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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 #306,309 out of 833,364 TipRanks' Investors
Success Rate
62%
39 out of 63
profitable transactions
Average Return
8.46%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 11.11%
6-Month Return▲ 25.27%
12-Month Return-
YTD Return▲ 3.33%
Total Return▲ 3.33%

Best Trade

Opened at
Closed at-
Gain▲ 116.47%

Bio

Cardinal Investment Fund

Performance

21.84%0-21.84%
▲ 11.63%
▲ 6.28%
▲ 3.59%
May 2025
▲ 9.25%
▲ 5.14%
▼ 21.84%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 5.70%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 7.32%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 10.98%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.61%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 5.45%
Nov 2025
▼ 0.06%
▲ 0.51%
▲ 2.47%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 3.59%
▲ 9.25%▲ 5.14%▼ 21.84%
▲ 7.60%▲ 2.30%▲ 5.70%
▲ 2.76%▲ 2.05%▲ 7.32%
▲ 12.88%▲ 3.56%▲ 10.98%
▲ 10.96%▲ 2.38%▲ 4.61%
▼ 3.57%▲ 0.19%▼ 5.45%
▼ 0.06%▲ 0.51%▲ 2.47%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Red Cat Holdings
2.61%
▲ 11.83%
2
Buy
Jul 26, 2025
Amprius Technologies Inc
4.35%
▲ 63.91%
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
3.85%
▲ 79.92%
4
Buy
Jul 23, 2025
Texas Instruments
1.41%
▼ 17.07%
1
Buy
Jul 22, 2025
Sarepta Therapeutics
2.93%
▼ 27.22%
10
Sell
Jul 19, 2025
Baxter International
1.21%
▼ 32.11%
1
Buy
Jul 19, 2025
Campbell Soup
1.64%
▼ 8.14%
1
Buy
Jul 19, 2025
Eversource Energy
1.8%
▲ 1.41%
1
Buy
Jul 19, 2025
US Bancorp
2.16%
▲ 21.00%
1
Buy
Jul 19, 2025
LyondellBasell
1.24%
▼ 30.56%
1
Buy
Jul 19, 2025
Allot
2.45%
▲ 14.96%
2
Buy
Jul 18, 2025
UnitedHealth
3.15%
▲ 9.21%
4
Buy
Jul 18, 2025
Global X Defense Tech ETF
2.56%
▲ 11.98%
2
Sell
Jul 18, 2025
Nvidia
1.89%
▲ 5.98%
1
Buy
Jul 18, 2025
VanEck Gold Miners ETF
4.09%
▲ 76.18%
1
Buy
Jul 18, 2025
Meta Platforms
2%
▼ 0.34%
3
Buy
Jul 17, 2025
ASML Holding
3.2%
▲ 22.54%
2
Buy
Jul 17, 2025
Akero Therapeutics
▲ 19.92%
2
Close
Jul 15, 2025