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Growth Ideas - New Portfolio

PerformancePortfolio Details

David M. Biggs

Growth Ideas
Individual Investor
Ranked #197,164 out of 788,370 TipRanks' Investors
Success Rate
55%
44 out of 80
profitable transactions
Average Return
19.32%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.67%
6-Month Return▲ 39.45%
12-Month Return▲ 46.07%
YTD Return▲ 6.65%
Total Return▲ 80.71%

Best Trade

AssetInnodata (INOD)
Opened at
Closed at-
Gain▲ 300.45%

Bio

David is the founding principal of Evergreen Wealth Management.

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▼ 1.22%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 0.93%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.42%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 3.32%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 20.08%
Nov 2024
▲ 5.97%
▼ 2.41%
▲ 0.67%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 9.30%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 2.43%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▼ 1.22%
▼ 13.14%▲ 2.34%▼ 0.93%
▲ 2.93%▲ 2.10%▲ 4.42%
▲ 9.99%▼ 0.89%▲ 3.32%
▲ 26.03%▲ 5.96%▲ 20.08%
▲ 5.97%▼ 2.41%▲ 0.67%
▲ 5.25%▲ 2.69%▲ 9.30%
▼ 9.08%▲ 1.42%▼ 2.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
INOD
Innodata
8.05%
▲ 280.41%
5
Sell
Feb 10, 2025
CLS
Celestica
5.76%
▲ 139.89%
3
Sell
Feb 10, 2025
BASE
Couchbase
5.79%
▼ 1.41%
2
Buy
Feb 10, 2025
FGBI
First Guaranty Bancshares
4.72%
▼ 14.16%
3
Buy
Feb 10, 2025
MTZ
MasTec
5.17%
▼ 10.84%
2
Buy
Feb 10, 2025
ALGT
Allegiant Travel Company
5.16%
▼ 7.59%
2
Buy
Feb 10, 2025
PNFP
Pinnacle Financial Partners
5.52%
▼ 6.64%
2
Buy
Feb 10, 2025
PGR
Progressive
―
▲ 22.31%
2
Close
Feb 08, 2025
PYPL
PayPal Holdings
―
▲ 7.78%
3
Close
Feb 08, 2025
DBX
Dropbox
―
▲ 8.74%
2
Close
Feb 08, 2025
AAL
American Airlines
5.49%
▼ 12.28%
3
Buy
Feb 08, 2025
PBPB
Potbelly
5.02%
▼ 5.38%
2
Buy
Feb 08, 2025
CRDO
Credo Technology Group Holding Ltd
4.96%
▲ 0.11%
2
Buy
Feb 08, 2025
OLLI
Ollie's Bargain Outlet Holding
―
▲ 56.99%
2
Close
Jan 29, 2025
LNTH
Lantheus
―
▲ 48.67%
3
Close
Jan 29, 2025
NTAP
NetApp
―
▲ 16.60%
2
Close
Jan 29, 2025
SFM
Sprouts Farmers
4.26%
▲ 122.27%
3
Sell
Jan 29, 2025
CHWY
Chewy
5.22%
▲ 21.45%
4
Sell
Jan 29, 2025
APH
Amphenol
―
▲ 2.46%
3
Close
Jan 29, 2025
SKWD
Skyward Specialty Insurance Group, Inc.
5.42%
▲ 11.61%
2
Buy
Jan 29, 2025