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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 #265,136 out of 858,971 TipRanks' Investors
Success Rate
60%
38 out of 63
profitable transactions
Average Return
16.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.17%
6-Month Return▲ 2.99%
12-Month Return-
YTD Return▲ 10.73%
Total Return▲ 12.15%

Best Trade

Opened at
Closed at-
Gain▲ 338.90%

Bio

Cardinal Investment Fund

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 10.98%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.60%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 5.48%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.49%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 10.27%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 6.56%
Feb 2026
▲ 0.60%
▼ 4.94%
▲ 0.87%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 6.54%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 10.98%
▲ 10.96%▲ 2.38%▲ 4.60%
▼ 3.68%▲ 0.19%▼ 5.48%
▼ 0.10%▲ 0.08%▲ 0.49%
▲ 4.06%▲ 1.47%▲ 10.27%
▼ 1.12%▼ 0.86%▼ 6.56%
▲ 0.60%▼ 4.94%▲ 0.87%
▲ 7.53%▲ 5.50%▲ 6.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Red Cat Holdings
3.42%
▲ 56.46%
2
Buy
Jul 26, 2025
Amprius Technologies Inc
8.28%
▲ 232.34%
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
3.26%
▲ 62.31%
4
Buy
Jul 23, 2025
Texas Instruments
1.6%
▲ 0.51%
1
Buy
Jul 22, 2025
Sarepta Therapeutics
2.82%
▼ 25.30%
10
Sell
Jul 19, 2025
Baxter International
1.05%
▼ 36.93%
1
Buy
Jul 19, 2025
Campbell Soup
1.09%
▼ 35.10%
1
Buy
Jul 19, 2025
Eversource Energy
1.75%
▲ 5.46%
1
Buy
Jul 19, 2025
US Bancorp
2.09%
▲ 24.61%
1
Buy
Jul 19, 2025
LyondellBasell
2.01%
▲ 20.26%
1
Buy
Jul 19, 2025
Allot
1.69%
▼ 15.39%
2
Buy
Jul 18, 2025
UnitedHealth
2.84%
▲ 5.12%
4
Buy
Jul 18, 2025
Global X Defense Tech ETF
2.71%
▲ 26.09%
2
Sell
Jul 18, 2025
Nvidia
1.83%
▲ 9.22%
1
Buy
Jul 18, 2025
VanEck Gold Miners ETF
4.21%
▲ 92.99%
1
Buy
Jul 18, 2025
Meta Platforms
1.8%
▼ 4.40%
3
Buy
Jul 17, 2025
ASML Holding
4.26%
▲ 73.93%
2
Buy
Jul 17, 2025
Akero Therapeutics
▲ 19.92%
2
Close
Jul 15, 2025