tiprankstipranks

Investing - New Portfolio

David Douthwaite

Investing
Individual Investor
Ranked #254,224 out of 781,066 TipRanks' Investors
Success Rate
56%
148 out of 262
profitable transactions
Average Return
7.33%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.79%
6-Month Return▲ 7.48%
12-Month Return▲ 26.25%
YTD Return▲ 1.68%
Total Return▲ 64.57%

Best Trade

Opened at
Closed at-
Gain▲ 133.79%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 3.93%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 0.85%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.15%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.47%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.64%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.64%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 1.45%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 1.68%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 3.93%
▲ 8.13%▲ 1.21%▲ 0.85%
▼ 13.14%▲ 2.34%▲ 2.15%
▲ 2.93%▲ 2.10%▲ 1.47%
▲ 10.00%▼ 0.89%▼ 0.64%
▲ 26.04%▲ 5.96%▲ 5.64%
▲ 5.93%▼ 2.41%▼ 1.45%
▲ 9.79%▲ 0.95%▲ 1.68%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Invesco S&P 500 High Dividend Low Volatility ETF
0.13%
▲ 5.81%
7
Buy
Oct 25, 2024
Invesco S&P 500 Low Volatility ETF
0.18%
▲ 11.57%
7
Buy
Oct 25, 2024
YieldMax AMZN Option Income Strategy ETF
1.43%
▼ 11.13%
11
Buy
Oct 25, 2024
Defiance Nasdaq 100 Enhanced Options Income ETF
1.43%
▼ 31.92%
16
Buy
Oct 25, 2024
Oracle
0.17%
▼ 5.72%
2
Buy
Oct 24, 2024
Salesforce
1.02%
▲ 24.17%
5
Buy
Oct 08, 2024
Merck & Company
0.78%
▼ 17.32%
7
Buy
Oct 07, 2024
Eli Lilly & Co
1.09%
▼ 14.66%
7
Buy
Oct 04, 2024
Exxon Mobil
1.23%
▼ 3.66%
8
Buy
Oct 04, 2024
Tesla
2.64%
▲ 109.21%
6
Buy
Oct 04, 2024
JPMorgan Chase & Co.
1.62%
▲ 26.56%
6
Buy
Oct 04, 2024
Broadcom
1.99%
▲ 64.94%
7
Buy
Oct 04, 2024
Visa
1.5%
▲ 17.79%
6
Buy
Oct 04, 2024
Berkshire Hathaway B
1.39%
▲ 9.42%
6
Buy
Oct 04, 2024
Alphabet Class C
1.31%
▲ 5.13%
7
Buy
Oct 04, 2024
UnitedHealth
1.22%
▼ 13.57%
7
Buy
Oct 04, 2024
Microsoft
1.33%
▲ 3.81%
7
Buy
Oct 04, 2024
Nvidia
1.69%
▲ 35.00%
7
Buy
Oct 04, 2024
Meta Platforms
1.6%
▲ 26.27%
6
Buy
Oct 04, 2024
Apple
1.45%
▲ 18.42%
7
Buy
Oct 04, 2024