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Fundamentals Baker - New Portfolio

Alexander Daly

Fundamentals Baker
Individual Investor
Ranked #8,550 out of 819,158 TipRanks' Investors
Success Rate
86%
55 out of 64
profitable transactions
Average Return
106.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.91%
6-Month Return▲ 21.00%
12-Month Return▲ 21.22%
YTD Return▲ 15.35%
Total Return▲ 163.83%

Best Trade

Opened at
Closed at-
Gain▲ 1253.90%

Bio

i have no idea what im doing.

Performance

27.92%0-27.92%
▼ 12.86%
▼ 1.27%
▼ 2.25%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.69%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 1.87%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 6.57%
May 2025
▲ 6.24%
▲ 5.14%
▲ 6.66%
Jun 2025
▲ 27.92%
▲ 2.30%
▲ 0.12%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 11.36%
Aug 2025
▲ 9.82%
▲ 3.18%
▼ 0.53%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 2.25%
▼ 1.80%▼ 5.57%▼ 7.69%
▲ 1.84%▼ 0.87%▼ 1.87%
▲ 12.20%▲ 6.28%▲ 6.57%
▲ 6.24%▲ 5.14%▲ 6.66%
▲ 27.92%▲ 2.30%▲ 0.12%
▲ 4.87%▲ 2.05%▲ 11.36%
▲ 9.82%▲ 3.18%▼ 0.53%

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%
▲ 13.16%
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%
▲ 37.01%
1
Open
Aug 02, 2024
Lakeland Bancorp
▲ 57.54%
2
Close
May 15, 2024
Provident Financial Services
0.01%
▲ 31.46%
1
Open
May 15, 2024
Summit Financial Group
▲ 93.13%
2
Close
May 02, 2024
Burke & Herbert Bank & Company
0.01%
▲ 28.47%
1
Open
May 02, 2024
The Community Financial
▲ 33.35%
2
Close
Jun 30, 2023
Shore Bancshares
0.01%
▲ 95.86%
2
Buy
Jun 30, 2023
First Merchants
0.01%
▲ 10.56%
1
Open
Mar 31, 2022
Independent Bank
0.01%
▼ 7.60%
1
Open
Nov 12, 2021
Glacier Bancorp
0.01%
▲ 1.75%
1
Open
Sep 30, 2021
Nvidia
97.06%
▲ 808.05%
1
Open
Jul 30, 2021
Affirm Holdings
0.96%
▼ 9.64%
1
Open
Feb 23, 2021
Microsoft
0.54%
▲ 151.91%
1
Open
Nov 25, 2020
Criteo SA
▲ 108.02%
2
Close
Nov 25, 2020
Park Hotels & Resorts
0.37%
▲ 24.38%
1
Open
Jun 05, 2020