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STOCKS OWNED - New Portfolio

Dac

STOCKS OWNED
Individual Investor
Ranked #206,684 out of 803,420 TipRanks' Investors
Success Rate
62%
23 out of 37
profitable transactions
Average Return
19.94%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 21.30%
6-Month Return▲ 11.53%
12-Month Return-
YTD Return▲ 23.43%
Total Return▲ 43.09%

Best Trade

Opened at
Closed at-
Gain▲ 457.23%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 19.63%
Nov 2024
▲ 5.43%
▼ 2.41%
▼ 10.84%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 7.30%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.51%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.79%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 3.91%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 19.36%
May 2025
▲ 5.90%
▲ 2.03%
▲ 8.76%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 19.63%
▲ 5.43%▼ 2.41%▼ 10.84%
▲ 5.99%▲ 2.69%▲ 7.30%
▼ 12.86%▼ 1.27%▼ 6.51%
▼ 1.80%▼ 5.57%▼ 8.79%
▲ 1.76%▼ 0.87%▲ 3.91%
▲ 12.21%▲ 6.28%▲ 19.36%
▲ 5.90%▲ 2.03%▲ 8.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NuScale Power
14%
▲ 32.45%
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
1.27%
▲ 3.05%
1
Open
Feb 10, 2025
Taylor Wimpey
▼ 0.71%
2
Close
Feb 07, 2025
Taylor Wimpey
9.64%
▲ 8.75%
2
Buy
Jan 31, 2025
Monolithic Power
4.53%
▲ 18.67%
2
Buy
Jan 28, 2025
Wise PLC Class A
▲ 27.86%
3
Close
Dec 05, 2024
Novo Nordisk
4.61%
▼ 29.67%
3
Buy
Dec 03, 2024
Boeing
▲ 5.26%
4
Close
Dec 02, 2024
Boeing
5.92%
▲ 20.07%
3
Open
Dec 02, 2024
Trainline
▲ 22.30%
2
Close
Nov 27, 2024
Leonardo Drs
▲ 23.79%
2
Close
Nov 27, 2024
Glencore
4.66%
▼ 24.70%
1
Open
Nov 25, 2024
Rocket Lab USA
8.76%
▲ 457.23%
2
Sell
Nov 18, 2024
PDD Holdings
5.19%
▼ 12.06%
1
Open
Nov 18, 2024
Uranium Energy
3.31%
▼ 15.36%
1
Open
Nov 15, 2024
Materion
▲ 1.73%
2
Close
Nov 14, 2024