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Growth Ideas - New Portfolio

David M. Biggs

Growth Ideas
Individual Investor
Ranked #101,671 out of 775,913 TipRanks' Investors
Success Rate
67%
40 out of 60
profitable transactions
Average Return
22.09%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.79%
6-Month Return▲ 29.52%
12-Month Return▲ 38.73%
YTD Return▲ 37.27%
Total Return▲ 74.77%

Best Trade

Opened at
Closed at-
Gain▲ 189.83%

Bio

David is the founding principal of Evergreen Wealth Management.

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 7.76%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.03%
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 1.22%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.93%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.42%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 3.34%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 20.08%
Nov 2024
▼ 5.24%
▼ 2.73%
▲ 3.81%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 7.76%
▼ 2.25%▲ 3.53%▲ 2.03%
▲ 25.71%▲ 1.21%▼ 1.22%
▼ 4.22%▲ 2.34%▼ 0.93%
▲ 7.82%▲ 2.10%▲ 4.42%
▲ 5.38%▼ 0.89%▲ 3.34%
▲ 43.22%▲ 5.96%▲ 20.08%
▼ 5.24%▼ 2.73%▲ 3.81%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Tenet Healthcare
4.22%
▼ 12.21%
2
Buy
Nov 13, 2024
Innodata Isogen
7.19%
▲ 164.28%
3
Sell
Nov 13, 2024
Vital Farms
0%
▲ 14.84%
2
Sell
Nov 13, 2024
Brinker International
4.92%
▲ 13.16%
1
Open
Nov 13, 2024
Phibro Animal Health
0.09%
▼ 14.17%
1
Open
Nov 13, 2024
Pure Storage
0%
▲ 108.90%
5
Sell
Nov 01, 2024
Ecolab
▲ 5.39%
2
Close
Nov 01, 2024
T Rowe Price
▼ 1.96%
2
Close
Nov 01, 2024
Hims & Hers Health
▲ 18.83%
4
Close
Nov 01, 2024
Amphenol
4.6%
▲ 4.24%
1
Open
Nov 01, 2024
Skyward Specialty Insurance Group, Inc.
5.2%
▲ 16.70%
1
Open
Nov 01, 2024
Booz Allen
▲ 72.13%
5
Close
Oct 03, 2024
Dell Technologies
▲ 1.71%
4
Close
Oct 03, 2024
Affirm Holdings
6.69%
▲ 46.94%
1
Open
Sep 23, 2024
Marvell
6.84%
▲ 55.96%
1
Open
Sep 23, 2024
Lantheus
4.37%
▲ 43.45%
2
Sell
Sep 19, 2024
Sprouts Farmers
8.05%
▲ 104.25%
2
Sell
Sep 19, 2024
Coinbase Global
▼ 24.76%
3
Close
Sep 19, 2024
Chewy
6.87%
▲ 16.60%
3
Sell
Sep 19, 2024
Celestica
7.78%
▲ 92.01%
1
Open
Sep 19, 2024