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Dave/Anne Portfolio - New Portfolio
David Power
Dave/Anne PortfolioIndividual Investor
Ranked #136,489 out of 747,498 TipRanks' Investors
Success Rate
182 out of 295
profitable transactions
profitable transactions
Average Return
6.78%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.73%
6-Month Return▲ 5.00%
12-Month Return▼ 6.95%
YTD Return▲ 1.52%
Total Return▼ 11.23%
Best Trade
Bio
Performance
25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 4.79%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 2.27%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.39%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.30%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 11.50%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.19%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.00%
Jun 2024
▲ 25.65%
▲ 0.88%
▼ 1.98%
Jul 2024
▲ 5.14%▲ 4.57%▲ 4.79%
▼ 1.87%▲ 1.59%▲ 2.27%
▲ 14.08%▲ 5.22%▲ 3.39%
▲ 5.05%▲ 3.27%▲ 0.30%
▼ 12.40%▼ 4.03%▼ 11.50%
▲ 11.46%▲ 5.06%▲ 8.19%
▼ 2.25%▲ 3.53%▲ 2.00%
▲ 25.65%▲ 0.88%▼ 1.98%
Recent Activity
Shopify
1.63%
▲ 10.56%
6
Buy
Jul 16, 2024
Vanguard Dividend Appreciation Index Fund Admiral Shs
7.62%
▲ 13.81%
43
Buy
Jul 11, 2024
Vanguard 500 Index Fd Admiral Shs
7.9%
▲ 18.74%
34
Buy
Jul 11, 2024
Nvidia
24.24%
▲ 71.76%
16
Buy
Jul 10, 2024
Snowflake
2.85%
▼ 18.05%
14
Buy
Jul 01, 2024
Geron
―
▲ 4.33%
9
Close
Jun 18, 2024
Fabrinet
1.74%
▲ 17.07%
2
Sell
Jun 11, 2024
Plug Power
―
▼ 57.93%
24
Close
Jun 07, 2024
Vanguard Dividend Appreciation ETF
3.57%
▲ 16.46%
5
Buy
Jun 06, 2024
Vanguard S&P 500 ETF
3.72%
▲ 17.46%
5
Buy
Jun 03, 2024
Hyliion Holdings
―
▼ 1.34%
12
Close
Jun 03, 2024
Berkshire Hathaway B
4.16%
▲ 36.35%
8
Buy
Jun 03, 2024
Johnson & Johnson
―
▼ 9.26%
41
Close
May 29, 2024
Vanguard Information Technology ETF
3.61%
▲ 28.28%
6
Sell
May 24, 2024
Apple
4.49%
▲ 32.61%
4
Buy
May 07, 2024
Microsoft
3.24%
▲ 60.92%
2
Sell
May 03, 2024
Vanguard High Dividend Yield Index ETF
―
▲ 11.05%
5
Close
May 02, 2024
Amazon
7.08%
▲ 24.95%
14
Buy
May 02, 2024
Truth Social
―
▲ 0.28%
4
Close
Apr 03, 2024
Southwest Airlines
―
▼ 24.12%
2
Close
Mar 18, 2024