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New Portfolio Jun 2023 - New Portfolio

David Lacombe

New Portfolio Jun 2023
Individual Investor
Ranked #151,021 out of 797,087 TipRanks' Investors
Success Rate
64%
14 out of 22
profitable transactions
Average Return
30.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.40%
6-Month Return▲ 1.31%
12-Month Return▲ 14.87%
YTD Return▼ 5.45%
Total Return▲ 109.80%

Best Trade

Opened at
Closed at-
Gain▲ 265.93%

Bio

Performance

25.97%0-25.97%
▲ 2.92%
▲ 2.10%
▲ 1.69%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 4.37%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 12.08%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 2.52%
Dec 2024
▲ 6.04%
▲ 2.69%
▼ 0.62%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.15%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 2.69%
Mar 2025
▲ 3.87%
▼ 1.56%
▼ 3.34%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 1.69%
▲ 10.00%▼ 0.89%▲ 4.37%
▲ 25.97%▲ 5.96%▲ 12.08%
▲ 5.39%▼ 2.41%▼ 2.52%
▲ 6.04%▲ 2.69%▼ 0.62%
▼ 12.86%▼ 1.27%▼ 4.15%
▼ 1.80%▼ 5.57%▲ 2.69%
▲ 3.87%▼ 1.56%▼ 3.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pioneer Natural
▲ 34.91%
2
Close
May 02, 2024
Exxon Mobil
0.01%
▲ 4.14%
2
Buy
May 02, 2024
Ethereum
0.01%
▼ 0.55%
2
Buy
Jul 08, 2023
Microsoft
0.39%
▲ 18.74%
2
Buy
Jul 07, 2023
Coca-Cola
0.01%
▲ 26.92%
1
Open
Jul 07, 2023
Silvergate Capital
0.01%
▼ 46.00%
1
Open
Jul 07, 2023
BP
0.01%
▼ 9.25%
1
Open
Jul 07, 2023
Conocophillips
0.01%
▼ 6.59%
1
Open
Jul 07, 2023
Chevron
0.01%
▼ 3.21%
1
Open
Jul 07, 2023
Occidental Petroleum
0.01%
▼ 29.25%
1
Open
Jul 07, 2023
Petrochina Company
0%
0.00%
1
Open
Jul 07, 2023
Schlumberger
0.01%
▼ 32.60%
1
Open
Jul 07, 2023
TotalEnergies
0.01%
▲ 14.97%
1
Open
Jul 07, 2023
Bitcoin
99.57%
▲ 265.71%
2
Buy
Jun 12, 2023
Apple
0.01%
▲ 14.86%
1
Open
Jun 10, 2023
Alibaba
0.01%
▲ 44.98%
1
Open
Jun 10, 2023
Invesco QQQ Trust
0.01%
▲ 32.77%
1
Open
Jun 10, 2023
SPDR S&P 500 ETF Trust
0.01%
▲ 30.41%
1
Open
Jun 10, 2023
Tesla
0.01%
▲ 14.06%
1
Open
Jun 10, 2023