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New Portfolio - New Portfolio

Lisa Davidson

New Portfolio
Individual Investor
Ranked #57,854 out of 833,817 TipRanks' Investors
Success Rate
57%
70 out of 123
profitable transactions
Average Return
71.56%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.02%
6-Month Return▲ 53.94%
12-Month Return▲ 51.74%
YTD Return▲ 58.17%
Total Return▲ 453.01%

Best Trade

Opened at
Closed at
Gain▲ 1325.34%

Bio

Beginner in investing

Performance

18.37%0-18.37%
▲ 11.63%
▲ 6.28%
▲ 7.28%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.13%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 4.70%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 12.26%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 18.37%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.07%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 2.86%
Nov 2025
▲ 1.45%
▲ 1.32%
▲ 2.98%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 7.28%
▲ 9.25%▲ 5.14%▲ 4.13%
▲ 7.60%▲ 2.30%▲ 4.70%
▲ 2.76%▲ 2.05%▲ 12.26%
▲ 12.88%▲ 3.56%▲ 18.37%
▲ 10.96%▲ 2.38%▲ 3.07%
▼ 3.57%▲ 0.19%▲ 2.86%
▲ 1.45%▲ 1.32%▲ 2.98%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Exxon Mobil
▼ 1.69%
2
Close
Aug 20, 2025
Spirit Airlines
▼ 97.02%
4
Close
Mar 12, 2025
KLA
8.18%
▲ 92.61%
1
Open
Nov 01, 2024
0%
▲ 74.76%
1
Open
Nov 01, 2024
Nio
0%
▼ 90.69%
3
Sell
Oct 28, 2024
Nikola
0%
▼ 100.00%
2
Sell
Oct 28, 2024
Pioneer Natural
▲ 253.05%
4
Close
May 02, 2024
Netflix
▲ 130.35%
4
Close
Feb 29, 2024
Tesla
▲ 199.61%
3
Close
Feb 29, 2024
Boston Beer
▼ 51.60%
2
Close
Feb 29, 2024
Salesforce
0.17%
▼ 0.62%
2
Buy
Feb 29, 2024
Strategy
1.02%
▲ 55.17%
1
Open
Feb 29, 2024
C3ai
0.09%
▼ 62.02%
1
Open
Feb 29, 2024
Amazon
1.49%
▲ 74.01%
5
Buy
Apr 28, 2022
Avis Budget
▲ 1,325.34%
2
Close
Apr 19, 2022
Alphabet Class A
▲ 42.50%
5
Close
Jan 31, 2022
Lockheed Martin
▲ 10.70%
2
Close
Jan 31, 2022
Roku
▼ 59.31%
2
Close
Jan 31, 2022
American Express
▲ 50.12%
2
Close
Jan 31, 2022
Plug Power
▼ 50.66%
2
Close
May 03, 2021