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Main Portfolio - New Portfolio

Dave Severing

Main Portfolio
Individual Investor
Ranked #49,632 out of 794,749 TipRanks' Investors
Success Rate
60%
129 out of 215
profitable transactions
Average Return
22.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 8.15%
6-Month Return▲ 10.61%
12-Month Return▲ 29.43%
YTD Return▼ 0.82%
Total Return▲ 42.21%

Best Trade

Opened at
Closed at-
Gain▲ 410.76%

Bio

Dividend based portofolio with some growth stocks.

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 2.53%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.47%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 15.97%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 0.38%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 4.68%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.89%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 1.16%
Mar 2025
▼ 17.13%
▼ 9.83%
▼ 9.85%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 2.53%
▲ 10.00%▼ 0.89%▼ 0.47%
▲ 26.01%▲ 5.96%▲ 15.97%
▲ 5.33%▼ 2.41%▼ 0.38%
▲ 5.87%▲ 2.69%▲ 4.68%
▼ 12.86%▼ 1.27%▲ 3.89%
▼ 1.80%▼ 5.57%▲ 1.16%
▼ 17.13%▼ 9.83%▼ 9.85%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Meta Platforms
1.25%
▲ 2.34%
5
Open
Mar 31, 2025
Amazon
1.06%
▲ 23.91%
7
Buy
Mar 31, 2025
Alphabet Class A
0.89%
▲ 29.11%
8
Buy
Mar 31, 2025
Nvidia
1.19%
▲ 5.36%
16
Buy
Mar 31, 2025
Altria Group
4.73%
▲ 36.79%
7
Buy
Mar 21, 2025
Palantir Technologies
39.8%
▲ 136.33%
25
Buy
Mar 21, 2025
Saratoga Investment
3.46%
▲ 2.55%
6
Buy
Mar 04, 2025
SoFi Technologies
0.41%
▼ 41.41%
1
Open
Feb 18, 2025
Broadcom
▲ 18.90%
4
Close
Feb 04, 2025
Strategy
0.65%
▼ 19.21%
3
Open
Jan 17, 2025
National Retail Properties
2.38%
▼ 5.08%
5
Buy
Jan 14, 2025
Oaktree Specialty Lending
1.85%
▼ 19.43%
6
Buy
Dec 13, 2024
Petroleo Brasileiro SA- Petrobras
1.72%
▲ 18.04%
12
Buy
Dec 12, 2024
ASML Holding
▼ 27.41%
3
Close
Nov 11, 2024
SuRo Capital
▼ 67.95%
4
Close
Oct 08, 2024
Blue Owl Capital
1.56%
▼ 8.06%
3
Buy
Oct 08, 2024
CrowdStrike Holdings
▲ 8.97%
3
Close
Oct 08, 2024
Microsoft
▲ 50.42%
2
Close
Aug 28, 2024
Realty Income
2.89%
▲ 7.50%
5
Buy
Aug 21, 2024
VICI Properties
3.61%
▲ 5.66%
7
Buy
Aug 21, 2024