STOCKS OWNED - New Portfolio

Dac

STOCKS OWNED
Individual Investor
Ranked #367,773 out of 794,584 TipRanks' Investors
Success Rate
41%
15 out of 37
profitable transactions
Average Return
-1.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 16.27%
6-Month Return▼ 11.12%
12-Month Return-
YTD Return▼ 18.93%
Total Return▼ 6.97%

Best Trade

Opened at
Closed at-
Gain▲ 233.40%

Bio

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 3.07%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 2.97%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 19.63%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 11.75%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 6.59%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.51%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.79%
Mar 2025
▼ 9.96%
▼ 9.67%
▼ 10.80%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 3.07%
▲ 10.00%▼ 0.89%▲ 2.97%
▲ 26.01%▲ 5.96%▲ 19.63%
▲ 5.33%▼ 2.41%▼ 11.75%
▲ 5.87%▲ 2.69%▲ 6.59%
▼ 12.86%▼ 1.27%▼ 6.51%
▼ 1.80%▼ 5.57%▼ 8.79%
▼ 9.96%▼ 9.67%▼ 10.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NuScale Power
6.21%
▼ 38.20%
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
1.42%
▼ 21.00%
1
Open
Feb 10, 2025
Taylor Wimpey
▼ 0.71%
2
Close
Feb 07, 2025
Taylor Wimpey
11.58%
▼ 8.03%
2
Buy
Jan 31, 2025
Monolithic Power
4.4%
▼ 21.41%
2
Buy
Jan 28, 2025
Wise PLC Class A
▲ 27.86%
3
Close
Dec 05, 2024
Novo Nordisk
5.36%
▼ 44.12%
3
Buy
Dec 03, 2024
Boeing
▲ 5.26%
4
Close
Dec 02, 2024
Boeing
5.53%
▼ 4.90%
3
Open
Dec 02, 2024
Trainline
▲ 22.30%
2
Close
Nov 27, 2024
Leonardo Drs
▲ 23.79%
2
Close
Nov 27, 2024
Glencore
5.42%
▼ 39.23%
1
Open
Nov 25, 2024
Rocket Lab USA
7.67%
▲ 233.40%
2
Sell
Nov 18, 2024
PDD Holdings
7.68%
▼ 11.17%
1
Open
Nov 18, 2024
Uranium Energy
3.25%
▼ 43.13%
1
Open
Nov 15, 2024
Materion
▲ 1.73%
2
Close
Nov 14, 2024