New Portfolio Jun 2023 - New Portfolio

David Lacombe

New Portfolio Jun 2023
Individual Investor
Ranked #115,989 out of 755,539 TipRanks' Investors
Success Rate
68%
15 out of 22
profitable transactions
Average Return
26.12%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.25%
6-Month Return▲ 1.48%
12-Month Return▲ 52.30%
YTD Return▲ 21.60%
Total Return▲ 64.68%

Best Trade

Opened at
Closed at-
Gain▲ 154.00%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 16.62%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.18%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.12%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 11.78%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.01%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 12.08%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.88%
Aug 2024
▼ 12.37%
▼ 4.14%
▼ 11.91%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 16.62%
▲ 5.05%▲ 3.27%▲ 2.18%
▼ 12.40%▼ 4.03%▼ 4.12%
▲ 11.46%▲ 5.06%▲ 11.78%
▼ 2.25%▲ 3.53%▼ 4.01%
▲ 25.76%▲ 1.21%▲ 12.08%
▼ 4.21%▲ 2.34%▲ 0.88%
▼ 12.37%▼ 4.14%▼ 11.91%

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%
▲ 6.21%
2
Buy
May 02, 2024
Ethereum
0.01%
▲ 23.89%
2
Buy
Jul 08, 2023
Microsoft
0.69%
▲ 21.24%
2
Buy
Jul 07, 2023
Coca-Cola
0.01%
▲ 22.86%
1
Open
Jul 07, 2023
Silvergate Capital
0.02%
▲ 154.00%
1
Open
Jul 07, 2023
BP
0.01%
▼ 5.09%
1
Open
Jul 07, 2023
Conocophillips
0.01%
▲ 6.37%
1
Open
Jul 07, 2023
Chevron
0.01%
▼ 5.36%
1
Open
Jul 07, 2023
Occidental Petroleum
0.01%
▼ 10.04%
1
Open
Jul 07, 2023
Petrochina Company
0%
0.00%
1
Open
Jul 07, 2023
Schlumberger
0.01%
▼ 21.73%
1
Open
Jul 07, 2023
TotalEnergies
0.01%
▲ 22.93%
1
Open
Jul 07, 2023
Bitcoin
99.21%
▲ 108.84%
2
Buy
Jun 12, 2023
Apple
0.01%
▲ 20.93%
1
Open
Jun 10, 2023
Alibaba
0.01%
▼ 2.15%
1
Open
Jun 10, 2023
Invesco QQQ Trust
0.01%
▲ 25.50%
1
Open
Jun 10, 2023
SPDR S&P 500 ETF Trust
0.01%
▲ 26.78%
1
Open
Jun 10, 2023
Tesla
0.01%
▼ 15.65%
1
Open
Jun 10, 2023