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Dave/Anne Portfolio - New Portfolio
David Power
Dave/Anne PortfolioIndividual Investor
Ranked #84,728 out of 769,002 TipRanks' Investors
Success Rate
234 out of 346
profitable transactions
profitable transactions
Average Return
12.92%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.59%
6-Month Return▲ 11.48%
12-Month Return▲ 27.21%
YTD Return▲ 16.84%
Total Return▲ 2.16%
Best Trade
Bio
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 11.50%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.19%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.01%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 2.39%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.58%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.45%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 2.47%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 9.43%
Nov 2024
▼ 12.40%▼ 4.03%▼ 11.50%
▲ 11.46%▲ 5.06%▲ 8.19%
▼ 2.25%▲ 3.53%▲ 2.01%
▲ 25.72%▲ 1.21%▼ 2.39%
▼ 4.22%▲ 2.34%▲ 0.58%
▲ 7.82%▲ 2.10%▲ 2.45%
▲ 5.70%▼ 0.89%▲ 2.47%
▲ 23.63%▲ 3.84%▲ 9.43%
Recent Activity
Snowflake
2.43%
▼ 18.51%
16
Buy
Nov 21, 2024
Hyliion Holdings
0.07%
▲ 0.56%
15
Buy
Nov 21, 2024
Berkshire Hathaway B
―
▲ 47.14%
10
Close
Nov 21, 2024
Vanguard Dividend Appreciation Index Fund Admiral Shs
8.26%
▲ 17.01%
56
Buy
Nov 20, 2024
Vanguard 500 Index Fd Admiral Shs
10.47%
▲ 20.80%
50
Buy
Nov 20, 2024
Shopify
2.9%
▲ 61.72%
10
Buy
Nov 12, 2024
Apple
4.02%
▲ 24.35%
6
Buy
Nov 11, 2024
Tesla
1.86%
▼ 15.59%
4
Open
Nov 11, 2024
Amazon
6.69%
▲ 35.74%
15
Buy
Nov 11, 2024
Nvidia
26.99%
▲ 83.74%
22
Buy
Nov 08, 2024
Johnson & Johnson
0.05%
▼ 9.11%
42
Open
Nov 05, 2024
Truth Social
0.08%
▼ 12.65%
6
Buy
Oct 29, 2024
Vanguard Dividend Appreciation ETF
3.34%
▲ 16.43%
8
Sell
Oct 17, 2024
Fabrinet
1.52%
▲ 2.70%
4
Buy
Sep 26, 2024
Vanguard Balanced Index Fund
0.25%
▲ 5.17%
1
Open
Aug 14, 2024
Geron
―
▲ 4.33%
9
Close
Jun 18, 2024
Plug Power
―
▼ 57.93%
24
Close
Jun 07, 2024
Vanguard S&P 500 ETF
3.43%
▲ 27.23%
5
Buy
Jun 03, 2024
Vanguard Information Technology ETF
3.3%
▲ 37.45%
6
Sell
May 24, 2024
Microsoft
2.6%
▲ 53.23%
2
Sell
May 03, 2024