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Dave/Anne Portfolio - New Portfolio

David Power

Dave/Anne Portfolio
Individual Investor
Ranked #72,159 out of 784,803 TipRanks' Investors
Success Rate
70%
287 out of 408
profitable transactions
Average Return
13.38%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 10.87%
6-Month Return▲ 25.33%
12-Month Return▲ 9.51%
YTD Return▼ 4.71%
Total Return▲ 0.23%

Best Trade

Opened at
Closed at-
Gain▲ 595.04%

Bio

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▼ 2.39%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.58%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.45%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 2.47%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 16.74%
Nov 2024
▲ 5.91%
▼ 2.41%
▼ 3.48%
Dec 2024
▲ 4.65%
▲ 2.69%
▼ 3.09%
Jan 2025
▼ 13.21%
▼ 0.01%
▼ 1.67%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▼ 2.39%
▼ 13.14%▲ 2.34%▲ 0.58%
▲ 2.93%▲ 2.10%▲ 2.45%
▲ 9.99%▼ 0.89%▲ 2.47%
▲ 26.04%▲ 5.96%▲ 16.74%
▲ 5.91%▼ 2.41%▼ 3.48%
▲ 4.65%▲ 2.69%▼ 3.09%
▼ 13.21%▼ 0.01%▼ 1.67%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Rigetti Computing
3.24%
▼ 11.40%
9
Buy
Feb 05, 2025
Vanguard Dividend Appreciation Index Fund Admiral Shs
9.12%
▲ 16.85%
69
Buy
Feb 02, 2025
Vanguard 500 Index Fd Admiral Shs
12.91%
▲ 19.02%
64
Buy
Feb 02, 2025
Palantir Technologies
3.43%
▲ 34.22%
5
Buy
Jan 29, 2025
Bitcoin
0.12%
▼ 3.19%
12
Buy
Jan 25, 2025
Vanguard S&P 500 ETF
2.59%
▲ 30.63%
6
Sell
Jan 24, 2025
Trade Desk
▲ 78.87%
8
Close
Jan 24, 2025
Vanguard Information Technology ETF
2.52%
▲ 40.28%
7
Sell
Jan 23, 2025
Apple
3.72%
▲ 21.58%
8
Sell
Jan 16, 2025
Shopify
1.49%
▲ 82.27%
12
Sell
Jan 16, 2025
Tesla
2.32%
▼ 11.42%
7
Buy
Jan 10, 2025
Hyliion Holdings
0.02%
▼ 2.74%
19
Open
Jan 10, 2025
Vanguard S&P Small-Cap 600 Value ETF
▲ 17.83%
2
Close
Jan 09, 2025
Vanguard Dividend Appreciation ETF
2.3%
▲ 19.97%
9
Sell
Jan 06, 2025
Truth Social
▼ 6.29%
7
Close
Dec 20, 2024
Fabrinet
1.47%
▼ 5.67%
5
Buy
Dec 13, 2024
Snowflake
2.54%
▲ 18.64%
16
Buy
Nov 21, 2024
Berkshire Hathaway B
▲ 48.15%
10
Close
Nov 21, 2024
Amazon
7.72%
▲ 58.01%
15
Buy
Nov 11, 2024
Nvidia
22.72%
▲ 57.23%
22
Buy
Nov 08, 2024