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Main Portfolio - New Portfolio

Dave Severing

Main Portfolio
Individual Investor
Ranked #23,694 out of 799,559 TipRanks' Investors
Success Rate
69%
150 out of 216
profitable transactions
Average Return
45.58%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 15.06%
6-Month Return▲ 26.39%
12-Month Return▲ 56.23%
YTD Return▲ 23.22%
Total Return▲ 76.68%

Best Trade

Opened at
Closed at-
Gain▲ 740.68%

Bio

Dividend based portofolio with some growth stocks.

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 0.47%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 15.97%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 0.38%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 4.77%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.89%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 1.16%
Mar 2025
▲ 1.73%
▼ 0.87%
▲ 5.49%
Apr 2025
▲ 14.56%
▲ 6.48%
▲ 6.08%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 0.47%
▲ 25.97%▲ 5.96%▲ 15.97%
▲ 5.41%▼ 2.41%▼ 0.38%
▲ 6.02%▲ 2.69%▲ 4.77%
▼ 12.86%▼ 1.27%▲ 3.89%
▼ 1.80%▼ 5.57%▲ 1.16%
▲ 1.73%▼ 0.87%▲ 5.49%
▲ 14.56%▲ 6.48%▲ 6.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Strategy
▼ 0.77%
4
Close
May 08, 2025
Alphabet Class A
1.06%
▲ 28.58%
9
Buy
Apr 11, 2025
Meta Platforms
1.18%
▲ 13.26%
5
Open
Mar 31, 2025
Amazon
0.94%
▲ 28.92%
7
Buy
Mar 31, 2025
Nvidia
1.24%
▲ 14.84%
16
Buy
Mar 31, 2025
Altria Group
3.74%
▲ 42.69%
7
Buy
Mar 21, 2025
Palantir Technologies
49.59%
▲ 288.98%
25
Buy
Mar 21, 2025
Saratoga Investment
2.86%
▲ 14.41%
6
Buy
Mar 04, 2025
SoFi Technologies
0.42%
▼ 19.37%
1
Open
Feb 18, 2025
Broadcom
▲ 18.90%
4
Close
Feb 04, 2025
National Retail Properties
1.95%
▲ 3.75%
5
Buy
Jan 14, 2025
Oaktree Specialty Lending
1.5%
▼ 14.02%
6
Buy
Dec 13, 2024
Petroleo Brasileiro SA- Petrobras
1.31%
▲ 19.07%
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
1.34%
▲ 4.63%
3
Buy
Oct 08, 2024
CrowdStrike Holdings
▲ 8.97%
3
Close
Oct 08, 2024
Microsoft
▲ 50.42%
2
Close
Aug 28, 2024
Realty Income
2.29%
▲ 11.00%
5
Buy
Aug 21, 2024
VICI Properties
2.91%
▲ 12.30%
7
Buy
Aug 21, 2024