Fundamentals Baker - New Portfolio

Alexander Daly

Fundamentals Baker
Individual Investor
Ranked #9,480 out of 757,311 TipRanks' Investors
Success Rate
79%
50 out of 63
profitable transactions
Average Return
79.81%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.39%
6-Month Return▲ 13.71%
12-Month Return▲ 29.78%
YTD Return▲ 6.07%
Total Return▲ 118.62%

Best Trade

Opened at
Closed at-
Gain▲ 726.31%

Bio

i have no idea what im doing.

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▼ 2.75%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.59%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 7.76%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.11%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.14%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 15.25%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 0.51%
Aug 2024
▲ 2.65%
▼ 0.40%
▼ 0.46%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▼ 2.75%
▲ 5.05%▲ 3.27%▲ 3.59%
▼ 12.40%▼ 4.03%▼ 7.76%
▲ 11.46%▲ 5.06%▲ 5.11%
▼ 2.25%▲ 3.53%▲ 0.14%
▲ 25.76%▲ 1.21%▲ 15.25%
▼ 4.21%▲ 2.34%▼ 0.51%
▲ 2.65%▼ 0.40%▼ 0.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ebix
▼ 99.85%
2
Close
Aug 30, 2024
Macatawa Bank
▲ 160.14%
2
Close
Aug 02, 2024
Wintrust Financial
0.01%
▲ 7.66%
1
Open
Aug 02, 2024
Lakeland Bancorp
▲ 57.54%
2
Close
May 15, 2024
Provident Financial Services
0.01%
▲ 18.44%
1
Open
May 15, 2024
Summit Financial Group
▲ 93.13%
2
Close
May 02, 2024
Burke & Herbert Bank & Company
0.01%
▲ 29.06%
1
Open
May 02, 2024
The Community Financial
▲ 33.35%
2
Close
Jun 30, 2023
Shore Bancshares
0.02%
▲ 57.83%
2
Buy
Jun 30, 2023
First Merchants
0.01%
▼ 0.98%
1
Open
Mar 31, 2022
Independent Bank
0.01%
▼ 22.27%
1
Open
Nov 12, 2021
Glacier Bancorp
0.01%
▼ 9.01%
1
Open
Sep 30, 2021
Nvidia
96.63%
▲ 482.52%
1
Open
Jul 30, 2021
Affirm Holdings
0.7%
▼ 56.59%
1
Open
Feb 23, 2021
Microsoft
0.68%
▲ 107.98%
1
Open
Nov 25, 2020
Criteo SA
▲ 108.02%
2
Close
Nov 25, 2020
Park Hotels & Resorts
0.73%
▲ 36.33%
1
Open
Jun 05, 2020
Carnival
0.29%
▼ 14.64%
1
Open
Jun 05, 2020
Spirit Airlines
0.04%
▼ 87.54%
1
Open
Jun 05, 2020
Airbus SE
0.12%
▲ 61.79%
1
Open
Jun 05, 2020