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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 #398,031 out of 809,067 TipRanks' Investors
Success Rate
57%
28 out of 49
profitable transactions
Average Return
0.52%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.36%
6-Month Return-
12-Month Return-
YTD Return▼ 13.42%
Total Return▼ 13.42%

Best Trade

Opened at
Closed at-
Gain▲ 111.44%

Bio

Cardinal Investment Fund

Performance

21.84%0-21.84%
▲ 5.10%
▼ 2.41%
Dec 2024
▲ 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
▲ 16.05%
▲ 1.57%
▲ 6.93%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%
▲ 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%
▲ 16.05%▲ 1.57%▲ 6.93%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Sarepta Therapeutics
1.97%
▼ 51.75%
10
Sell
Jul 19, 2025
Biohaven Ltd.
2.44%
▲ 0.21%
3
Buy
Jul 19, 2025
Baxter International
1.79%
0.00%
1
Buy
Jul 19, 2025
Campbell Soup
1.8%
0.00%
1
Buy
Jul 19, 2025
Eversource Energy
1.8%
0.00%
1
Buy
Jul 19, 2025
US Bancorp
1.82%
0.00%
1
Buy
Jul 19, 2025
LyondellBasell
1.82%
0.00%
1
Buy
Jul 19, 2025
Allot
2.12%
▼ 1.95%
2
Buy
Jul 18, 2025
UnitedHealth
2.77%
▼ 6.07%
4
Buy
Jul 18, 2025
Global X Defense Tech ETF
2.43%
▲ 4.75%
2
Sell
Jul 18, 2025
Nvidia
1.8%
0.00%
1
Buy
Jul 18, 2025
VanEck Gold Miners ETF
2.35%
0.00%
1
Buy
Jul 18, 2025
Meta Platforms
2.16%
▲ 6.11%
3
Buy
Jul 17, 2025
ASML Holding
2.25%
▼ 14.84%
2
Buy
Jul 17, 2025
Akero Therapeutics
▲ 19.92%
2
Close
Jul 15, 2025
Union Pacific
▲ 4.31%
3
Close
Jul 15, 2025
Amgen
▲ 6.77%
2
Close
Jul 15, 2025
Block
▲ 44.59%
2
Close
Jul 15, 2025
Madrigal Pharmaceuticals
▲ 6.88%
2
Close
Jul 15, 2025
MP Materials
4.26%
▲ 102.21%
2
Buy
Jul 10, 2025