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Davis Account - New Portfolio

DAVIS B.

Davis Account
Individual Investor
Ranked #219,019 out of 858,889 TipRanks' Investors
Success Rate
57%
47 out of 82
profitable transactions
Average Return
23.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.95%
6-Month Return▲ 2.81%
12-Month Return▲ 23.54%
YTD Return▼ 1.67%
Total Return▲ 107.80%

Best Trade

Opened at
Closed at
Gain▲ 345.41%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 1.27%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.82%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 3.18%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.59%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.30%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 0.62%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 5.77%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 0.40%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 1.27%
▲ 10.96%▲ 2.38%▲ 1.82%
▼ 3.68%▲ 0.19%▲ 3.18%
▼ 0.10%▲ 0.08%▼ 1.59%
▲ 4.06%▲ 1.47%▲ 3.30%
▼ 1.12%▼ 0.86%▲ 0.62%
▲ 0.60%▼ 4.94%▼ 5.77%
▲ 4.89%▲ 4.48%▲ 0.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
7.12%
▲ 26.97%
4
Sell
Jan 08, 2026
Advanced Micro Devices
4.18%
▲ 19.72%
1
Open
Jan 08, 2026
AT&T
▲ 64.80%
6
Close
Dec 25, 2025
Gilead Sciences
4.97%
▲ 88.39%
4
Buy
Dec 25, 2025
Qualcomm
1.75%
▼ 21.42%
4
Open
Dec 25, 2025
S&T Bancorp
▲ 0.06%
5
Close
Dec 25, 2025
Horizon Technology
▼ 25.25%
4
Close
Dec 25, 2025
AstraZeneca
▲ 74.76%
4
Close
Dec 25, 2025
Bank of America
▲ 42.91%
4
Close
Dec 25, 2025
Alibaba
▲ 31.17%
2
Close
Dec 25, 2025
Tesla
21.45%
▲ 70.41%
7
Buy
Dec 25, 2025
GoodYear Tire
▼ 52.38%
3
Close
Dec 25, 2025
Telephone & Data Systems
▲ 150.51%
5
Close
Dec 25, 2025
TFI International
▲ 23.95%
3
Close
Dec 25, 2025
Chevron
6.44%
▲ 25.68%
3
Open
Dec 25, 2025
Rivian Automotive
2.11%
▼ 32.50%
4
Open
Dec 25, 2025
Rithm Capital
▲ 87.15%
3
Close
Dec 25, 2025
Gladstone Commercial
▼ 12.75%
2
Close
Dec 25, 2025
Warner Bros
▲ 147.92%
2
Close
Dec 25, 2025
Dynex Capital
▲ 70.97%
2
Close
Dec 25, 2025