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My Portfolio - New Portfolio

David

My Portfolio
Individual Investor
Ranked #155,611 out of 857,392 TipRanks' Investors
Success Rate
58%
70 out of 121
profitable transactions
Average Return
28.00%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.25%
6-Month Return▲ 2.13%
12-Month Return▲ 19.50%
YTD Return▼ 4.11%
Total Return▲ 64.96%

Best Trade

Opened at
Closed at-
Gain▲ 1057.81%

Bio

Est. 2021

Performance

12.88%0-12.88%
▲ 2.76%
▲ 2.05%
▲ 2.45%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.02%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 7.21%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 2.56%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.72%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.02%
Jan 2026
▼ 1.18%
▼ 0.86%
▼ 1.69%
Feb 2026
▲ 1.73%
▼ 5.20%
▼ 4.40%
Mar 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 2.76%▲ 2.05%▲ 2.45%
▲ 12.88%▲ 3.56%▲ 4.02%
▲ 10.96%▲ 2.38%▲ 7.21%
▼ 3.68%▲ 0.19%▼ 2.56%
▼ 0.10%▲ 0.08%▲ 0.72%
▲ 4.06%▲ 1.47%▲ 2.02%
▼ 1.18%▼ 0.86%▼ 1.69%
▲ 1.73%▼ 5.20%▼ 4.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Abbott Laboratories
▲ 27.05%
5
Close
Sep 16, 2025
Regeneron
▲ 5.00%
2
Close
Sep 16, 2025
Halliburton
▼ 30.61%
2
Close
Sep 16, 2025
Kenvue, Inc.
▲ 5.80%
2
Close
Sep 16, 2025
Merck & Company
▼ 33.81%
2
Close
Sep 16, 2025
Starbucks
▲ 21.54%
5
Close
Feb 22, 2025
Celsius Holdings
▼ 47.08%
2
Close
Dec 10, 2024
Alphabet Class A
6.42%
▲ 171.37%
2
Sell
Jul 01, 2024
Chevron
3.64%
▲ 84.50%
3
Buy
Jul 01, 2024
Amazon
3.72%
▲ 24.37%
2
Sell
Jul 01, 2024
AbbVie
4.36%
▲ 102.35%
5
Buy
Jul 01, 2024
Nvidia
12.45%
▲ 1,057.81%
2
Sell
Jul 01, 2024
Nike
▼ 49.61%
4
Close
Jul 01, 2024
Trade Desk
0.76%
▼ 59.28%
2
Sell
Jul 01, 2024
Eli Lilly & Co
3.23%
▲ 14.91%
4
Open
Jul 01, 2024
Netflix
3.31%
▲ 20.28%
3
Open
Jul 01, 2024
American Express
3.21%
▲ 31.54%
1
Open
Jul 01, 2024
Bank of America
3.71%
▲ 23.69%
1
Open
Jul 01, 2024
Caterpillar
4.97%
▲ 118.62%
1
Open
Jul 01, 2024
Dell Technologies
1.17%
▲ 18.68%
1
Open
Jul 01, 2024