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Chase Account - New Portfolio

DAVIS B.

Chase Account
Individual Investor
Ranked #216,342 out of 806,423 TipRanks' Investors
Success Rate
56%
38 out of 68
profitable transactions
Average Return
21.33%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.35%
6-Month Return▲ 5.81%
12-Month Return▲ 19.91%
YTD Return▲ 6.64%
Total Return▲ 94.38%

Best Trade

Opened at
Closed at
Gain▲ 345.41%

Bio

Performance

12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 2.36%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.89%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.65%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.64%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 1.26%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 2.77%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.22%
Jun 2025
▼ 0.01%
▲ 0.42%
▲ 1.09%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 2.36%
▲ 6.03%▲ 2.69%▲ 3.89%
▼ 12.86%▼ 1.27%▲ 1.65%
▼ 1.80%▼ 5.57%▼ 4.64%
▲ 1.83%▼ 0.87%▼ 1.26%
▲ 12.20%▲ 6.28%▲ 2.77%
▲ 6.24%▲ 5.14%▲ 3.22%
▼ 0.01%▲ 0.42%▲ 1.09%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
S&T Bancorp
0%
▼ 1.55%
4
Open
Dec 05, 2024
FibroGen
0.05%
▼ 82.93%
1
Open
Jul 25, 2024
Acurx Pharmaceuticals
0.22%
▼ 78.50%
1
Open
Jul 25, 2024
Twitter
▲ 16.72%
3
Close
Oct 27, 2022
AT&T
0.86%
▲ 85.33%
5
Sell
Oct 17, 2022
Tesla
45.08%
▲ 82.55%
6
Buy
Oct 17, 2022
Pfizer
▼ 10.79%
3
Close
Sep 28, 2022
Gilead Sciences
0.07%
▲ 78.64%
3
Sell
Sep 28, 2022
Qualcomm
▼ 16.58%
3
Close
Sep 28, 2022
Nokia
▼ 27.39%
2
Close
Sep 28, 2022
Farmers & Merchants Bancorp
▲ 25.88%
2
Close
Sep 28, 2022
Horizon Technology
2.7%
▼ 21.09%
3
Buy
Sep 28, 2022
AstraZeneca
8.53%
▲ 33.55%
3
Buy
Sep 28, 2022
Co-Diagnostics
▼ 78.17%
3
Close
Sep 28, 2022
Big Lots
▼ 58.73%
4
Close
Sep 28, 2022
Intel
▼ 47.87%
3
Close
Sep 28, 2022
Bank of America
0.06%
▲ 22.43%
3
Sell
Sep 28, 2022
Walt Disney
▼ 44.77%
2
Close
Sep 28, 2022
Crescent Capital BDC
▼ 4.66%
2
Close
Sep 28, 2022
ASE Technology Holding Co
▼ 40.05%
2
Close
Sep 28, 2022