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Growth Ideas - New Portfolio

David M. Biggs

Growth Ideas
Individual Investor
Ranked #265,253 out of 796,461 TipRanks' Investors
Success Rate
50%
40 out of 80
profitable transactions
Average Return
6.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.64%
6-Month Return▲ 1.22%
12-Month Return▲ 19.61%
YTD Return▼ 15.12%
Total Return▲ 43.91%

Best Trade

Opened at
Closed at
Gain▲ 191.31%

Bio

David is the founding principal of Evergreen Wealth Management.

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 4.42%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 3.32%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 20.10%
Nov 2024
▲ 5.36%
▼ 2.41%
▲ 0.71%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 10.50%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.87%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 16.05%
Mar 2025
▼ 6.77%
▼ 8.14%
▼ 3.82%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 4.42%
▲ 10.00%▼ 0.89%▲ 3.32%
▲ 25.98%▲ 5.96%▲ 20.10%
▲ 5.36%▼ 2.41%▲ 0.71%
▲ 6.01%▲ 2.69%▲ 10.50%
▼ 12.86%▼ 1.27%▼ 4.87%
▼ 1.80%▼ 5.57%▼ 16.05%
▼ 6.77%▼ 8.14%▼ 3.82%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Innodata
5.1%
▲ 82.37%
5
Sell
Feb 10, 2025
Celestica
5.14%
▲ 62.12%
3
Sell
Feb 10, 2025
Couchbase
6.27%
▼ 19.20%
2
Buy
Feb 10, 2025
First Guaranty Bancshares
6.76%
▼ 6.98%
3
Buy
Feb 10, 2025
MasTec
6%
▼ 21.69%
2
Buy
Feb 10, 2025
Allegiant Travel Company
3.41%
▼ 53.71%
2
Buy
Feb 10, 2025
Pinnacle Financial Partners
5.98%
▼ 23.42%
2
Buy
Feb 10, 2025
Progressive
▲ 22.31%
2
Close
Feb 08, 2025
PayPal Holdings
▲ 7.78%
3
Close
Feb 08, 2025
Dropbox
▲ 8.74%
2
Close
Feb 08, 2025
American Airlines
4.32%
▼ 47.76%
3
Buy
Feb 08, 2025
Potbelly
4.35%
▼ 38.03%
2
Buy
Feb 08, 2025
Credo Technology Group Holding Ltd
3.42%
▼ 47.74%
2
Buy
Feb 08, 2025
Ollie's Bargain Outlet Holding
▲ 56.99%
2
Close
Jan 29, 2025
Lantheus
▲ 48.67%
3
Close
Jan 29, 2025
NetApp
▲ 16.60%
2
Close
Jan 29, 2025
Sprouts Farmers
6.23%
▲ 145.86%
3
Sell
Jan 29, 2025
Chewy
6.66%
▲ 17.16%
4
Sell
Jan 29, 2025
Amphenol
▲ 2.46%
3
Close
Jan 29, 2025
Skyward Specialty Insurance Group, Inc.
7.77%
▲ 20.92%
2
Buy
Jan 29, 2025