New Portfolio Dec 2022 - New Portfolio

David McKenzie

New Portfolio Dec 2022
Individual Investor
Ranked #150,950 out of 794,476 TipRanks' Investors
Success Rate
51%
35 out of 69
profitable transactions
Average Return
25.33%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 11.74%
6-Month Return▼ 3.75%
12-Month Return▲ 4.87%
YTD Return▼ 4.74%
Total Return▲ 90.36%

Best Trade

Opened at
Closed at-
Gain▲ 348.87%

Bio

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

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 0.43%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.95%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.60%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 1.64%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 3.63%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.66%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.52%
Mar 2025
▼ 4.32%
▼ 4.06%
▼ 3.08%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 0.43%
▲ 10.00%▼ 0.89%▼ 1.95%
▲ 26.01%▲ 5.96%▲ 5.60%
▲ 5.33%▼ 2.41%▼ 1.64%
▲ 5.87%▲ 2.69%▲ 3.63%
▼ 12.86%▼ 1.27%▼ 4.66%
▼ 1.80%▼ 5.57%▼ 0.52%
▼ 4.32%▼ 4.06%▼ 3.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bitcoin
4.36%
▼ 15.18%
1
Open
Feb 06, 2025
Amazon
9.5%
▲ 72.24%
5
Sell
Feb 05, 2025
Microsoft
8.94%
▲ 38.24%
5
Buy
Feb 05, 2025
Tesla
7.11%
▲ 26.92%
8
Open
Feb 05, 2025
Invesco QQQ Trust
▲ 79.31%
6
Close
Feb 05, 2025
Nvidia
9.48%
▲ 245.56%
6
Buy
Feb 05, 2025
Berkshire Hathaway B
▲ 52.14%
4
Close
Feb 05, 2025
Group 1 Automotive
6.44%
▲ 9.92%
2
Buy
Feb 05, 2025
Broadcom
8.2%
▲ 6.63%
2
Buy
Feb 05, 2025
Invesco S&P SmallCap Momentum ETF
▲ 16.56%
5
Close
Feb 05, 2025
Novo Nordisk
▼ 19.38%
2
Close
Feb 05, 2025
Mr Cooper Group
3.19%
▲ 43.50%
2
Buy
Feb 05, 2025
Vistra Energy
2.59%
▼ 25.09%
2
Buy
Feb 05, 2025
Cheniere Energy
11.72%
▲ 5.77%
2
Buy
Feb 05, 2025
Baker Hughes Company
2.61%
▼ 14.66%
2
Buy
Feb 05, 2025
Costco
10.3%
▼ 7.17%
1
Open
Feb 05, 2025
Meta Platforms
7.08%
▼ 24.51%
1
Open
Feb 05, 2025
Teekay Tankers
▼ 4.23%
3
Close
Feb 03, 2025
Fundstrat Granny Shots US Large Cap ETF
3.26%
▼ 15.33%
2
Buy
Feb 03, 2025
BP
▼ 18.15%
3
Close
Nov 11, 2024