tiprankstipranks

US Stocks - New Portfolio

David Lazarus

US Stocks
Individual Investor
Ranked #175,921 out of 775,923 TipRanks' Investors
Success Rate
62%
29 out of 47
profitable transactions
Average Return
18.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.34%
6-Month Return▲ 11.07%
12-Month Return▲ 38.20%
YTD Return▲ 38.72%
Total Return▲ 65.22%

Best Trade

Opened at
Closed at-
Gain▲ 259.17%

Bio

Stock market researcher resident in Johannesburg South Africa. Currently manages a personal portfolio of local and foreign stocks. Portfolio construction a favorite topic.

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 5.72%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.20%
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 1.37%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.10%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.68%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 2.64%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 4.62%
Nov 2024
▲ 3.34%
▼ 1.56%
▲ 0.04%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 5.72%
▼ 2.25%▲ 3.53%▲ 5.20%
▲ 25.71%▲ 1.21%▼ 1.37%
▼ 4.22%▲ 2.34%▲ 1.10%
▲ 7.82%▲ 2.10%▲ 3.68%
▲ 5.38%▼ 0.89%▲ 2.64%
▲ 43.22%▲ 5.96%▲ 4.62%
▲ 3.34%▼ 1.56%▲ 0.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Super Micro Computer
0.83%
▼ 0.94%
3
Sell
Dec 03, 2024
Apple
13.4%
▲ 80.49%
2
Sell
Nov 27, 2024
Invesco PHLX Semiconductor ETF
▼ 3.58%
3
Close
Nov 26, 2024
Palantir Technologies
1.06%
▲ 31.27%
1
Open
Nov 21, 2024
GE Vernova Inc.
4.51%
▲ 84.96%
1
Open
Aug 17, 2024
Nvidia
7.09%
▼ 5.41%
5
Buy
Jul 26, 2024
Schwab US Dividend Equity ETF
▲ 10.26%
4
Close
Jun 08, 2024
Taiwan Semiconductor Manufacturing
5.19%
▲ 46.10%
1
Open
Mar 29, 2024
Devon Energy
▼ 14.32%
3
Close
Dec 14, 2023
Fidelity High Dividend ETF
▲ 6.84%
2
Close
Dec 14, 2023
iShares MSCI Taiwan ETF
▼ 3.08%
2
Close
Oct 06, 2023
Amazon
11.84%
▲ 96.73%
3
Sell
Jun 30, 2023
Occidental Petroleum
▲ 0.47%
3
Close
Jun 30, 2023
Walgreens Boots Alliance
▼ 28.63%
3
Close
Jun 30, 2023
NRG Energy
▼ 3.94%
2
Close
Apr 06, 2023
Altria Group
▲ 3.99%
2
Close
Apr 06, 2023
PPL
▲ 21.07%
2
Close
Apr 06, 2023
Exelixis
▲ 33.68%
2
Close
Apr 06, 2023
Brookfield Corporation
▼ 17.06%
2
Close
Apr 06, 2023
GlaxoSmithKline
▲ 10.90%
2
Close
Apr 06, 2023