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DGI Portfolio - New Portfolio

Jazz Paw

DGI Portfolio
Individual Investor
Ranked #27,394 out of 788,370 TipRanks' Investors
Success Rate
78%
21 out of 27
profitable transactions
Average Return
110.26%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.11%
6-Month Return▲ 4.70%
12-Month Return▲ 1.31%
YTD Return▲ 3.50%
Total Return▲ 142.26%

Best Trade

Opened at
Closed at-
Gain▲ 485.27%

Bio

Individual investor. I both invest my own money and create model portfolios.

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 5.41%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.96%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.19%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 5.69%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 7.56%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 6.63%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 6.29%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 2.62%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 5.41%
▼ 13.14%▲ 2.34%▲ 1.96%
▲ 2.93%▲ 2.10%▲ 4.19%
▲ 9.99%▼ 0.89%▼ 5.69%
▲ 26.03%▲ 5.96%▲ 7.56%
▲ 5.97%▼ 2.41%▼ 6.63%
▲ 5.25%▲ 2.69%▲ 6.29%
▼ 9.08%▲ 1.42%▼ 2.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
The Estée Lauder Companies
1.53%
▼ 53.41%
3
Buy
Oct 03, 2024
Church & Dwight
▲ 116.13%
2
Close
May 18, 2023
FedEx
▲ 31.75%
2
Close
May 18, 2023
Eaton
▲ 160.52%
2
Close
May 18, 2023
Pool
2.94%
▼ 9.08%
2
Buy
May 18, 2023
McCormick & Company
▲ 80.99%
2
Close
May 18, 2023
CVS Health
4.07%
▼ 1.74%
1
Open
May 18, 2023
Walker & Dunlop
4.44%
▲ 18.53%
1
Open
May 18, 2023
Honeywell International
2.72%
▲ 72.65%
2
Sell
Dec 13, 2018
Genuine Parts Company
▲ 5.32%
2
Close
Oct 17, 2018
Costco
11.06%
▲ 485.27%
1
Open
May 15, 2018
Illinois Tool Works
4.52%
▲ 113.23%
1
Open
May 15, 2018
Apple
12.6%
▲ 456.05%
1
Open
May 15, 2018
Union Pacific
4.2%
▲ 102.78%
1
Open
May 15, 2018
Factset Research
4.94%
▲ 150.48%
1
Open
May 15, 2018
Automatic Data Processing
6.64%
▲ 181.79%
1
Open
May 15, 2018
Accenture
5.45%
▲ 158.96%
1
Open
May 15, 2018
JPMorgan Chase & Co.
5.65%
▲ 183.50%
1
Open
May 15, 2018
Walt Disney
2.32%
▲ 9.90%
1
Open
May 15, 2018
Home Depot
4.94%
▲ 140.24%
1
Open
May 15, 2018