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doug needham 7/1/23 - New Portfolio

doug needham

doug needham 7/1/23
Individual Investor
Ranked #39,722 out of 800,730 TipRanks' Investors
Success Rate
75%
43 out of 57
profitable transactions
Average Return
35.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.06%
6-Month Return▲ 3.78%
12-Month Return▲ 37.02%
YTD Return▲ 5.23%
Total Return▲ 124.02%

Best Trade

Opened at
Closed at-
Gain▲ 770.39%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 9.14%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 15.54%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 3.29%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 3.76%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 9.67%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.54%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 1.00%
Apr 2025
▲ 10.94%
▲ 4.43%
▲ 11.77%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 9.14%
▲ 25.97%▲ 5.96%▲ 15.54%
▲ 5.42%▼ 2.41%▼ 3.29%
▲ 6.01%▲ 2.69%▲ 3.76%
▼ 12.86%▼ 1.27%▼ 9.67%
▼ 1.80%▼ 5.57%▼ 0.54%
▲ 1.76%▼ 0.87%▲ 1.00%
▲ 10.94%▲ 4.43%▲ 11.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bitcoin
0%
▲ 74.80%
7
Sell
May 21, 2025
Microsoft
22.53%
▲ 20.93%
5
Sell
May 20, 2025
Tesla
0.38%
▲ 32.98%
6
Sell
May 20, 2025
Range Nuclear Renaissance Index ETF
61.13%
▲ 21.99%
5
Buy
May 20, 2025
Ethereum
0%
▲ 50.22%
3
Sell
Apr 30, 2025
Chevron
0.01%
▼ 2.24%
5
Sell
Apr 29, 2025
Meta Platforms
4.18%
▲ 35.68%
5
Buy
Apr 21, 2025
Apple
0%
▲ 6.34%
3
Sell
Mar 31, 2025
Conocophillips
4.74%
▼ 20.02%
2
Buy
Mar 31, 2025
TotalEnergies
0%
▲ 6.91%
2
Sell
Mar 31, 2025
Exxon Mobil
0%
▲ 3.94%
3
Sell
Mar 31, 2025
Amazon
1.23%
▲ 11.57%
3
Buy
Feb 23, 2025
Nvidia
0.07%
▲ 65.43%
2
Buy
Nov 24, 2024
China Nuclear Energy Technology Corporation Limited
0.02%
▼ 16.87%
1
Open
Oct 02, 2024
Alphabet Class A
0.09%
▲ 9.68%
2
Buy
Jun 11, 2024
VanEck Uranium + Nuclear Energy ETF
0.05%
▲ 26.03%
2
Buy
Jun 11, 2024
BP
▲ 8.66%
2
Close
May 15, 2024
Nano Nuclear Energy Inc.
0%
▲ 770.39%
1
Open
May 15, 2024
VanEck Uranium and Nuclear Technologies UCITS ETF Accum A USD
0%
▲ 23.40%
1
Open
May 15, 2024
VanEck Uranium + Nuclear Energy ETF
0%
▲ 9.15%
1
Open
May 15, 2024