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DMB Ideas - New Portfolio
David M. Biggs
DMB IdeasIndividual Investor
Ranked #83,132 out of 781,107 TipRanks' Investors
Success Rate
24 out of 31
profitable transactions
profitable transactions
Average Return
35.30%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.19%
6-Month Return▲ 6.20%
12-Month Return▲ 28.48%
YTD Return▲ 4.18%
Total Return▲ 50.80%
Best Trade
Bio
David is the founding principal of Evergreen Wealth Management. With nearly 20 years of wealth management experience, he decided to start his own firm in January 2022. Specializing in retirement income needs and multi-generational wealth succession
Performance
26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 2.32%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 6.31%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 1.75%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.52%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.83%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.07%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.93%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 4.18%
Jan 2025
▲ 9.79%▲ 3.53%▲ 2.32%
▲ 8.13%▲ 1.21%▲ 6.31%
▼ 13.14%▲ 2.34%▼ 1.75%
▲ 2.93%▲ 2.10%▲ 2.52%
▲ 10.00%▼ 0.89%▼ 0.83%
▲ 26.04%▲ 5.96%▲ 5.07%
▲ 5.93%▼ 2.41%▼ 4.93%
▲ 6.90%▲ 1.96%▲ 4.18%
Recent Activity
3M
0%
▲ 83.64%
2
Sell
Jan 10, 2025
HCA Healthcare
0%
▲ 15.70%
2
Sell
Jan 10, 2025
Solo Brands Inc Class A
―
▼ 38.32%
2
Close
Jan 10, 2025
Brunswick
―
▼ 15.75%
2
Close
Jan 10, 2025
American Eagle
0%
▼ 36.27%
2
Sell
Jan 10, 2025
BRP
3.34%
▲ 1.96%
1
Open
Jan 10, 2025
ABM Industries
3.35%
▲ 5.30%
1
Open
Jan 10, 2025
Capri Holdings
3.2%
▲ 0.46%
1
Open
Jan 10, 2025
Greif Class A
3.87%
▲ 5.88%
1
Open
Jan 10, 2025
Genesco
2.94%
▼ 2.37%
1
Open
Jan 10, 2025
Johnson Controls
0%
▲ 36.66%
2
Sell
Apr 25, 2024
Meta Platforms
4.22%
▲ 39.21%
1
Open
Apr 25, 2024
Marinus
―
▲ 21.02%
2
Close
Mar 28, 2024
Dollar General
―
▼ 0.44%
2
Close
Mar 28, 2024
Charles Schwab
―
▲ 34.61%
2
Close
Mar 28, 2024
Federated Hermes
3.58%
▲ 11.96%
1
Open
Mar 28, 2024
Lantheus
5.48%
▲ 46.96%
1
Open
Mar 28, 2024
Sprouts Farmers
8.56%
▲ 115.96%
1
Open
Mar 28, 2024
AbbVie
3.92%
▲ 33.94%
1
Open
Jun 03, 2023
Pure Storage
6.31%
▲ 92.68%
1
Open
Jun 03, 2023