tiprankstipranks

New Portfolio - New Portfolio

Lisa Davidson

New Portfolio
Individual Investor
Ranked #38,676 out of 788,174 TipRanks' Investors
Success Rate
57%
70 out of 123
profitable transactions
Average Return
64.78%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.71%
6-Month Return▲ 34.97%
12-Month Return▲ 25.28%
YTD Return▲ 8.58%
Total Return▲ 280.07%

Best Trade

Opened at
Closed at
Gain▲ 1325.34%

Bio

Beginner in investing

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▼ 0.54%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 3.79%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.51%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 2.65%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 15.02%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 0.57%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 7.58%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 0.93%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▼ 0.54%
▼ 13.14%▲ 2.34%▼ 3.79%
▲ 2.93%▲ 2.10%▲ 5.51%
▲ 9.99%▼ 0.89%▲ 2.65%
▲ 26.03%▲ 5.96%▲ 15.02%
▲ 5.97%▼ 2.41%▼ 0.57%
▲ 5.25%▲ 2.69%▲ 7.58%
▼ 9.08%▲ 1.42%▲ 0.93%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
KLA
5.77%
▲ 16.49%
1
Open
Nov 01, 2024
0%
▲ 18.84%
1
Open
Nov 01, 2024
Spirit Airlines
0%
▼ 95.82%
3
Sell
Oct 28, 2024
Nio
0%
▼ 91.72%
3
Sell
Oct 28, 2024
Nikola
0%
▼ 99.95%
2
Sell
Oct 28, 2024
Pioneer Natural
▲ 253.05%
4
Close
May 02, 2024
Exxon Mobil
3.94%
▼ 0.39%
1
Open
May 02, 2024
Netflix
▲ 130.35%
4
Close
Feb 29, 2024
Tesla
▲ 199.61%
3
Close
Feb 29, 2024
Boston Beer
▼ 46.92%
2
Close
Feb 29, 2024
Salesforce
0.24%
▲ 18.52%
2
Buy
Feb 29, 2024
Strategy
2.29%
▲ 216.69%
1
Open
Feb 29, 2024
C3ai
0.22%
▼ 19.12%
1
Open
Feb 29, 2024
Amazon
1.66%
▲ 70.92%
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