tiprankstipranks

Main Portfolio - New Portfolio

Dave Severing

Main Portfolio
Individual Investor
Ranked #36,191 out of 789,725 TipRanks' Investors
Success Rate
69%
142 out of 205
profitable transactions
Average Return
30.93%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.21%
6-Month Return▲ 30.84%
12-Month Return▲ 46.87%
YTD Return▲ 8.81%
Total Return▲ 55.90%

Best Trade

Opened at
Closed at-
Gain▲ 457.22%

Bio

Dividend based portofolio with some growth stocks.

Performance

26.01%0-26.01%
▲ 8.13%
▲ 1.21%
▲ 1.58%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.95%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.53%
Sep 2024
▲ 10.01%
▼ 0.89%
▼ 0.46%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 15.97%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 0.48%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.72%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.90%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 1.58%
▼ 13.14%▲ 2.34%▲ 2.95%
▲ 2.93%▲ 2.10%▲ 2.53%
▲ 10.01%▼ 0.89%▼ 0.46%
▲ 26.01%▲ 5.96%▲ 15.97%
▲ 5.96%▼ 2.41%▼ 0.48%
▲ 5.25%▲ 2.69%▲ 4.72%
▼ 12.86%▼ 1.27%▲ 3.90%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Palantir Technologies
41.17%
▲ 164.68%
24
Buy
Feb 25, 2025
SoFi Technologies
0.57%
▼ 14.02%
1
Open
Feb 18, 2025
Broadcom
▲ 18.90%
4
Close
Feb 04, 2025
Nvidia
0.58%
▲ 12.67%
14
Open
Jan 28, 2025
Strategy
0.59%
▼ 20.81%
3
Open
Jan 17, 2025
National Retail Properties
2.51%
▲ 4.69%
5
Buy
Jan 14, 2025
Oaktree Specialty Lending
2.15%
▼ 4.91%
6
Buy
Dec 13, 2024
Petroleo Brasileiro SA- Petrobras
1.83%
▲ 22.38%
12
Buy
Dec 12, 2024
Saratoga Investment
3.56%
▲ 13.83%
5
Buy
Nov 27, 2024
Amazon
▲ 41.80%
5
Close
Nov 11, 2024
ASML Holding
▼ 27.41%
3
Close
Nov 11, 2024
SuRo Capital
▼ 67.95%
4
Close
Oct 08, 2024
Meta Platforms
▲ 15.12%
4
Close
Oct 08, 2024
Altria Group
4.15%
▲ 41.14%
6
Buy
Oct 08, 2024
Alphabet Class A
▲ 48.70%
6
Close
Oct 08, 2024
Blue Owl Capital
1.79%
▲ 8.07%
3
Buy
Oct 08, 2024
CrowdStrike Holdings
▲ 8.97%
3
Close
Oct 08, 2024
Microsoft
▲ 50.42%
2
Close
Aug 28, 2024
Realty Income
2.98%
▲ 12.18%
5
Buy
Aug 21, 2024
VICI Properties
3.77%
▲ 13.81%
7
Buy
Aug 21, 2024