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Dave/Anne Portfolio - New Portfolio
David Power
Dave/Anne PortfolioIndividual Investor
Ranked #77,029 out of 765,504 TipRanks' Investors
Success Rate
234 out of 340
profitable transactions
profitable transactions
Average Return
12.48%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 8.73%
6-Month Return▲ 13.89%
12-Month Return▲ 19.84%
YTD Return▲ 13.50%
Total Return▼ 0.76%
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
▼ 4.21%
▲ 2.34%
▲ 0.58%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.45%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 2.47%
Oct 2024
▲ 12.58%
▲ 1.42%
▲ 6.30%
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%
▼ 4.21%▲ 2.34%▲ 0.58%
▲ 7.82%▲ 2.10%▲ 2.45%
▲ 6.02%▼ 0.89%▲ 2.47%
▲ 12.58%▲ 1.42%▲ 6.30%
Recent Activity
Johnson & Johnson
0.05%
▼ 9.03%
42
Open
Nov 05, 2024
Vanguard Dividend Appreciation Index Fund Admiral Shs
8.2%
▲ 18.57%
55
Buy
Nov 05, 2024
Vanguard 500 Index Fd Admiral Shs
10.02%
▲ 20.95%
49
Buy
Nov 05, 2024
Truth Social
0.07%
▼ 4.57%
6
Buy
Oct 29, 2024
Nvidia
27.47%
▲ 87.43%
21
Buy
Oct 20, 2024
Vanguard Dividend Appreciation ETF
3.37%
▲ 17.96%
8
Sell
Oct 17, 2024
Shopify
2.33%
▲ 33.27%
9
Buy
Oct 05, 2024
Hyliion Holdings
0.02%
▼ 0.78%
13
Open
Oct 05, 2024
Fabrinet
1.74%
▲ 11.97%
4
Buy
Sep 26, 2024
Snowflake
0.38%
▼ 23.37%
15
Sell
Aug 28, 2024
Apple
3.98%
▲ 25.12%
5
Buy
Aug 20, 2024
Vanguard Balanced Index Fund
0.25%
▲ 5.15%
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
3.46%
▲ 27.33%
5
Buy
Jun 03, 2024
Berkshire Hathaway B
3.8%
▲ 47.16%
8
Buy
Jun 03, 2024
Vanguard Information Technology ETF
3.34%
▲ 37.49%
6
Sell
May 24, 2024
Microsoft
2.69%
▲ 54.96%
2
Sell
May 03, 2024
Vanguard High Dividend Yield Index ETF
―
▲ 11.04%
5
Close
May 02, 2024
Amazon
7.04%
▲ 41.30%
14
Buy
May 02, 2024