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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 #427,284 out of 830,602 TipRanks' Investors
Success Rate
54%
34 out of 63
profitable transactions
Average Return
4.90%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.39%
6-Month Return▼ 7.64%
12-Month Return-
YTD Return▼ 2.20%
Total Return▼ 2.20%

Best Trade

Opened at
Closed at-
Gain▲ 153.22%

Bio

Cardinal Investment Fund

Performance

21.84%0-21.84%
▲ 11.63%
▲ 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
▼ 3.44%
▲ 0.19%
▼ 5.51%
Nov 2025
▲ 0.26%
▼ 0.46%
▼ 2.95%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 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%
▼ 3.44%▲ 0.19%▼ 5.51%
▲ 0.26%▼ 0.46%▼ 2.95%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Red Cat Holdings
2.01%
▼ 15.46%
2
Buy
Jul 26, 2025
Amprius Technologies Inc
5.19%
▲ 91.74%
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
3.52%
▲ 61.56%
4
Buy
Jul 23, 2025
Texas Instruments
1.35%
▼ 22.01%
1
Buy
Jul 22, 2025
Sarepta Therapeutics
2.77%
▼ 32.39%
10
Sell
Jul 19, 2025
Baxter International
1.23%
▼ 31.75%
1
Buy
Jul 19, 2025
Campbell Soup
1.79%
▼ 1.57%
1
Buy
Jul 19, 2025
Eversource Energy
1.85%
▲ 2.19%
1
Buy
Jul 19, 2025
US Bancorp
1.98%
▲ 8.96%
1
Buy
Jul 19, 2025
LyondellBasell
1.39%
▼ 23.68%
1
Buy
Jul 19, 2025
Allot
2.51%
▲ 15.33%
2
Buy
Jul 18, 2025
UnitedHealth
3.19%
▲ 8.55%
4
Buy
Jul 18, 2025
Global X Defense Tech ETF
2.4%
▲ 2.78%
2
Sell
Jul 18, 2025
Nvidia
1.89%
▲ 3.81%
1
Buy
Jul 18, 2025
VanEck Gold Miners ETF
3.83%
▲ 61.81%
1
Buy
Jul 18, 2025
Meta Platforms
1.98%
▼ 3.45%
3
Buy
Jul 17, 2025
ASML Holding
3.35%
▲ 26.14%
2
Buy
Jul 17, 2025
Akero Therapeutics
▲ 19.92%
2
Close
Jul 15, 2025