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New Portfolio - New Portfolio
David Morgan HOUSTON MISSISSIPPI
New PortfolioIndividual Investor
Ranked #323,883 out of 794,582 TipRanks' Investors
Success Rate
38 out of 84
profitable transactions
profitable transactions
Average Return
0.24%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 18.43%
6-Month Return▲ 0.65%
12-Month Return-
YTD Return▼ 15.30%
Total Return▲ 10.79%
Best Trade
Bio
Performance
26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 6.58%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 7.45%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 14.83%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 3.06%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 2.84%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.05%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.71%
Mar 2025
▼ 11.32%
▼ 9.67%
▼ 9.90%
Apr 2025
▲ 2.93%▲ 2.10%▲ 6.58%
▲ 10.00%▼ 0.89%▲ 7.45%
▲ 26.01%▲ 5.96%▲ 14.83%
▲ 5.33%▼ 2.41%▼ 3.06%
▲ 5.87%▲ 2.69%▲ 2.84%
▼ 12.86%▼ 1.27%▼ 6.05%
▼ 1.80%▼ 5.57%▼ 2.71%
▼ 11.32%▼ 9.67%▼ 9.90%
Recent Activity
Amazon
0%
▲ 4.66%
12
Open
Apr 05, 2025
Meta Platforms
0%
▼ 0.99%
11
Open
Apr 05, 2025
Microsoft
0%
▲ 0.63%
13
Open
Apr 05, 2025
Super Micro Computer
0.11%
▼ 15.02%
1
Open
Apr 02, 2025
Alphabet Class C
0%
▼ 3.27%
4
Open
Apr 01, 2025
Bitcoin
―
▲ 6.30%
13
Close
Apr 01, 2025
Ethereum
―
▲ 8.54%
9
Close
Apr 01, 2025
Apple
―
▲ 2.58%
9
Close
Mar 31, 2025
SPDR S&P 500 ETF Trust
―
▲ 0.49%
7
Close
Mar 31, 2025
Invesco QQQ Trust
―
▼ 0.31%
8
Close
Mar 31, 2025
Alphabet Class A
―
▼ 4.69%
10
Close
Mar 31, 2025
Nvidia
―
▼ 9.67%
8
Close
Mar 31, 2025
Alibaba
―
▲ 8.92%
9
Close
Mar 31, 2025
Pacer Global Cash Cows Dividend ETF
0%
▼ 7.14%
1
Open
Mar 31, 2025
Walmart
0.03%
▼ 0.28%
4
Buy
Mar 13, 2025
Guidewire
―
▲ 0.28%
2
Close
Mar 07, 2025
Caterpillar
73.58%
▼ 29.11%
1
Open
Jan 22, 2025
Xerox
―
0.00%
2
Close
Jan 19, 2025
Citigroup
0.23%
▼ 3.93%
3
Open
Jan 16, 2025
Tycoon Group Holdings Limited
0.01%
▼ 0.29%
1
Open
Jan 11, 2025