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My Portfolio - New Portfolio

David

My Portfolio
Individual Investor
Ranked #142,715 out of 770,014 TipRanks' Investors
Success Rate
59%
71 out of 121
profitable transactions
Average Return
18.15%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.76%
6-Month Return▲ 14.56%
12-Month Return▲ 32.09%
YTD Return▲ 16.87%
Total Return▲ 43.56%

Best Trade

Opened at
Closed at-
Gain▲ 796.28%

Bio

Est. 2021

Performance

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 4.43%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.07%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.04%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 0.58%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.61%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.27%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 1.58%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 5.70%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.43%
▲ 11.46%▲ 5.06%▲ 4.07%
▼ 2.25%▲ 3.53%▲ 1.04%
▲ 25.72%▲ 1.21%▲ 0.58%
▼ 4.22%▲ 2.34%▲ 3.61%
▲ 7.82%▲ 2.10%▲ 1.27%
▲ 5.70%▼ 0.89%▲ 1.58%
▲ 31.73%▲ 4.73%▲ 5.70%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class A
3.33%
▲ 49.75%
2
Sell
Jul 01, 2024
Chevron
2.66%
▲ 36.46%
3
Buy
Jul 01, 2024
Amazon
3.34%
▲ 19.22%
2
Sell
Jul 01, 2024
AbbVie
3.52%
▲ 67.58%
5
Buy
Jul 01, 2024
Abbott Laboratories
3.13%
▲ 11.44%
4
Buy
Jul 01, 2024
Nvidia
9.02%
▲ 796.28%
2
Sell
Jul 01, 2024
Nike
▼ 49.61%
4
Close
Jul 01, 2024
Starbucks
2.36%
▲ 8.76%
4
Buy
Jul 01, 2024
Trade Desk
3.86%
▲ 119.93%
2
Sell
Jul 01, 2024
Eli Lilly & Co
2.5%
▲ 5.92%
4
Open
Jul 01, 2024
Netflix
2.87%
▲ 15.21%
3
Open
Jul 01, 2024
American Express
3.04%
▲ 31.27%
1
Open
Jul 01, 2024
Bank of America
3.46%
▲ 19.50%
1
Open
Jul 01, 2024
Caterpillar
2.69%
▲ 24.21%
1
Open
Jul 01, 2024
Celsius Holdings
1.08%
▼ 48.57%
1
Open
Jul 01, 2024
Dell Technologies
0.96%
▲ 1.65%
1
Open
Jul 01, 2024
e.l.f. Beauty
2.58%
▼ 36.36%
1
Open
Jul 01, 2024
Halliburton
2.12%
▼ 3.76%
1
Open
Jul 01, 2024
Kenvue, Inc.
1.53%
▲ 37.55%
1
Open
Jul 01, 2024
Lululemon Athletica
1.08%
▲ 8.06%
1
Open
Jul 01, 2024