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Chase Account
- New Portfolio
Performance
Portfolio Details
DAVIS B.
Chase Account
Individual Investor
Ranked #177,390 out of 769,603 TipRanks' Investors
Success Rate
58%
39 out of 67
profitable transactions
Average Return
19.29%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 11.05%
6-Month Return
▲ 22.08%
12-Month Return
▲ 28.66%
YTD Return
▲ 21.10%
Total Return
▲ 85.74%
Best Trade
Asset
Moderna (MRNA)
Opened at
Jul 22, 2020
Closed at
Aug 30, 2021
Gain
▲ 345.41%
Bio
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
37.60%
0
-37.60%
▼ 12.40%
▼ 4.03%
▼ 2.36%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.04%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.80%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.40%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.56%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.59%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 1.74%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 8.34%
Nov 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 12.40%
▼ 4.03%
▼ 2.36%
▲ 11.46%
▲ 5.06%
▲ 7.04%
▼ 2.25%
▲ 3.53%
▲ 2.80%
▲ 25.72%
▲ 1.21%
▲ 3.40%
▼ 4.22%
▲ 2.34%
▼ 0.56%
▲ 7.82%
▲ 2.10%
▲ 2.59%
▲ 5.70%
▼ 0.89%
▲ 1.74%
▲ 37.60%
▲ 4.40%
▲ 8.34%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
FGEN
FibroGen
0.08%
▼ 67.89%
1
Open
Jul 25, 2024
ACXP
Acurx Pharmaceuticals
0.56%
▼ 40.27%
1
Open
Jul 25, 2024
TWTR
Twitter
―
▲ 16.72%
3
Close
Oct 27, 2022
T
AT&T
0.64%
▲ 46.40%
5
Sell
Oct 17, 2022
TSLA
Tesla
45.64%
▲ 90.93%
6
Buy
Oct 17, 2022
PFE
Pfizer
―
▼ 10.80%
3
Close
Sep 28, 2022
GILD
Gilead Sciences
0.05%
▲ 41.28%
3
Sell
Sep 28, 2022
QCOM
Qualcomm
―
▼ 16.58%
3
Close
Sep 28, 2022
STBA
S&T Bancorp
―
▲ 0.62%
3
Close
Sep 28, 2022
NOK
Nokia
―
▼ 27.42%
2
Close
Sep 28, 2022
FMAO
Farmers & Merchants Bancorp
―
▲ 25.88%
2
Close
Sep 28, 2022
HRZN
Horizon Technology
3.09%
▼ 9.07%
3
Buy
Sep 28, 2022
AZN
AstraZeneca
7.13%
▲ 20.79%
3
Buy
Sep 28, 2022
CODX
Co-Diagnostics
―
▼ 78.17%
3
Close
Sep 28, 2022
BIGGQ
Big Lots
―
▼ 58.73%
4
Close
Sep 28, 2022
INTC
Intel
―
▼ 47.87%
3
Close
Sep 28, 2022
BAC
Bank of America
0.05%
▲ 16.06%
3
Sell
Sep 28, 2022
DIS
Walt Disney
―
▼ 44.77%
2
Close
Sep 28, 2022
CCAP
Crescent Capital BDC
―
▼ 4.66%
2
Close
Sep 28, 2022
ASX
ASE Technology Holding Co
―
▼ 40.04%
2
Close
Sep 28, 2022
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