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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 #421,746 out of 816,893 TipRanks' Investors
Success Rate
56%
35 out of 63
profitable transactions
Average Return
0.61%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.29%
6-Month Return-
12-Month Return-
YTD Return▼ 8.79%
Total Return▼ 8.79%

Best Trade

Opened at
Closed at-
Gain▲ 110.87%

Bio

Cardinal Investment Fund

Performance

27.87%0-27.87%
▼ 12.86%
▼ 1.27%
Feb 2025
▼ 1.80%
▼ 5.57%
Mar 2025
▲ 1.84%
▼ 0.87%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 3.59%
May 2025
▲ 6.24%
▲ 5.14%
▼ 21.84%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 5.70%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 7.33%
Aug 2025
▲ 1.13%
▲ 0.63%
▼ 0.70%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%
▼ 1.80%▼ 5.57%
▲ 1.84%▼ 0.87%
▲ 12.20%▲ 6.28%▲ 3.59%
▲ 6.24%▲ 5.14%▼ 21.84%
▲ 27.87%▲ 2.30%▲ 5.70%
▲ 4.87%▲ 2.05%▲ 7.33%
▲ 1.13%▲ 0.63%▼ 0.70%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Red Cat Holdings
2.54%
▲ 3.34%
2
Buy
Jul 26, 2025
Amprius Technologies Inc
3.6%
▲ 28.49%
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
3.23%
▲ 43.02%
4
Buy
Jul 23, 2025
Texas Instruments
1.56%
▼ 12.84%
1
Buy
Jul 22, 2025
Sarepta Therapeutics
2.72%
▼ 35.86%
10
Sell
Jul 19, 2025
Baxter International
1.64%
▼ 12.65%
1
Buy
Jul 19, 2025
Campbell Soup
2.06%
▲ 9.50%
1
Buy
Jul 19, 2025
Eversource Energy
1.82%
▼ 2.45%
1
Buy
Jul 19, 2025
US Bancorp
2.02%
▲ 7.61%
1
Buy
Jul 19, 2025
LyondellBasell
1.65%
▼ 12.28%
1
Buy
Jul 19, 2025
Allot
2.32%
▲ 3.26%
2
Buy
Jul 18, 2025
UnitedHealth
3.22%
▲ 5.93%
4
Buy
Jul 18, 2025
Global X Defense Tech ETF
2.54%
▲ 5.11%
2
Sell
Jul 18, 2025
Nvidia
1.81%
▼ 3.64%
1
Buy
Jul 18, 2025
VanEck Gold Miners ETF
3.18%
▲ 29.61%
1
Buy
Jul 18, 2025
Meta Platforms
2.4%
▲ 13.36%
3
Buy
Jul 17, 2025
ASML Holding
2.49%
▼ 9.37%
2
Buy
Jul 17, 2025
Akero Therapeutics
▲ 19.92%
2
Close
Jul 15, 2025