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Grimmauld - New Portfolio

David

Grimmauld
Individual Investor
Ranked #375,704 out of 798,604 TipRanks' Investors
Success Rate
48%
130 out of 269
profitable transactions
Average Return
3.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.12%
6-Month Return▼ 10.34%
12-Month Return▼ 2.32%
YTD Return▼ 8.30%
Total Return▼ 14.06%

Best Trade

Opened at
Closed at
Gain▲ 436.36%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 1.31%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 6.49%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 2.95%
Dec 2024
▲ 6.00%
▲ 2.69%
▲ 4.12%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.41%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.85%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 1.87%
Apr 2025
▼ 1.48%
▲ 1.19%
▲ 3.01%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 1.31%
▲ 25.97%▲ 5.96%▲ 6.49%
▲ 5.39%▼ 2.41%▼ 2.95%
▲ 6.00%▲ 2.69%▲ 4.12%
▼ 12.86%▼ 1.27%▼ 4.41%
▼ 1.80%▼ 5.57%▼ 8.85%
▲ 1.74%▼ 0.87%▼ 1.87%
▼ 1.48%▲ 1.19%▲ 3.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard Dividend Appreciation ETF
2.91%
▲ 15.52%
3
Sell
Apr 04, 2025
Veren
0%
▲ 15.73%
2
Sell
Mar 21, 2025
Altria Group
0%
▲ 16.90%
2
Sell
Feb 27, 2025
Unum Group
0%
▲ 3.81%
2
Sell
Feb 27, 2025
Mercadolibre
0%
▲ 17.68%
2
Sell
Feb 21, 2025
Ceva
0%
▼ 43.42%
2
Sell
Feb 21, 2025
Vontier
0.82%
▲ 0.64%
4
Open
Feb 17, 2025
Victory Capital Holdings
0%
▼ 8.29%
2
Sell
Feb 10, 2025
Ceragon Networks
0.41%
▼ 54.17%
1
Open
Feb 10, 2025
Similarweb
0.44%
▼ 56.41%
1
Open
Feb 10, 2025
Midwestone Financial Group
0%
▼ 3.98%
2
Sell
Feb 07, 2025
Fortinet
0%
▼ 6.98%
2
Sell
Feb 07, 2025
Baker Hughes Company
0%
▲ 2.74%
7
Sell
Feb 05, 2025
Boston Scientific
0.73%
▼ 1.60%
1
Open
Feb 05, 2025
LifeVantage
0.42%
▼ 49.84%
1
Open
Feb 04, 2025
LPL Financial
0%
▲ 31.17%
5
Sell
Feb 03, 2025
JPMorgan Chase
0%
▲ 1.06%
2
Sell
Feb 03, 2025
Bancorp
0%
▼ 6.57%
2
Sell
Jan 31, 2025
Applied Industrial Technologies
0%
▼ 11.82%
2
Sell
Jan 31, 2025
International Business Machines
0%
▲ 0.05%
1
Open
Jan 31, 2025