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Fundamentals Baker - New Portfolio

Alexander Daly

Fundamentals Baker
Individual Investor
Ranked #11,646 out of 822,855 TipRanks' Investors
Success Rate
83%
53 out of 64
profitable transactions
Average Return
96.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.77%
6-Month Return▲ 25.62%
12-Month Return▲ 12.46%
YTD Return▲ 5.82%
Total Return▲ 142.04%

Best Trade

Opened at
Closed at-
Gain▲ 1261.07%

Bio

i have no idea what im doing.

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 7.69%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 1.87%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 6.57%
May 2025
▲ 9.25%
▲ 5.14%
▲ 6.66%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.12%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 11.35%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 3.78%
Sep 2025
▲ 0.54%
▼ 1.98%
▼ 5.15%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 7.69%
▲ 0.80%▼ 0.87%▼ 1.87%
▲ 11.63%▲ 6.28%▲ 6.57%
▲ 9.25%▲ 5.14%▲ 6.66%
▲ 7.60%▲ 2.30%▲ 0.12%
▲ 2.76%▲ 2.05%▲ 11.35%
▲ 12.88%▲ 3.56%▼ 3.78%
▲ 0.54%▼ 1.98%▼ 5.15%

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%
▲ 7.02%
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%
▲ 27.30%
1
Open
Aug 02, 2024
Lakeland Bancorp
▲ 57.54%
2
Close
May 15, 2024
Provident Financial Services
0.01%
▲ 22.01%
1
Open
May 15, 2024
Summit Financial Group
▲ 93.13%
2
Close
May 02, 2024
Burke & Herbert Bank & Company
0.01%
▲ 17.72%
1
Open
May 02, 2024
The Community Financial
▲ 33.35%
2
Close
Jun 30, 2023
Shore Bancshares
0.01%
▲ 76.29%
2
Buy
Jun 30, 2023
First Merchants
0.01%
▼ 0.75%
1
Open
Mar 31, 2022
Independent Bank
0.01%
▼ 14.20%
1
Open
Nov 12, 2021
Glacier Bancorp
0.01%
▼ 4.73%
1
Open
Sep 30, 2021
Nvidia
97.47%
▲ 841.41%
1
Open
Jul 30, 2021
Affirm Holdings
0.71%
▼ 30.26%
1
Open
Feb 23, 2021
Microsoft
0.51%
▲ 148.52%
1
Open
Nov 25, 2020
Criteo SA
▲ 108.02%
2
Close
Nov 25, 2020
Park Hotels & Resorts
0.32%
▲ 11.22%
1
Open
Jun 05, 2020