
Open
Nov 13, 2024
Pure Storage
0%
▲ 67.25%
5
Sell
Nov 01, 2024
Ecolab
▲ 5.39%
2
Close
Nov 01, 2024
T Rowe Price
▼ 1.96%
2
Close
Nov 01, 2024
Hims & Hers Health
▲ 18.83%
4
Close
Nov 01, 2024
Amphenol
4.85%
▲ 7.93%
1
Open
Nov 01, 2024
Skyward Specialty Insurance Group, Inc.
5.46%
▲ 19.27%
1
Open
Nov 01, 2024
Booz Allen
▲ 72.13%
5
Close
Oct 03, 2024
Dell Technologies
▲ 1.71%
4
Close
Oct 03, 2024
Affirm Holdings
6.79%
▲ 47.17%
1
Open
Sep 23, 2024
Marvell
5.66%
▲ 29.53%
1
Open
Sep 23, 2024
Lantheus
4.43%
▲ 40.30%
2
Sell
Sep 19, 2024
Sprouts Farmers
9.01%
▲ 126.26%
2
Sell
Sep 19, 2024
Coinbase Global
▼ 24.76%
3
Close
Sep 19, 2024
Chewy
7.12%
▲ 24.04%
3
Sell
Sep 19, 2024
Celestica
7.28%
▲ 83.95%
1
Open
Sep 19, 2024