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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 #447,468 out of 813,535 TipRanks' Investors
Success Rate
51%
32 out of 63
profitable transactions
Average Return
2.65%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.09%
6-Month Return-
12-Month Return-
YTD Return▼ 7.56%
Total Return▼ 7.56%

Best Trade

Opened at
Closed at-
Gain▲ 156.12%

Bio

Cardinal Investment Fund

Performance

27.89%0-27.89%
▲ 6.03%
▲ 2.69%
Jan 2025
▼ 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
▲ 27.89%
▲ 2.30%
▲ 5.70%
Jul 2025
▲ 7.50%
▲ 2.04%
▲ 8.02%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%
▼ 12.86%▼ 1.27%
▼ 1.80%▼ 5.57%
▲ 1.84%▼ 0.87%
▲ 12.20%▲ 6.28%▲ 3.59%
▲ 6.24%▲ 5.14%▼ 21.84%
▲ 27.89%▲ 2.30%▲ 5.70%
▲ 7.50%▲ 2.04%▲ 8.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Red Cat Holdings
2.77%
▲ 13.64%
2
Buy
Jul 26, 2025
Amprius Technologies Inc
3.73%
▲ 34.46%
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
3.41%
▲ 52.54%
4
Buy
Jul 23, 2025
Texas Instruments
1.59%
▼ 10.16%
1
Buy
Jul 22, 2025
Sarepta Therapeutics
2.93%
▼ 30.40%
10
Sell
Jul 19, 2025
Baxter International
1.62%
▼ 12.54%
1
Buy
Jul 19, 2025
Campbell Soup
1.95%
▲ 4.25%
1
Buy
Jul 19, 2025
Eversource Energy
1.87%
▲ 0.59%
1
Buy
Jul 19, 2025
US Bancorp
1.93%
▲ 3.27%
1
Buy
Jul 19, 2025
LyondellBasell
1.59%
▼ 15.10%
1
Buy
Jul 19, 2025
Allot
1.97%
▼ 11.86%
2
Buy
Jul 18, 2025
UnitedHealth
2.75%
▼ 8.82%
4
Buy
Jul 18, 2025
Global X Defense Tech ETF
2.54%
▲ 6.11%
2
Sell
Jul 18, 2025
Nvidia
1.96%
▲ 5.02%
1
Buy
Jul 18, 2025
VanEck Gold Miners ETF
2.74%
▲ 12.73%
1
Buy
Jul 18, 2025
Meta Platforms
2.48%
▲ 17.83%
3
Buy
Jul 17, 2025
ASML Holding
2.39%
▼ 12.44%
2
Buy
Jul 17, 2025
Akero Therapeutics
▲ 19.92%
2
Close
Jul 15, 2025