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New Portfolio - New Portfolio

David

New Portfolio
Individual Investor
Ranked #483,297 out of 819,158 TipRanks' Investors
Success Rate
50%
5 out of 10
profitable transactions
Average Return
4.67%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.62%
6-Month Return-
12-Month Return-
YTD Return▲ 5.01%
Total Return▲ 5.01%

Best Trade

Opened at
Closed at-
Gain▲ 17.57%

Bio

Performance

27.92%0-27.92%
▼ 12.86%
▼ 1.27%
Feb 2025
▼ 1.80%
▼ 5.57%
Mar 2025
▲ 1.84%
▼ 0.87%
Apr 2025
▲ 12.20%
▲ 6.28%
May 2025
▲ 6.24%
▲ 5.14%
Jun 2025
▲ 27.92%
▲ 2.30%
▲ 0.12%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 2.42%
Aug 2025
▲ 9.82%
▲ 3.18%
▲ 2.40%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%
▼ 1.80%▼ 5.57%
▲ 1.84%▼ 0.87%
▲ 12.20%▲ 6.28%
▲ 6.24%▲ 5.14%
▲ 27.92%▲ 2.30%▲ 0.12%
▲ 4.87%▲ 2.05%▲ 2.42%
▲ 9.82%▲ 3.18%▲ 2.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Hartford Financial
0%
▲ 6.88%
1
Open
Aug 01, 2025
Bitcoin
54.77%
▼ 1.41%
3
Buy
Jul 31, 2025
Ethereum
45.22%
▲ 16.43%
2
Buy
Jul 30, 2025
Apple
0%
▲ 17.57%
1
Open
Jul 30, 2025
Meta Platforms
0%
▲ 11.96%
1
Open
Jul 30, 2025
Thomson Reuters
0%
▼ 18.37%
1
Open
Jul 30, 2025
Nvidia
0%
▼ 0.04%
1
Open
Jul 28, 2025