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Growth Ideas - New Portfolio

David M. Biggs

Growth Ideas
Individual Investor
Ranked #195,804 out of 747,498 TipRanks' Investors
Success Rate
60%
25 out of 42
profitable transactions
Average Return
12.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.32%
6-Month Return▲ 9.92%
12-Month Return▲ 16.77%
YTD Return▲ 4.59%
Total Return▲ 33.16%

Best Trade

Opened at
Closed at-
Gain▲ 165.98%

Bio

David is the founding principal of Evergreen Wealth Management.

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 8.82%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 5.22%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.30%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.88%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.89%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.76%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.03%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 0.29%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 8.82%
▼ 1.87%▲ 1.59%▼ 5.22%
▲ 14.08%▲ 5.22%▲ 4.30%
▲ 5.05%▲ 3.27%▲ 0.88%
▼ 12.40%▼ 4.03%▼ 4.89%
▲ 11.46%▲ 5.06%▲ 7.76%
▼ 2.25%▲ 3.53%▲ 2.03%
▲ 25.65%▲ 0.88%▲ 0.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pure Storage
5.93%
▲ 165.98%
3
Sell
Jul 03, 2024
MoneyLion
4.36%
▼ 12.33%
1
Open
Jul 03, 2024
Resmed
▲ 1.74%
2
Close
Jun 26, 2024
Nomad Foods
▼ 3.69%
2
Close
Jun 26, 2024
Hims & Hers Health
4.58%
▼ 9.93%
1
Open
Jun 26, 2024
Chewy
4.07%
▼ 12.46%
1
Open
Jun 26, 2024
American Eagle
▼ 16.03%
2
Close
Jun 06, 2024
Tenet Healthcare
4.61%
▼ 1.05%
1
Open
Jun 06, 2024
Cencora
▼ 1.31%
2
Close
May 23, 2024
Federated Hermes
▼ 6.25%
2
Close
May 23, 2024
Ecolab
4.79%
▲ 4.55%
1
Open
May 23, 2024
T Rowe Price
5.09%
▼ 0.76%
1
Open
May 23, 2024
Avery Dennison
▲ 29.38%
3
Close
Apr 30, 2024
Solo Brands Inc Class A
▼ 49.11%
4
Close
Apr 30, 2024
NetEase
▼ 0.49%
3
Close
Apr 30, 2024
Lamb Weston Holdings
▼ 18.97%
3
Close
Apr 30, 2024
Progressive
5.31%
▲ 5.38%
1
Open
Apr 30, 2024
Meta Platforms
5.52%
▲ 8.13%
1
Open
Apr 25, 2024
Coinbase Global
6.46%
▲ 15.29%
1
Open
Apr 25, 2024
Agnico Eagle
▲ 8.94%
2
Close
Mar 28, 2024