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New Portfolio Dec 2022 - New Portfolio

David McKenzie

New Portfolio Dec 2022
Individual Investor
Ranked #68,247 out of 775,923 TipRanks' Investors
Success Rate
62%
34 out of 55
profitable transactions
Average Return
48.05%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.72%
6-Month Return▲ 0.71%
12-Month Return▲ 27.12%
YTD Return▲ 27.67%
Total Return▲ 99.40%

Best Trade

Opened at
Closed at-
Gain▲ 493.89%

Bio

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

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 8.41%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.17%
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 1.04%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.22%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.43%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.75%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 5.71%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 2.16%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 8.41%
▼ 2.25%▲ 3.53%▲ 3.17%
▲ 25.71%▲ 1.21%▼ 1.04%
▼ 4.22%▲ 2.34%▼ 0.22%
▲ 7.82%▲ 2.10%▲ 0.43%
▲ 5.38%▼ 0.89%▼ 1.75%
▲ 43.22%▲ 5.96%▲ 5.71%
▲ 3.34%▼ 1.56%▼ 2.16%

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
2.82%
▼ 1.74%
1
Open
Nov 11, 2024
Grayscale Ethereum Classic Trust (ETC) Registered Accred Inv
▼ 54.30%
2
Close
Oct 23, 2024
Invesco QQQ Trust
17.2%
▲ 76.24%
5
Sell
Oct 11, 2024
Vistra Energy
2.01%
▲ 11.88%
1
Open
Oct 11, 2024
Cheniere Energy
5.08%
▲ 9.74%
1
Open
Oct 11, 2024
Invesco S&P SmallCap Momentum ETF
12.51%
▲ 10.56%
3
Buy
Jul 18, 2024
Lantheus
0.39%
▼ 27.66%
1
Open
Jul 12, 2024
Encore Wire
▲ 39.20%
5
Close
Jul 03, 2024
Nvidia
14.89%
▲ 473.64%
5
Sell
Jun 27, 2024
Amazon
12.55%
▲ 117.14%
4
Buy
Jun 24, 2024
Penske Automotive Group
▲ 0.78%
4
Close
Jun 18, 2024
Arch Capital Group
3.02%
▼ 5.07%
1
Open
Jun 18, 2024
Eni SPA
▼ 0.06%
2
Close
Jun 01, 2024
Mr Cooper Group
0.63%
▲ 14.31%
1
Open
Jun 01, 2024
ON Semiconductor
▼ 10.46%
3
Close
Apr 01, 2024
Berkshire Hathaway B
12.02%
▲ 45.55%
3
Sell
Jan 13, 2024
Novo Nordisk
2.1%
▼ 20.06%
1
Open
Jan 13, 2024
Leonardo Drs
0.73%
▲ 74.04%
2
Sell
Dec 12, 2023
Broadcom
1.46%
▲ 109.08%
1
Open
Dec 12, 2023