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Growth Ideas - New Portfolio

David M. Biggs

Growth Ideas
Individual Investor
Ranked #102,502 out of 781,066 TipRanks' Investors
Success Rate
68%
42 out of 62
profitable transactions
Average Return
21.46%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.64%
6-Month Return▲ 33.28%
12-Month Return▲ 47.52%
YTD Return▲ 4.71%
Total Return▲ 77.48%

Best Trade

Opened at
Closed at
Gain▲ 191.31%

Bio

David is the founding principal of Evergreen Wealth Management.

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 2.03%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 1.22%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 0.93%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.42%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 3.32%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 20.08%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 0.70%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 4.71%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 2.03%
▲ 8.13%▲ 1.21%▼ 1.22%
▼ 13.14%▲ 2.34%▼ 0.93%
▲ 2.93%▲ 2.10%▲ 4.42%
▲ 10.00%▼ 0.89%▲ 3.32%
▲ 26.04%▲ 5.96%▲ 20.08%
▲ 5.93%▼ 2.41%▲ 0.70%
▲ 11.17%▲ 1.96%▲ 4.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Amphenol
0%
▲ 2.52%
2
Sell
Jan 14, 2025
American Airlines
4.41%
▲ 0.33%
1
Open
Jan 14, 2025
Pure Storage
▲ 109.98%
6
Close
Jan 10, 2025
Tenet Healthcare
▼ 13.22%
3
Close
Jan 10, 2025
Vital Farms
▲ 16.12%
3
Close
Jan 10, 2025
Phibro Animal Health
▼ 20.66%
2
Close
Jan 10, 2025
Dropbox
4.29%
▲ 4.01%
1
Open
Jan 10, 2025
Innodata
5.87%
▲ 126.00%
3
Sell
Nov 13, 2024
Brinker International
5.05%
▲ 21.47%
1
Open
Nov 13, 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
Skyward Specialty Insurance Group, Inc.
4.37%
▲ 2.75%
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
5.64%
▲ 29.82%
1
Open
Sep 23, 2024
Marvell
7.28%
▲ 73.97%
1
Open
Sep 23, 2024
Lantheus
4.27%
▲ 46.96%
2
Sell
Sep 19, 2024
Sprouts Farmers
8.13%
▲ 115.96%
2
Sell
Sep 19, 2024
Coinbase Global
▼ 24.76%
3
Close
Sep 19, 2024