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STOCKS OWNED - New Portfolio

Dac

STOCKS OWNED
Individual Investor
Ranked #300,409 out of 798,015 TipRanks' Investors
Success Rate
54%
20 out of 37
profitable transactions
Average Return
7.90%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 18.21%
6-Month Return▼ 4.98%
12-Month Return-
YTD Return▼ 1.98%
Total Return▲ 13.64%

Best Trade

Opened at
Closed at-
Gain▲ 357.84%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 2.97%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 19.63%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 10.84%
Dec 2024
▲ 6.00%
▲ 2.69%
▲ 7.30%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.51%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.79%
Mar 2025
▲ 1.74%
▼ 0.87%
▲ 3.91%
Apr 2025
▼ 1.11%
▲ 1.62%
▲ 3.10%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 2.97%
▲ 25.97%▲ 5.96%▲ 19.63%
▲ 5.39%▼ 2.41%▼ 10.84%
▲ 6.00%▲ 2.69%▲ 7.30%
▼ 12.86%▼ 1.27%▼ 6.51%
▼ 1.80%▼ 5.57%▼ 8.79%
▲ 1.74%▼ 0.87%▲ 3.91%
▼ 1.11%▲ 1.62%▲ 3.10%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NuScale Power
7.01%
▼ 27.21%
4
Buy
Feb 10, 2025
Applied Therapeutics
▼ 64.62%
2
Close
Feb 10, 2025
Vistry Group
▲ 2.37%
2
Close
Feb 10, 2025
Persimmon
▼ 0.32%
2
Close
Feb 10, 2025
Apollo Global Management
▼ 0.26%
2
Close
Feb 10, 2025
First Solar
1.17%
▼ 21.94%
1
Open
Feb 10, 2025
Taylor Wimpey
▼ 0.71%
2
Close
Feb 07, 2025
Taylor Wimpey
11.42%
▲ 7.55%
2
Buy
Jan 31, 2025
Monolithic Power
4.81%
▲ 3.29%
2
Buy
Jan 28, 2025
Wise PLC Class A
▲ 27.86%
3
Close
Dec 05, 2024
Novo Nordisk
4.93%
▼ 38.26%
3
Buy
Dec 03, 2024
Boeing
▲ 5.26%
4
Close
Dec 02, 2024
Boeing
6.29%
▲ 11.19%
3
Open
Dec 02, 2024
Trainline
▲ 22.30%
2
Close
Nov 27, 2024
Leonardo Drs
▲ 23.79%
2
Close
Nov 27, 2024
Glencore
4.77%
▼ 35.67%
1
Open
Nov 25, 2024
Rocket Lab USA
8.77%
▲ 357.84%
2
Sell
Nov 18, 2024
PDD Holdings
6.79%
▼ 5.51%
1
Open
Nov 18, 2024
Uranium Energy
3.36%
▼ 29.38%
1
Open
Nov 15, 2024
Materion
▲ 1.73%
2
Close
Nov 14, 2024