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STOCKS OWNED - New Portfolio

Dac

STOCKS OWNED
Individual Investor
Ranked #210,413 out of 814,370 TipRanks' Investors
Success Rate
62%
26 out of 42
profitable transactions
Average Return
24.50%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.28%
6-Month Return▲ 18.81%
12-Month Return▲ 38.79%
YTD Return▲ 23.22%
Total Return▲ 43.38%

Best Trade

Opened at
Closed at-
Gain▲ 733.40%

Bio

Performance

27.89%0-27.89%
▲ 6.03%
▲ 2.69%
▲ 7.30%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.51%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.78%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 3.91%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 19.36%
May 2025
▲ 6.24%
▲ 5.14%
▲ 8.24%
Jun 2025
▲ 27.89%
▲ 2.30%
▲ 1.69%
Jul 2025
▲ 5.65%
▲ 1.78%
▼ 1.36%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 7.30%
▼ 12.86%▼ 1.27%▼ 6.51%
▼ 1.80%▼ 5.57%▼ 8.78%
▲ 1.84%▼ 0.87%▲ 3.91%
▲ 12.20%▲ 6.28%▲ 19.36%
▲ 6.24%▲ 5.14%▲ 8.24%
▲ 27.89%▲ 2.30%▲ 1.69%
▲ 5.65%▲ 1.78%▼ 1.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BWX Technologies
0%
▼ 7.54%
1
Open
Aug 07, 2025
BYD Company
5.04%
▲ 2.34%
1
Open
Aug 05, 2025
Novo Nordisk
▼ 57.93%
4
Close
Jul 31, 2025
Novo Nordisk
7%
▲ 11.33%
1
Open
Jul 31, 2025
Glencore
7.76%
▼ 17.21%
2
Buy
Jul 23, 2025
Hochschild Mining
4.12%
▲ 0.28%
1
Open
Jul 23, 2025
Rocket Lab USA
0%
▲ 733.40%
3
Sell
Jun 26, 2025
NuScale Power
9.99%
▲ 10.65%
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
1.45%
▲ 29.51%
1
Open
Feb 10, 2025
Taylor Wimpey
▼ 0.71%
2
Close
Feb 07, 2025
Taylor Wimpey
7.21%
▼ 10.60%
2
Buy
Jan 31, 2025
Monolithic Power
4.83%
▲ 39.37%
2
Buy
Jan 28, 2025
Wise PLC Class A
▲ 27.86%
3
Close
Dec 05, 2024
Boeing
▲ 5.39%
4
Close
Dec 02, 2024
Boeing
5.66%
▲ 23.62%
3
Open
Dec 02, 2024
Trainline
▲ 22.30%
2
Close
Nov 27, 2024