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DB

1
Individual Investor
Ranked #51,768 out of 824,099 TipRanks' Investors
Success Rate
75%
439 out of 583
profitable transactions
Average Return
24.44%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.88%
6-Month Return▲ 11.78%
12-Month Return▲ 11.63%
YTD Return▲ 10.64%
Total Return▲ 73.74%

Best Trade

Opened at
Closed at-
Gain▲ 172.31%

Bio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 2.22%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 3.70%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 4.61%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.88%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.82%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.08%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.53%
Sep 2025
▲ 4.03%
▼ 0.27%
▼ 0.93%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 2.22%
▲ 0.80%▼ 0.87%▼ 3.70%
▲ 11.63%▲ 6.28%▲ 4.61%
▲ 9.25%▲ 5.14%▲ 2.88%
▲ 7.60%▲ 2.30%▲ 0.82%
▲ 2.76%▲ 2.05%▲ 2.08%
▲ 12.88%▲ 3.56%▲ 0.53%
▲ 4.03%▼ 0.27%▼ 0.93%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
6.36%
▲ 37.21%
28
Buy
Oct 17, 2025
Standard Lithium Ltd
1.3%
▲ 82.42%
7
Buy
Oct 13, 2025
SoFi
3.44%
▲ 2.34%
8
Buy
Oct 13, 2025
Steel Dynamics
4.63%
▲ 69.01%
28
Buy
Oct 10, 2025
Coca-Cola
4%
▲ 14.99%
22
Buy
Oct 02, 2025
New Jersey Resources
1.67%
▲ 4.22%
9
Buy
Oct 01, 2025
Schwab U.S. Large-Cap Growth ETF
1.45%
▲ 12.03%
6
Buy
Sep 30, 2025
Qualcomm
5.61%
▲ 14.61%
19
Buy
Sep 26, 2025
Financial Select Sector SPDR Fund
2.9%
▲ 38.72%
18
Buy
Sep 25, 2025
Alphabet Class C
6.16%
▲ 77.12%
21
Buy
Sep 16, 2025
Energy Transfer
7.13%
▲ 62.14%
56
Buy
Sep 15, 2025
RTX
8.32%
▲ 60.38%
29
Buy
Sep 15, 2025
Abbott Laboratories
6.45%
▲ 19.76%
23
Buy
Sep 15, 2025
Enterprise Products Partners
6.8%
▲ 8.27%
19
Buy
Sep 15, 2025
MPLX
7.21%
▲ 42.12%
39
Buy
Sep 15, 2025
Essential Properties Realty
2.96%
▲ 21.47%
26
Buy
Sep 15, 2025
Ares Capital
▲ 14.29%
31
Close
Sep 15, 2025
Golub Capital Bdc
▲ 0.44%
18
Close
Sep 15, 2025
Waystar Holding Corp.
2.23%
▲ 2.27%
2
Buy
Sep 15, 2025
Procter & Gamble
5.98%
▲ 8.53%
28
Buy
Aug 16, 2025