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Growth Ideas - New Portfolio

David M. Biggs

Growth Ideas
Individual Investor
Ranked #170,055 out of 811,573 TipRanks' Investors
Success Rate
60%
48 out of 80
profitable transactions
Average Return
20.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.68%
6-Month Return▲ 1.90%
12-Month Return▲ 60.16%
YTD Return▲ 15.80%
Total Return▲ 96.31%

Best Trade

Opened at
Closed at-
Gain▲ 305.25%

Bio

David is the founding principal of Evergreen Wealth Management.

Performance

27.86%0-27.86%
▲ 6.03%
▲ 2.69%
▲ 10.50%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.87%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 16.05%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 6.47%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 14.51%
May 2025
▲ 6.24%
▲ 5.14%
▲ 10.75%
Jun 2025
▲ 27.86%
▲ 2.30%
▼ 0.17%
Jul 2025
▲ 0.94%
▼ 0.14%
▼ 2.66%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 10.50%
▼ 12.86%▼ 1.27%▼ 4.87%
▼ 1.80%▼ 5.57%▼ 16.05%
▲ 1.84%▼ 0.87%▲ 6.47%
▲ 12.20%▲ 6.28%▲ 14.51%
▲ 6.24%▲ 5.14%▲ 10.75%
▲ 27.86%▲ 2.30%▼ 0.17%
▲ 0.94%▼ 0.14%▼ 2.66%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Innodata
5.52%
▲ 175.52%
5
Sell
Feb 10, 2025
Celestica
9.2%
▲ 305.25%
3
Sell
Feb 10, 2025
Couchbase
7.42%
▲ 33.72%
2
Buy
Feb 10, 2025
First Guaranty Bancshares
4.15%
▼ 20.12%
3
Buy
Feb 10, 2025
MasTec
6.88%
▲ 25.40%
2
Buy
Feb 10, 2025
Allegiant Travel Company
2.9%
▼ 45.00%
2
Buy
Feb 10, 2025
Pinnacle Financial Partners
3.99%
▼ 28.19%
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
3.84%
▼ 35.09%
3
Buy
Feb 08, 2025
Potbelly
4.53%
▼ 9.77%
2
Buy
Feb 08, 2025
Credo Technology Group Holding Ltd
8.06%
▲ 71.95%
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
4.32%
▲ 138.54%
3
Sell
Jan 29, 2025
Chewy
5.04%
▲ 23.90%
4
Sell
Jan 29, 2025
Amphenol
▲ 2.46%
3
Close
Jan 29, 2025
Skyward Specialty Insurance Group, Inc.
5.23%
▲ 13.72%
2
Buy
Jan 29, 2025