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Growth Ideas - New Portfolio

PerformancePortfolio Details

David M. Biggs

Growth Ideas
Individual Investor
Ranked #211,770 out of 757,311 TipRanks' Investors
Success Rate
59%
29 out of 49
profitable transactions
Average Return
9.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.82%
6-Month Return▲ 3.39%
12-Month Return▲ 20.22%
YTD Return▲ 2.21%
Total Return▲ 30.13%

Best Trade

AssetPure Storage (PSTG)
Opened at
Closed at-
Gain▲ 121.78%

Bio

David is the founding principal of Evergreen Wealth Management.

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 4.29%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.88%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.89%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.76%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.03%
Jun 2024
▲ 25.76%
▲ 1.21%
▼ 1.22%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 0.94%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 0.16%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 4.29%
▲ 5.05%▲ 3.27%▲ 0.88%
▼ 12.40%▼ 4.03%▼ 4.89%
▲ 11.46%▲ 5.06%▲ 7.76%
▼ 2.25%▲ 3.53%▲ 2.03%
▲ 25.76%▲ 1.21%▼ 1.22%
▼ 4.21%▲ 2.34%▼ 0.94%
▲ 2.65%▼ 0.40%▲ 0.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PSTG
Pure Storage
4.16%
▲ 59.86%
4
Buy
Aug 29, 2024
CRWD
CrowdStrike Holdings
5.15%
▲ 86.00%
2
Sell
Aug 29, 2024
DELL
Dell Technologies
6.02%
▲ 1.99%
2
Buy
Aug 29, 2024
COIN
Coinbase Global
―
▼ 27.27%
2
Sell
Aug 29, 2024
HIMS
Hims & Hers Health
5.81%
▼ 6.81%
2
Buy
Aug 29, 2024
CHWY
Chewy
7.22%
▲ 6.85%
2
Buy
Aug 29, 2024
PYPL
PayPal Holdings
5.04%
▲ 0.72%
2
Buy
Aug 29, 2024
INOD
Innodata Isogen
3.66%
▼ 20.02%
1
Open
Aug 29, 2024
ML
MoneyLion
―
▼ 36.34%
2
Close
Aug 26, 2024
RMD
Resmed
―
▲ 1.74%
2
Close
Jun 26, 2024
NOMD
Nomad Foods
―
▼ 3.69%
2
Close
Jun 26, 2024
AEO
American Eagle
―
▼ 16.03%
2
Close
Jun 06, 2024
THC
Tenet Healthcare
5.44%
▲ 19.59%
1
Open
Jun 06, 2024
COR
Cencora
―
▼ 0.20%
2
Close
May 23, 2024
FHI
Federated Hermes
―
▼ 6.26%
2
Close
May 23, 2024
ECL
Ecolab
4.67%
▲ 7.10%
1
Open
May 23, 2024
TROW
T Rowe Price
4.62%
▼ 5.40%
1
Open
May 23, 2024
AVY
Avery Dennison
―
▲ 29.38%
3
Close
Apr 30, 2024
DTC
Solo Brands Inc Class A
―
▼ 49.11%
4
Close
Apr 30, 2024
NTES
NetEase
―
▼ 0.49%
3
Close
Apr 30, 2024