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Grimmauld - New Portfolio

David

Grimmauld
Individual Investor
Ranked #270,402 out of 857,329 TipRanks' Investors
Success Rate
56%
153 out of 271
profitable transactions
Average Return
11.81%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.10%
6-Month Return▼ 1.87%
12-Month Return▲ 10.49%
YTD Return▼ 3.39%
Total Return▼ 1.67%

Best Trade

Opened at
Closed at
Gain▲ 436.36%

Bio

Performance

12.88%0-12.88%
▲ 2.76%
▲ 2.05%
▲ 2.83%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 2.43%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.86%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 0.63%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.56%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.11%
Jan 2026
▼ 1.18%
▼ 0.86%
▲ 0.31%
Feb 2026
▲ 1.73%
▼ 5.20%
▼ 5.67%
Mar 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 2.76%▲ 2.05%▲ 2.83%
▲ 12.88%▲ 3.56%▲ 2.43%
▲ 10.96%▲ 2.38%▲ 1.86%
▼ 3.68%▲ 0.19%▲ 0.63%
▼ 0.10%▲ 0.08%▼ 0.56%
▲ 4.06%▲ 1.47%▲ 2.11%
▼ 1.18%▼ 0.86%▲ 0.31%
▲ 1.73%▼ 5.20%▼ 5.67%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Midwestone Financial Group
▲ 68.39%
3
Close
Feb 13, 2026
Nicolet Bankshares
0%
▼ 9.81%
1
Open
Feb 13, 2026
Tourmaline Bio
▲ 78.56%
2
Close
Oct 27, 2025
Teck Resources
▼ 4.10%
3
Close
Jun 13, 2025
RTX
0%
▲ 57.79%
2
Sell
May 21, 2025
Veren
▲ 15.73%
3
Close
May 09, 2025
Whitecap Resources
0%
▲ 100.52%
1
Open
May 09, 2025
Vanguard Dividend Appreciation ETF
2.77%
▲ 29.24%
3
Sell
Apr 04, 2025
Altria Group
0%
▲ 31.35%
2
Sell
Feb 27, 2025
Unum Group
0%
▼ 4.50%
2
Sell
Feb 27, 2025
Mercadolibre
0%
▼ 20.13%
2
Sell
Feb 21, 2025
Ceva
0%
▼ 48.09%
2
Sell
Feb 21, 2025
Vontier
0.71%
▲ 1.17%
4
Open
Feb 17, 2025
Victory Capital Holdings
0%
▲ 7.23%
2
Sell
Feb 10, 2025
Ceragon Networks
0.35%
▼ 55.42%
1
Open
Feb 10, 2025
Similarweb
0.13%
▼ 84.71%
1
Open
Feb 10, 2025
Fortinet
0%
▼ 22.53%
2
Sell
Feb 07, 2025
Baker Hughes Company
0%
▲ 73.41%
7
Sell
Feb 05, 2025
Boston Scientific
0.42%
▼ 33.81%
1
Open
Feb 05, 2025
LifeVantage
0.14%
▼ 79.81%
1
Open
Feb 04, 2025