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Grimmauld - New Portfolio

David

Grimmauld
Individual Investor
Ranked #247,253 out of 788,174 TipRanks' Investors
Success Rate
56%
151 out of 269
profitable transactions
Average Return
10.22%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.30%
6-Month Return▲ 9.15%
12-Month Return▲ 9.99%
YTD Return▲ 3.67%
Total Return▼ 2.45%

Best Trade

Opened at
Closed at
Gain▲ 436.36%

Bio

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 1.58%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.85%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.07%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.27%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.52%
Nov 2024
▲ 5.81%
▼ 2.41%
▼ 2.63%
Dec 2024
▲ 4.98%
▲ 2.69%
▲ 4.25%
Jan 2025
▼ 8.93%
▲ 1.85%
▼ 0.55%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 1.58%
▼ 13.14%▲ 2.34%▲ 1.85%
▲ 2.93%▲ 2.10%▲ 2.07%
▲ 9.99%▼ 0.89%▼ 1.27%
▲ 26.04%▲ 5.96%▲ 6.52%
▲ 5.81%▼ 2.41%▼ 2.63%
▲ 4.98%▲ 2.69%▲ 4.25%
▼ 8.93%▲ 1.85%▼ 0.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ceva
0%
▲ 2.19%
2
Sell
Feb 21, 2025
Vontier
0.75%
▲ 4.17%
4
Open
Feb 17, 2025
Victory Capital Holdings
0%
▲ 1.78%
2
Sell
Feb 10, 2025
Ceragon Networks
0.48%
▼ 33.33%
1
Open
Feb 10, 2025
Similarweb
0.48%
▼ 41.94%
1
Open
Feb 10, 2025
Midwestone Financial Group
0%
▲ 3.56%
2
Sell
Feb 07, 2025
Fortinet
0%
▲ 8.70%
2
Sell
Feb 07, 2025
Baker Hughes Company
0%
▲ 32.12%
7
Sell
Feb 05, 2025
Boston Scientific
0.61%
▲ 0.37%
1
Open
Feb 05, 2025
Unum Group
0.58%
▼ 3.77%
1
Open
Feb 05, 2025
LifeVantage
0.49%
▼ 29.30%
1
Open
Feb 04, 2025
LPL Financial
0%
▲ 36.77%
5
Sell
Feb 03, 2025
JPMorgan Chase & Co.
0%
▲ 5.73%
2
Sell
Feb 03, 2025
Bancorp
0%
▲ 4.44%
2
Sell
Jan 31, 2025
Applied Industrial Technologies
0%
▲ 4.78%
2
Sell
Jan 31, 2025
International Business Machines
0%
▲ 4.23%
1
Open
Jan 31, 2025
Virtu Financial
0%
▼ 4.02%
2
Sell
Jan 30, 2025
Alphabet Class C
1.43%
▼ 7.89%
1
Open
Jan 30, 2025
Boot Barn
0%
▼ 18.26%
2
Sell
Jan 29, 2025
Altria Group
0.64%
▲ 3.29%
1
Open
Jan 28, 2025