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New Portfolio - New Portfolio

Lisa Davidson

New Portfolio
Individual Investor
Ranked #47,378 out of 809,728 TipRanks' Investors
Success Rate
57%
70 out of 123
profitable transactions
Average Return
65.67%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.06%
6-Month Return▲ 4.16%
12-Month Return▲ 30.76%
YTD Return▲ 10.12%
Total Return▲ 285.00%

Best Trade

Opened at
Closed at
Gain▲ 1325.34%

Bio

Beginner in investing

Performance

21.30%0-21.30%
▲ 5.10%
▼ 2.41%
▼ 0.68%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 8.51%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.18%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.53%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 0.09%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.28%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.15%
Jun 2025
▲ 21.30%
▲ 1.78%
▲ 5.72%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 0.68%
▲ 6.03%▲ 2.69%▲ 8.51%
▼ 12.86%▼ 1.27%▼ 7.18%
▼ 1.80%▼ 5.57%▼ 7.53%
▲ 1.84%▼ 0.87%▲ 0.09%
▲ 12.20%▲ 6.28%▲ 7.28%
▲ 6.24%▲ 5.14%▲ 4.15%
▲ 21.30%▲ 1.78%▲ 5.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Spirit Airlines
▼ 97.02%
4
Close
Mar 12, 2025
KLA
6.04%
▲ 34.28%
1
Open
Nov 01, 2024
0%
▲ 26.13%
1
Open
Nov 01, 2024
Nio
0%
▼ 90.50%
3
Sell
Oct 28, 2024
Nikola
0%
▼ 99.99%
2
Sell
Oct 28, 2024
Pioneer Natural
▲ 253.05%
4
Close
May 02, 2024
Exxon Mobil
3.42%
▼ 2.58%
1
Open
May 02, 2024
Netflix
▲ 130.35%
4
Close
Feb 29, 2024
Tesla
▲ 199.61%
3
Close
Feb 29, 2024
Boston Beer
▼ 50.33%
2
Close
Feb 29, 2024
Salesforce
0.18%
▼ 1.58%
2
Buy
Feb 29, 2024
Strategy
2.89%
▲ 316.88%
1
Open
Feb 29, 2024
C3ai
0.19%
▼ 22.94%
1
Open
Feb 29, 2024
Amazon
1.54%
▲ 72.41%
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