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Davis Account - New Portfolio

DAVIS B.

Davis Account
Individual Investor
Ranked #210,030 out of 861,174 TipRanks' Investors
Success Rate
60%
49 out of 82
profitable transactions
Average Return
25.38%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.36%
6-Month Return▲ 6.57%
12-Month Return▲ 27.08%
YTD Return▲ 6.10%
Total Return▲ 124.21%

Best Trade

Opened at
Closed at
Gain▲ 345.41%

Bio

Performance

16.06%0-16.06%
▲ 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
▼ 1.33%
▼ 0.86%
▲ 0.62%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 5.77%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 8.76%
Apr 2026
▲ 2.08%
▼ 0.09%
▼ 0.40%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▲ 1.82%
▼ 3.68%▲ 0.19%▲ 3.18%
▼ 0.10%▲ 0.08%▼ 1.59%
▲ 4.06%▲ 1.47%▲ 3.30%
▼ 1.33%▼ 0.86%▲ 0.62%
▲ 0.52%▼ 4.94%▼ 5.77%
▲ 16.06%▲ 10.51%▲ 8.76%
▲ 2.08%▼ 0.09%▼ 0.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
7.04%
▲ 29.96%
4
Sell
Jan 08, 2026
Advanced Micro Devices
5.43%
▲ 66.87%
1
Open
Jan 08, 2026
AT&T
▲ 64.80%
6
Close
Dec 25, 2025
Gilead Sciences
4.41%
▲ 79.85%
4
Buy
Dec 25, 2025
Qualcomm
2.14%
▼ 9.81%
4
Open
Dec 25, 2025
S&T Bancorp
▲ 0.06%
5
Close
Dec 25, 2025
Horizon Technology
▼ 25.23%
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
22.45%
▲ 80.15%
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
6.11%
▲ 26.93%
3
Open
Dec 25, 2025
Rivian Automotive
1.84%
▼ 33.95%
4
Open
Dec 25, 2025
Rithm Capital
▲ 87.15%
3
Close
Dec 25, 2025
Gladstone Commercial
▼ 12.76%
2
Close
Dec 25, 2025
Warner Bros
▲ 147.92%
2
Close
Dec 25, 2025
Dynex Capital
▲ 70.98%
2
Close
Dec 25, 2025