tiprankstipranks

Investing - New Portfolio

David Douthwaite

Investing
Individual Investor
Ranked #291,144 out of 792,946 TipRanks' Investors
Success Rate
56%
146 out of 262
profitable transactions
Average Return
1.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.89%
6-Month Return▲ 1.51%
12-Month Return▲ 10.92%
YTD Return▼ 1.95%
Total Return▲ 58.54%

Best Trade

Opened at
Closed at-
Gain▲ 81.28%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.15%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.47%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.64%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.64%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 1.56%
Dec 2024
▲ 5.83%
▲ 2.69%
▲ 3.29%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.45%
Feb 2025
▲ 2.95%
▼ 4.80%
▼ 3.68%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 2.15%
▲ 2.93%▲ 2.10%▲ 1.47%
▲ 10.00%▼ 0.89%▼ 0.64%
▲ 26.01%▲ 5.96%▲ 5.64%
▲ 5.39%▼ 2.41%▼ 1.56%
▲ 5.83%▲ 2.69%▲ 3.29%
▼ 12.86%▼ 1.27%▼ 1.45%
▲ 2.95%▼ 4.80%▼ 3.68%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Invesco S&P 500 High Dividend Low Volatility ETF
0.14%
▲ 7.82%
7
Buy
Oct 25, 2024
Invesco S&P 500 Low Volatility ETF
0.19%
▲ 14.75%
7
Buy
Oct 25, 2024
YieldMax AMZN Option Income Strategy ETF
1.29%
▼ 22.94%
11
Buy
Oct 25, 2024
Defiance Nasdaq 100 Enhanced Options Income ETF
1.34%
▼ 37.94%
16
Buy
Oct 25, 2024
Oracle
0.17%
▼ 10.88%
2
Buy
Oct 24, 2024
Salesforce
0.92%
▲ 7.36%
5
Buy
Oct 08, 2024
Merck & Company
0.78%
▼ 21.38%
7
Buy
Oct 07, 2024
Eli Lilly & Co
1.31%
▼ 1.51%
7
Buy
Oct 04, 2024
Exxon Mobil
1.32%
▼ 0.93%
8
Buy
Oct 04, 2024
Tesla
1.61%
▲ 22.00%
6
Buy
Oct 04, 2024
JPMorgan Chase
1.57%
▲ 18.00%
6
Buy
Oct 04, 2024
Broadcom
1.67%
▲ 33.14%
7
Buy
Oct 04, 2024
Visa
1.64%
▲ 23.70%
6
Buy
Oct 04, 2024
Berkshire Hathaway B
1.61%
▲ 22.04%
6
Buy
Oct 04, 2024
Alphabet Class C
1.15%
▼ 11.53%
7
Buy
Oct 04, 2024
UnitedHealth
1.29%
▼ 12.37%
7
Buy
Oct 04, 2024
Microsoft
1.26%
▼ 5.33%
7
Buy
Oct 04, 2024
Nvidia
1.51%
▲ 15.38%
7
Buy
Oct 04, 2024
Meta Platforms
1.62%
▲ 22.87%
6
Buy
Oct 04, 2024
Apple
1.43%
▲ 12.39%
7
Buy
Oct 04, 2024