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New Portfolio Dec 2022 - New Portfolio

David McKenzie

New Portfolio Dec 2022
Individual Investor
Ranked #43,690 out of 747,046 TipRanks' Investors
Success Rate
69%
35 out of 51
profitable transactions
Average Return
45.65%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.84%
6-Month Return▲ 24.83%
12-Month Return▲ 25.53%
YTD Return▲ 26.14%
Total Return▲ 97.01%

Best Trade

Opened at
Closed at-
Gain▲ 420.12%

Bio

Performance

24.01%0-24.01%
▲ 5.14%
▲ 4.57%
▲ 6.10%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 3.71%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 7.80%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.25%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.81%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.41%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.17%
Jun 2024
▲ 24.01%
▲ 3.79%
▼ 0.44%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 6.10%
▼ 1.87%▲ 1.59%▲ 3.71%
▲ 14.08%▲ 5.22%▲ 7.80%
▲ 5.05%▲ 3.27%▲ 4.25%
▼ 12.40%▼ 4.03%▼ 2.81%
▲ 11.46%▲ 5.06%▲ 8.41%
▼ 2.25%▲ 3.53%▲ 3.17%
▲ 24.01%▲ 3.79%▼ 0.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Invesco S&P SmallCap Momentum ETF
12.94%
▲ 11.31%
3
Buy
Jul 18, 2024
Lantheus
0.56%
▼ 1.47%
1
Open
Jul 12, 2024
Encore Wire
▲ 39.20%
5
Close
Jul 03, 2024
Nvidia
13.95%
▲ 402.39%
5
Sell
Jun 27, 2024
Amazon
10.99%
▲ 81.43%
4
Buy
Jun 24, 2024
Penske Automotive Group
▲ 0.78%
4
Close
Jun 18, 2024
Arch Capital Group
3.44%
▼ 2.91%
1
Open
Jun 18, 2024
Eni SPA
▼ 0.06%
2
Close
Jun 01, 2024
Mr Cooper Group
0.63%
▲ 6.34%
1
Open
Jun 01, 2024
ON Semiconductor
▼ 10.46%
3
Close
Apr 01, 2024
BP
3.71%
▼ 2.72%
2
Buy
Mar 25, 2024
Grayscale Ethereum Classic Trust (ETC) Registered Accred Inv
0.28%
▼ 34.36%
1
Open
Mar 06, 2024
Berkshire Hathaway B
12.46%
▲ 43.11%
3
Sell
Jan 13, 2024
Novo Nordisk
3.43%
▲ 27.02%
1
Open
Jan 13, 2024
Leonardo Drs
0.66%
▲ 47.60%
2
Sell
Dec 12, 2023
Broadcom
1.11%
▲ 47.22%
1
Open
Dec 12, 2023
Tesla
▲ 40.99%
7
Close
Nov 27, 2023
Teekay Tankers
2.92%
▲ 42.76%
2
Buy
Nov 17, 2023
Perion Network
▼ 20.29%
2
Close
Nov 17, 2023
Albemarle
▼ 51.50%
4
Close
Nov 07, 2023