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Alex Steven edward Davis - Brokerage Account - ****4811 - New Portfolio

Alexander Davis

Alex Steven edward Davis - Brokerage Account - ****4811
Individual Investor
Ranked #292,388 out of 827,859 TipRanks' Investors
Success Rate
64%
40 out of 63
profitable transactions
Average Return
7.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.14%
6-Month Return▲ 1.25%
12-Month Return-
YTD Return▼ 0.58%
Total Return▼ 0.58%

Best Trade

Opened at
Closed at-
Gain▲ 208.35%

Bio

Cardinal Investment Fund

Performance

21.84%0-21.84%
▲ 0.80%
▼ 0.87%
Apr 2025
▲ 11.64%
▲ 6.28%
▲ 3.59%
May 2025
▲ 9.25%
▲ 5.14%
▼ 21.84%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 5.70%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 7.33%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 10.98%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.61%
Oct 2025
▼ 1.52%
▼ 0.09%
▼ 6.77%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%
▲ 11.64%▲ 6.28%▲ 3.59%
▲ 9.25%▲ 5.14%▼ 21.84%
▲ 7.60%▲ 2.30%▲ 5.70%
▲ 2.76%▲ 2.05%▲ 7.33%
▲ 12.88%▲ 3.56%▲ 10.98%
▲ 10.96%▲ 2.38%▲ 4.61%
▼ 1.52%▼ 0.09%▼ 6.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Red Cat Holdings
2.45%
▲ 5.15%
2
Buy
Jul 26, 2025
Amprius Technologies Inc
6.2%
▲ 133.49%
2
Buy
Jul 26, 2025
Tarsus Pharmaceuticals
▼ 3.11%
3
Close
Jul 25, 2025
Biohaven Ltd.
▼ 30.50%
4
Close
Jul 25, 2025
Kratos Defense
3.62%
▲ 69.02%
4
Buy
Jul 23, 2025
Texas Instruments
1.26%
▼ 25.92%
1
Buy
Jul 22, 2025
Sarepta Therapeutics
2.48%
▼ 38.36%
10
Sell
Jul 19, 2025
Baxter International
1.16%
▼ 34.72%
1
Buy
Jul 19, 2025
Campbell Soup
1.81%
▲ 1.52%
1
Buy
Jul 19, 2025
Eversource Energy
2%
▲ 12.60%
1
Buy
Jul 19, 2025
US Bancorp
1.87%
▲ 5.01%
1
Buy
Jul 19, 2025
LyondellBasell
1.25%
▼ 30.21%
1
Buy
Jul 19, 2025
Allot
2.37%
▲ 11.19%
2
Buy
Jul 18, 2025
UnitedHealth
3.17%
▲ 9.98%
4
Buy
Jul 18, 2025
Global X Defense Tech ETF
2.57%
▲ 12.35%
2
Sell
Jul 18, 2025
Nvidia
1.99%
▲ 11.44%
1
Buy
Jul 18, 2025
VanEck Gold Miners ETF
3.48%
▲ 49.87%
1
Buy
Jul 18, 2025
Meta Platforms
1.9%
▼ 5.53%
3
Buy
Jul 17, 2025
ASML Holding
3.09%
▲ 18.54%
2
Buy
Jul 17, 2025
Akero Therapeutics
▲ 19.92%
2
Close
Jul 15, 2025