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New Portfolio Dec 2022 - New Portfolio

David McKenzie

New Portfolio Dec 2022
Individual Investor
Ranked #62,766 out of 769,002 TipRanks' Investors
Success Rate
64%
35 out of 55
profitable transactions
Average Return
49.05%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.35%
6-Month Return▲ 6.85%
12-Month Return▲ 35.63%
YTD Return▲ 29.15%
Total Return▲ 101.71%

Best Trade

Opened at
Closed at-
Gain▲ 543.17%

Bio

Chemical Engineer with major construction and business development background. Dallas based independent investor and advisor.

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 2.81%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.41%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.17%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 1.04%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.22%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.43%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.75%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 4.62%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.81%
▲ 11.46%▲ 5.06%▲ 8.41%
▼ 2.25%▲ 3.53%▲ 3.17%
▲ 25.72%▲ 1.21%▼ 1.04%
▼ 4.22%▲ 2.34%▼ 0.22%
▲ 7.82%▲ 2.10%▲ 0.43%
▲ 5.70%▼ 0.89%▼ 1.75%
▲ 23.63%▲ 3.84%▲ 4.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BP
▼ 18.15%
3
Close
Nov 11, 2024
Fundstrat Granny Shots US Large Cap ETF
2.8%
▼ 1.84%
1
Open
Nov 11, 2024
Grayscale Ethereum Classic Trust (ETC) Registered Accred Inv
▼ 54.30%
2
Close
Oct 23, 2024
Invesco QQQ Trust
16.45%
▲ 70.97%
5
Sell
Oct 11, 2024
Vistra Energy
2.35%
▲ 23.42%
1
Open
Oct 11, 2024
Cheniere Energy
5.37%
▲ 15.91%
1
Open
Oct 11, 2024
Invesco S&P SmallCap Momentum ETF
13.26%
▲ 17.60%
3
Buy
Jul 18, 2024
Lantheus
0.38%
▼ 29.95%
1
Open
Jul 12, 2024
Encore Wire
▲ 39.20%
5
Close
Jul 03, 2024
Nvidia
15.93%
▲ 521.24%
5
Sell
Jun 27, 2024
Amazon
10.87%
▲ 95.86%
4
Buy
Jun 24, 2024
Penske Automotive Group
▲ 0.78%
4
Close
Jun 18, 2024
Arch Capital Group
3.21%
▼ 0.15%
1
Open
Jun 18, 2024
Eni SPA
▼ 0.06%
2
Close
Jun 01, 2024
Mr Cooper Group
0.64%
▲ 16.65%
1
Open
Jun 01, 2024
ON Semiconductor
▼ 10.46%
3
Close
Apr 01, 2024
Berkshire Hathaway B
12.3%
▲ 50.57%
3
Sell
Jan 13, 2024
Novo Nordisk
2.5%
▼ 1.00%
1
Open
Jan 13, 2024
Leonardo Drs
0.78%
▲ 84.49%
2
Sell
Dec 12, 2023
Broadcom
1.07%
▲ 54.59%
1
Open
Dec 12, 2023