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New Portfolio - New Portfolio

Dave wally

New Portfolio
Individual Investor
Ranked #419,274 out of 858,971 TipRanks' Investors
Success Rate
47%
61 out of 130
profitable transactions
Average Return
14.69%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.14%
6-Month Return▲ 8.72%
12-Month Return▲ 79.28%
YTD Return▼ 5.60%
Total Return▼ 0.42%

Best Trade

Opened at
Closed at-
Gain▲ 217.01%

Bio

Performance

22.48%0-22.48%
▲ 12.88%
▲ 3.56%
▲ 22.48%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.10%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 4.38%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 2.79%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 0.66%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 3.10%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 6.65%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 3.68%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 22.48%
▲ 10.96%▲ 2.38%▲ 2.10%
▼ 3.68%▲ 0.19%▲ 4.38%
▼ 0.10%▲ 0.08%▲ 2.79%
▲ 4.06%▲ 1.47%▲ 0.66%
▼ 1.12%▼ 0.86%▼ 3.10%
▲ 0.60%▼ 4.94%▼ 6.65%
▲ 7.53%▲ 5.50%▲ 3.68%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
VF
0%
▲ 25.92%
1
Open
Apr 01, 2024
Warner Bros
10.4%
▲ 75.41%
12
Buy
Mar 27, 2024
Alibaba
15.11%
▼ 0.39%
21
Sell
Mar 01, 2024
JD
▼ 5.62%
4
Close
Mar 01, 2024
Cooper-Standard Holdings
10.93%
▲ 134.66%
2
Buy
Mar 01, 2024
PayPal Holdings
5.46%
▼ 21.74%
2
Buy
Mar 01, 2024
Comstock Resources
13.3%
▲ 102.93%
1
Open
Mar 01, 2024
Howard Hughes Holdings
5.24%
▼ 11.84%
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
15.25%
▲ 4.45%
16
Buy
Oct 18, 2023
Bank of America
10.94%
▲ 60.88%
10
Buy
Oct 18, 2023
Brookfield Corporation
13.37%
▲ 110.28%
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