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Main Portfolio - New Portfolio

Dave Severing

Main Portfolio
Individual Investor
Ranked #19,296 out of 803,890 TipRanks' Investors
Success Rate
72%
156 out of 217
profitable transactions
Average Return
50.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.29%
6-Month Return▲ 29.15%
12-Month Return▲ 60.89%
YTD Return▲ 28.52%
Total Return▲ 84.27%

Best Trade

Opened at
Closed at-
Gain▲ 827.89%

Bio

Dividend based portofolio with some growth stocks.

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 15.97%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 0.38%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 4.77%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.89%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 1.16%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 5.44%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 8.00%
May 2025
▲ 5.75%
▲ 2.25%
▲ 2.50%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 15.97%
▲ 5.10%▼ 2.41%▼ 0.38%
▲ 6.03%▲ 2.69%▲ 4.77%
▼ 12.86%▼ 1.27%▲ 3.89%
▼ 1.80%▼ 5.57%▲ 1.16%
▲ 1.83%▼ 0.87%▲ 5.44%
▲ 12.21%▲ 6.28%▲ 8.00%
▲ 5.75%▲ 2.25%▲ 2.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Meta Platforms
▲ 13.13%
6
Close
May 27, 2025
Palantir Technologies
47.33%
▲ 329.33%
26
Sell
May 27, 2025
Nvidia
▲ 15.01%
17
Close
May 27, 2025
Altria Group
4.45%
▲ 41.16%
8
Buy
May 23, 2025
Strategy
▼ 0.77%
4
Close
May 08, 2025
Alphabet Class A
1.23%
▲ 32.04%
9
Buy
Apr 11, 2025
Amazon
1.08%
▲ 30.75%
7
Buy
Mar 31, 2025
Saratoga Investment
3.08%
▲ 14.87%
6
Buy
Mar 04, 2025
SoFi Technologies
0.5%
▼ 11.47%
1
Open
Feb 18, 2025
Broadcom
▲ 18.90%
4
Close
Feb 04, 2025
National Retail Properties
2.13%
▲ 5.08%
5
Buy
Jan 14, 2025
Oaktree Specialty Lending
1.57%
▼ 14.31%
6
Buy
Dec 13, 2024
Petroleo Brasileiro SA- Petrobras
1.5%
▲ 22.39%
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
1.44%
▲ 3.91%
3
Buy
Oct 08, 2024
CrowdStrike Holdings
▲ 8.97%
3
Close
Oct 08, 2024
Microsoft
▲ 50.42%
2
Close
Aug 28, 2024
Realty Income
2.57%
▲ 14.60%
5
Buy
Aug 21, 2024
VICI Properties
3.2%
▲ 14.11%
7
Buy
Aug 21, 2024