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EDGR - New Portfolio

BRENNAN THOMAS

EDGR
Individual Investor
Ranked #343,896 out of 781,066 TipRanks' Investors
Success Rate
52%
102 out of 196
profitable transactions
Average Return
5.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.39%
6-Month Return▲ 7.84%
12-Month Return▲ 22.33%
YTD Return▲ 1.82%
Total Return▼ 2.63%

Best Trade

Opened at
Closed at
Gain▲ 354.40%

Bio

I invest in growth value-oriented names. Focusing on strong fundamentals and potential breakouts with a margin of safety.

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.62%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 4.19%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 0.13%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 1.17%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.10%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 8.26%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 0.37%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 1.82%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 0.62%
▲ 8.13%▲ 1.21%▲ 4.19%
▼ 13.14%▲ 2.34%▼ 0.13%
▲ 2.93%▲ 2.10%▼ 1.17%
▲ 10.00%▼ 0.89%▼ 2.10%
▲ 26.04%▲ 5.96%▲ 8.26%
▲ 5.93%▼ 2.41%▼ 0.37%
▲ 9.79%▲ 0.95%▲ 1.82%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Amgen
4.3%
▼ 0.25%
3
Buy
Dec 25, 2024
Charles Schwab
2.01%
▼ 2.20%
2
Buy
Dec 25, 2024
L3Harris Technologies
1.72%
▼ 1.45%
2
Buy
Dec 25, 2024
Uber Technologies
3.19%
▲ 1.16%
7
Buy
Dec 20, 2024
Nvidia
4.35%
▲ 0.04%
3
Buy
Dec 20, 2024
Microsoft
4.97%
▼ 7.15%
6
Buy
Dec 11, 2024
Berkshire Hathaway B
6.16%
▲ 0.26%
2
Buy
Dec 11, 2024
SPDR Gold Shares
5.65%
▲ 0.91%
3
Buy
Dec 11, 2024
Merck & Company
1.55%
▲ 0.12%
2
Buy
Dec 11, 2024
POET Technologies
0.78%
▲ 8.74%
4
Buy
Dec 11, 2024
ProShares Short S&P500
0.33%
▲ 1.75%
2
Buy
Dec 11, 2024
ProShares UltraPro Short QQQ
0.23%
▼ 0.30%
2
Buy
Dec 11, 2024
Gartner
1.36%
▼ 0.55%
1
Open
Dec 11, 2024
Intuit
1.59%
▼ 6.41%
1
Open
Dec 08, 2024
Quanta Services
2.67%
▲ 0.08%
3
Open
Dec 03, 2024
Nextera Energy Partners
0.45%
▼ 1.33%
2
Buy
Dec 03, 2024
Ambarella
0.85%
▲ 12.46%
1
Open
Dec 03, 2024
CrowdStrike Holdings
2.82%
▲ 2.01%
1
Open
Dec 03, 2024
ProShares UltraPro S&P500
0.78%
▼ 4.36%
1
Open
Dec 02, 2024
ProShares UltraPro QQQ
0.7%
▲ 1.14%
1
Open
Dec 02, 2024