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Dave/Anne Portfolio - New Portfolio

David Power

Dave/Anne Portfolio
Individual Investor
Ranked #131,995 out of 777,622 TipRanks' Investors
Success Rate
62%
235 out of 377
profitable transactions
Average Return
11.61%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.37%
6-Month Return▲ 14.46%
12-Month Return▲ 23.24%
YTD Return▲ 1.21%
Total Return▲ 6.47%

Best Trade

Opened at
Closed at-
Gain▲ 647.72%

Bio

Performance

26.04%0-26.04%
▲ 5.91%
▲ 5.06%
▲ 8.19%
May 2024
▲ 9.79%
▲ 3.53%
▲ 2.01%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 2.39%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.58%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.45%
Sep 2024
▲ 10.03%
▼ 0.89%
▲ 2.47%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 16.74%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 3.48%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.91%▲ 5.06%▲ 8.19%
▲ 9.79%▲ 3.53%▲ 2.01%
▲ 8.13%▲ 1.21%▼ 2.39%
▼ 13.14%▲ 2.34%▲ 0.58%
▲ 2.93%▲ 2.10%▲ 2.45%
▲ 10.03%▼ 0.89%▲ 2.47%
▲ 26.04%▲ 5.96%▲ 16.74%
▲ 5.97%▼ 2.41%▼ 3.48%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Rigetti Computing
0.11%
0.00%
1
Open
Jan 03, 2025
Vanguard Dividend Appreciation Index Fund Admiral Shs
8.52%
▲ 13.52%
64
Buy
Jan 02, 2025
Vanguard 500 Index Fd Admiral Shs
11.74%
▲ 17.14%
59
Buy
Jan 02, 2025
Bitcoin
0.09%
▼ 4.46%
6
Buy
Jan 01, 2025
Palantir Technologies
0.13%
▼ 7.15%
2
Buy
Dec 24, 2024
Truth Social
▼ 6.29%
7
Close
Dec 20, 2024
Shopify
3%
▲ 59.21%
11
Buy
Dec 17, 2024
Apple
4.35%
▲ 30.97%
7
Buy
Dec 13, 2024
Tesla
1.28%
▼ 11.86%
6
Open
Dec 13, 2024
Hyliion Holdings
▼ 3.02%
18
Close
Dec 13, 2024
Fabrinet
1.52%
▼ 2.98%
5
Buy
Dec 13, 2024
Snowflake
2.23%
▼ 3.03%
16
Buy
Nov 21, 2024
Berkshire Hathaway B
▲ 48.15%
10
Close
Nov 21, 2024
Amazon
7.39%
▲ 46.79%
15
Buy
Nov 11, 2024
Nvidia
25.33%
▲ 69.15%
22
Buy
Nov 08, 2024
Johnson & Johnson
0.05%
▼ 9.23%
42
Open
Nov 05, 2024
Vanguard Dividend Appreciation ETF
3.22%
▲ 15.24%
8
Sell
Oct 17, 2024
Vanguard Balanced Index Fund
0.24%
▲ 1.27%
1
Open
Aug 14, 2024
Geron
▲ 4.33%
9
Close
Jun 18, 2024
Plug Power
▼ 57.93%
24
Close
Jun 07, 2024