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Fundamentals Baker - New Portfolio

Alexander Daly

Fundamentals Baker
Individual Investor
Ranked #6,221 out of 858,885 TipRanks' Investors
Success Rate
88%
56 out of 64
profitable transactions
Average Return
134.58%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.91%
6-Month Return▲ 12.01%
12-Month Return▲ 45.57%
YTD Return▲ 5.35%
Total Return▲ 183.49%

Best Trade

Opened at
Closed at-
Gain▲ 2360.85%

Bio

i have no idea what im doing.

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 3.78%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 2.54%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 4.92%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 3.10%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 5.02%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 1.74%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 3.49%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 5.78%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 3.78%
▲ 10.96%▲ 2.38%▼ 2.54%
▼ 3.68%▲ 0.19%▲ 4.92%
▼ 0.10%▲ 0.08%▲ 3.10%
▲ 4.06%▲ 1.47%▲ 5.02%
▼ 1.12%▼ 0.86%▼ 1.74%
▲ 0.60%▼ 4.94%▼ 3.49%
▲ 4.89%▲ 4.48%▲ 5.78%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
The First Of Long Island
▲ 11.95%
2
Close
May 30, 2025
ConnectOne Bancorp
0.01%
▲ 25.07%
1
Open
May 30, 2025
Spirit Airlines
▼ 97.74%
2
Close
Mar 12, 2025
Ebix
▼ 99.85%
2
Close
Aug 30, 2024
Macatawa Bank
▲ 160.14%
2
Close
Aug 02, 2024
Wintrust Financial
0.01%
▲ 49.10%
1
Open
Aug 02, 2024
Lakeland Bancorp
▲ 57.54%
2
Close
May 15, 2024
Provident Financial Services
0.01%
▲ 49.11%
1
Open
May 15, 2024
Summit Financial Group
▲ 93.13%
2
Close
May 02, 2024
Burke & Herbert Bank & Company
0.01%
▲ 35.49%
1
Open
May 02, 2024
The Community Financial
▲ 33.35%
2
Close
Jun 30, 2023
Shore Bancshares
0.01%
▲ 125.36%
2
Buy
Jun 30, 2023
First Merchants
0.01%
▲ 14.83%
1
Open
Mar 31, 2022
Independent Bank
0.01%
▲ 6.03%
1
Open
Nov 12, 2021
Glacier Bancorp
0.01%
▲ 0.74%
1
Open
Sep 30, 2021
Nvidia
97.81%
▲ 869.62%
1
Open
Jul 30, 2021
Affirm Holdings
0.47%
▼ 52.43%
1
Open
Feb 23, 2021
Microsoft
0.36%
▲ 80.72%
1
Open
Nov 25, 2020
Criteo SA
▲ 108.02%
2
Close
Nov 25, 2020
Park Hotels & Resorts
0.33%
▲ 24.62%
1
Open
Jun 05, 2020