tiprankstipranks

Chase Account - New Portfolio

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

Opened at
Closed at
Gain▲ 345.41%

Bio

Performance

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 AverageS&P 500Investor 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
FibroGen
0.08%
▼ 67.89%
1
Open
Jul 25, 2024
Acurx Pharmaceuticals
0.56%
▼ 40.27%
1
Open
Jul 25, 2024
Twitter
▲ 16.72%
3
Close
Oct 27, 2022
AT&T
0.64%
▲ 46.40%
5
Sell
Oct 17, 2022
Tesla
45.64%
▲ 90.93%
6
Buy
Oct 17, 2022
Pfizer
▼ 10.80%
3
Close
Sep 28, 2022
Gilead Sciences
0.05%
▲ 41.28%
3
Sell
Sep 28, 2022
Qualcomm
▼ 16.58%
3
Close
Sep 28, 2022
S&T Bancorp
▲ 0.62%
3
Close
Sep 28, 2022
Nokia
▼ 27.42%
2
Close
Sep 28, 2022
Farmers & Merchants Bancorp
▲ 25.88%
2
Close
Sep 28, 2022
Horizon Technology
3.09%
▼ 9.07%
3
Buy
Sep 28, 2022
AstraZeneca
7.13%
▲ 20.79%
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
0.05%
▲ 16.06%
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
▼ 40.04%
2
Close
Sep 28, 2022