Investing - New Portfolio

David Douthwaite

Investing
Individual Investor
Ranked #163,734 out of 766,394 TipRanks' Investors
Success Rate
63%
165 out of 262
profitable transactions
Average Return
7.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.92%
6-Month Return▲ 14.75%
12-Month Return▲ 33.17%
YTD Return▲ 23.73%
Total Return▲ 64.16%

Best Trade

Opened at
Closed at-
Gain▲ 102.13%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 5.02%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.26%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.98%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 0.85%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.16%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.49%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 0.15%
Oct 2024
▲ 22.71%
▲ 5.30%
▲ 5.00%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.02%
▲ 11.46%▲ 5.06%▲ 5.26%
▼ 2.25%▲ 3.53%▲ 3.98%
▲ 25.72%▲ 1.21%▲ 0.85%
▼ 4.22%▲ 2.34%▲ 2.16%
▲ 7.82%▲ 2.10%▲ 1.49%
▲ 6.02%▼ 0.89%▼ 0.15%
▲ 22.71%▲ 5.30%▲ 5.00%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Invesco S&P 500 High Dividend Low Volatility ETF
0.13%
▲ 9.69%
7
Buy
Oct 25, 2024
Invesco S&P 500 Low Volatility ETF
0.19%
▲ 15.61%
7
Buy
Oct 25, 2024
YieldMax AMZN Option Income Strategy ETF
1.57%
▼ 4.41%
11
Buy
Oct 25, 2024
Defiance Nasdaq 100 Enhanced Options Income ETF
1.61%
▼ 24.38%
16
Buy
Oct 25, 2024
Oracle
0.2%
▲ 10.73%
2
Buy
Oct 24, 2024
Salesforce
1.08%
▲ 30.73%
5
Buy
Oct 08, 2024
Merck & Company
0.79%
▼ 14.95%
7
Buy
Oct 07, 2024
Eli Lilly & Co
1.23%
▼ 2.11%
7
Buy
Oct 04, 2024
Exxon Mobil
1.33%
▲ 3.33%
8
Buy
Oct 04, 2024
Tesla
2.05%
▲ 71.68%
6
Buy
Oct 04, 2024
JPMorgan Chase & Co.
1.5%
▲ 16.86%
6
Buy
Oct 04, 2024
Broadcom
1.48%
▲ 24.28%
7
Buy
Oct 04, 2024
Visa
1.47%
▲ 14.58%
6
Buy
Oct 04, 2024
Berkshire Hathaway B
1.39%
▲ 9.28%
6
Buy
Oct 04, 2024
Alphabet Class C
1.22%
▼ 3.16%
7
Buy
Oct 04, 2024
UnitedHealth
1.48%
▲ 6.01%
7
Buy
Oct 04, 2024
Microsoft
1.32%
▲ 1.14%
7
Buy
Oct 04, 2024
Nvidia
1.83%
▲ 42.40%
7
Buy
Oct 04, 2024
Meta Platforms
1.54%
▲ 20.17%
6
Buy
Oct 04, 2024
Apple
1.42%
▲ 15.46%
7
Buy
Oct 04, 2024