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STOCKS OWNED - New Portfolio

Dac

STOCKS OWNED
Individual Investor
Ranked #232,410 out of 806,636 TipRanks' Investors
Success Rate
60%
22 out of 37
profitable transactions
Average Return
23.93%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.99%
6-Month Return▲ 15.92%
12-Month Return▲ 44.06%
YTD Return▲ 22.11%
Total Return▲ 41.57%

Best Trade

Opened at
Closed at-
Gain▲ 626.27%

Bio

Performance

19.36%0-19.36%
▲ 5.10%
▼ 2.41%
▼ 10.84%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 7.30%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.51%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.79%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 3.91%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 19.36%
May 2025
▲ 6.24%
▲ 5.14%
▲ 8.24%
Jun 2025
▲ 0.02%
▲ 1.21%
▼ 0.58%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 10.84%
▲ 6.03%▲ 2.69%▲ 7.30%
▼ 12.86%▼ 1.27%▼ 6.51%
▼ 1.80%▼ 5.57%▼ 8.79%
▲ 1.83%▼ 0.87%▲ 3.91%
▲ 12.20%▲ 6.28%▲ 19.36%
▲ 6.24%▲ 5.14%▲ 8.24%
▲ 0.02%▲ 1.21%▼ 0.58%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Rocket Lab USA
0%
▲ 626.27%
3
Sell
Jun 26, 2025
NuScale Power
11.74%
▲ 18.52%
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
1.36%
▲ 13.59%
1
Open
Feb 10, 2025
Taylor Wimpey
▼ 0.71%
2
Close
Feb 07, 2025
Taylor Wimpey
8.75%
▲ 0.32%
2
Buy
Jan 31, 2025
Monolithic Power
4.64%
▲ 25.16%
2
Buy
Jan 28, 2025
Wise PLC Class A
▲ 27.86%
3
Close
Dec 05, 2024
Novo Nordisk
3.93%
▼ 38.21%
3
Buy
Dec 03, 2024
Boeing
▲ 5.26%
4
Close
Dec 02, 2024
Boeing
5.81%
▲ 20.69%
3
Open
Dec 02, 2024
Trainline
▲ 22.30%
2
Close
Nov 27, 2024
Leonardo Drs
▲ 23.79%
2
Close
Nov 27, 2024
Glencore
4.81%
▼ 21.09%
1
Open
Nov 25, 2024
PDD Holdings
5.07%
▼ 11.70%
1
Open
Nov 18, 2024
Uranium Energy
3.39%
▼ 10.78%
1
Open
Nov 15, 2024
Materion
▲ 1.73%
2
Close
Nov 14, 2024