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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 #206,143 out of 848,151 TipRanks' Investors
Success Rate
65%
41 out of 63
profitable transactions
Average Return
21.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 12.11%
6-Month Return▲ 30.24%
12-Month Return-
YTD Return▲ 13.24%
Total Return▲ 14.71%

Best Trade

Opened at
Closed at-
Gain▲ 185.27%

Bio

Cardinal Investment Fund

Performance

21.84%0-21.84%
▲ 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
▼ 3.58%
▲ 0.19%
▼ 5.45%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.47%
Dec 2025
▲ 3.08%
▲ 1.94%
▲ 13.24%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▼ 3.58%▲ 0.19%▼ 5.45%
▼ 0.10%▲ 0.08%▲ 0.47%
▲ 3.08%▲ 1.94%▲ 13.24%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Red Cat Holdings
3.18%
▲ 44.81%
2
Buy
Jul 26, 2025
Amprius Technologies Inc
4.22%
▲ 80.90%
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
4.68%
▲ 160.10%
4
Buy
Jul 23, 2025
Texas Instruments
1.41%
▼ 12.31%
1
Buy
Jul 22, 2025
Sarepta Therapeutics
3.04%
▼ 27.52%
10
Sell
Jul 19, 2025
Baxter International
1.25%
▼ 27.92%
1
Buy
Jul 19, 2025
Campbell Soup
1.45%
▼ 15.09%
1
Buy
Jul 19, 2025
Eversource Energy
1.75%
▲ 5.57%
1
Buy
Jul 19, 2025
US Bancorp
2.08%
▲ 19.94%
1
Buy
Jul 19, 2025
LyondellBasell
1.29%
▼ 23.24%
1
Buy
Jul 19, 2025
Allot
2.69%
▲ 35.32%
2
Buy
Jul 18, 2025
UnitedHealth
3.2%
▲ 14.36%
4
Buy
Jul 18, 2025
Global X Defense Tech ETF
2.69%
▲ 29.19%
2
Sell
Jul 18, 2025
Nvidia
1.81%
▲ 6.70%
1
Buy
Jul 18, 2025
VanEck Gold Miners ETF
3.96%
▲ 87.01%
1
Buy
Jul 18, 2025
Meta Platforms
1.86%
▼ 3.28%
3
Buy
Jul 17, 2025
ASML Holding
3.44%
▲ 48.54%
2
Buy
Jul 17, 2025
Akero Therapeutics
▲ 19.92%
2
Close
Jul 15, 2025