My Portfolio - New Portfolio

David

My Portfolio
Individual Investor
Ranked #157,192 out of 766,394 TipRanks' Investors
Success Rate
57%
69 out of 121
profitable transactions
Average Return
18.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.92%
6-Month Return▲ 16.04%
12-Month Return▲ 36.68%
YTD Return▲ 16.17%
Total Return▲ 42.70%

Best Trade

Opened at
Closed at-
Gain▲ 857.17%

Bio

Est. 2021

Performance

25.72%0-25.72%
▼ 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
▲ 6.02%
▼ 0.89%
▲ 1.86%
Oct 2024
▲ 22.71%
▲ 5.30%
▲ 4.78%
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%
▲ 6.02%▼ 0.89%▲ 1.86%
▲ 22.71%▲ 5.30%▲ 4.78%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class A
3.61%
▲ 61.09%
2
Sell
Jul 01, 2024
Chevron
2.57%
▲ 31.83%
3
Buy
Jul 01, 2024
Amazon
3.46%
▲ 22.41%
2
Sell
Jul 01, 2024
AbbVie
3.4%
▲ 65.09%
5
Buy
Jul 01, 2024
Abbott Laboratories
3.09%
▲ 10.18%
4
Buy
Jul 01, 2024
Nvidia
9.83%
▲ 857.17%
2
Sell
Jul 01, 2024
Nike
▼ 49.61%
4
Close
Jul 01, 2024
Starbucks
2.29%
▲ 6.47%
4
Buy
Jul 01, 2024
Trade Desk
3.91%
▲ 119.91%
2
Sell
Jul 01, 2024
Eli Lilly & Co
2.71%
▲ 10.09%
4
Open
Jul 01, 2024
Netflix
2.72%
▲ 10.75%
3
Open
Jul 01, 2024
American Express
2.87%
▲ 26.00%
1
Open
Jul 01, 2024
Bank of America
3.34%
▲ 15.92%
1
Open
Jul 01, 2024
Caterpillar
2.6%
▲ 21.43%
1
Open
Jul 01, 2024
Celsius Holdings
0.98%
▼ 52.65%
1
Open
Jul 01, 2024
Dell Technologies
0.9%
▼ 2.34%
1
Open
Jul 01, 2024
e.l.f. Beauty
2.61%
▼ 34.29%
1
Open
Jul 01, 2024
Halliburton
2%
▼ 9.35%
1
Open
Jul 01, 2024
Kenvue, Inc.
1.49%
▲ 33.77%
1
Open
Jul 01, 2024
Lululemon Athletica
1.06%
▲ 5.32%
1
Open
Jul 01, 2024