New Portfolio - New Portfolio

Dave wally

New Portfolio
Individual Investor
Ranked #417,984 out of 767,017 TipRanks' Investors
Success Rate
45%
59 out of 130
profitable transactions
Average Return
2.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.07%
6-Month Return▲ 23.04%
12-Month Return▲ 34.86%
YTD Return▲ 23.44%
Total Return▼ 37.03%

Best Trade

Opened at
Closed at
Gain▲ 109.22%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.15%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.16%
May 2024
▼ 2.25%
▲ 3.53%
▼ 5.20%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 12.45%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.85%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 6.75%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 2.31%
Oct 2024
▲ 9.99%
▲ 4.97%
▲ 9.70%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.15%
▲ 11.46%▲ 5.06%▲ 6.16%
▼ 2.25%▲ 3.53%▼ 5.20%
▲ 25.72%▲ 1.21%▲ 12.45%
▼ 4.22%▲ 2.34%▲ 1.85%
▲ 7.82%▲ 2.10%▲ 6.75%
▲ 6.02%▼ 0.89%▼ 2.31%
▲ 9.99%▲ 4.97%▲ 9.70%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
VF
0%
▲ 34.06%
1
Open
Apr 01, 2024
Warner Bros
4.54%
▼ 15.75%
12
Buy
Mar 27, 2024
Alibaba
13.36%
▼ 10.44%
21
Sell
Mar 01, 2024
JD
▼ 5.62%
4
Close
Mar 01, 2024
Cooper-Standard Holdings
7.45%
▲ 29.70%
2
Buy
Mar 01, 2024
PayPal Holdings
12.34%
▲ 41.56%
2
Buy
Mar 01, 2024
Comstock Resources
13%
▲ 64.29%
1
Open
Mar 01, 2024
Howard Hughes Holdings
8.23%
▲ 13.05%
1
Open
Mar 01, 2024
Daily Journal
▲ 3.19%
12
Close
Feb 03, 2024
Canadian Pacific Kansas City
▲ 10.87%
4
Close
Feb 03, 2024
Occidental Petroleum
▼ 11.42%
3
Close
Feb 03, 2024
Vornado Realty
▲ 86.85%
4
Close
Feb 03, 2024
VICI Properties
▲ 4.46%
2
Close
Feb 03, 2024
Nio
▼ 22.62%
14
Close
Oct 18, 2023
Tencent Holdings
15.04%
▲ 0.72%
16
Buy
Oct 18, 2023
Bank of America
11.57%
▲ 41.15%
10
Buy
Oct 18, 2023
Brookfield Corporation
14.46%
▲ 84.12%
3
Buy
Oct 18, 2023
Delek US Holdings
▲ 2.61%
2
Close
Oct 18, 2023
Garrett Motion
▼ 6.50%
2
Close
Oct 18, 2023
Kering SA
▼ 4.17%
2
Close
Oct 18, 2023