dougser - New Portfolio

sergio morales

dougser
Individual Investor
Ranked #269,389 out of 755,539 TipRanks' Investors
Success Rate
57%
16 out of 28
profitable transactions
Average Return
3.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.50%
6-Month Return▼ 9.15%
12-Month Return▲ 3.85%
YTD Return▼ 3.90%
Total Return▼ 0.94%

Best Trade

Opened at
Closed at-
Gain▲ 77.51%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 11.73%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 7.66%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.12%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 13.47%
May 2024
▼ 2.25%
▲ 3.53%
▼ 7.07%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 12.01%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 3.04%
Aug 2024
▼ 12.37%
▼ 4.14%
▼ 12.92%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 11.73%
▲ 5.05%▲ 3.27%▼ 7.66%
▼ 12.40%▼ 4.03%▼ 1.12%
▲ 11.46%▲ 5.06%▲ 13.47%
▼ 2.25%▲ 3.53%▼ 7.07%
▲ 25.76%▲ 1.21%▲ 12.01%
▼ 4.21%▲ 2.34%▼ 3.04%
▼ 12.37%▼ 4.14%▼ 12.92%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pioneer Natural
▲ 34.52%
2
Close
May 02, 2024
Ethereum
3.57%
▲ 15.85%
1
Open
Jul 17, 2023
Bitcoin
3.57%
▲ 77.51%
1
Open
Jul 17, 2023
Apple
3.57%
▲ 14.57%
1
Open
Jul 16, 2023
Walmart
3.57%
▲ 51.02%
1
Open
Jul 16, 2023
TotalEnergies
3.57%
▲ 21.03%
1
Open
Jul 16, 2023
Tesla
3.57%
▼ 27.43%
1
Open
Jul 16, 2023
AT&T
3.57%
▲ 65.59%
1
Open
Jul 16, 2023
SPDR S&P 500 ETF Trust
3.57%
▲ 21.53%
1
Open
Jul 16, 2023
Schlumberger
3.57%
▼ 26.11%
1
Open
Jul 16, 2023
Rivian Automotive
3.57%
▼ 44.85%
1
Open
Jul 16, 2023
Invesco QQQ Trust
3.57%
▲ 18.08%
1
Open
Jul 16, 2023
Petrochina Company
3.57%
0.00%
1
Open
Jul 16, 2023
Palantir Technologies
3.57%
▲ 74.31%
1
Open
Jul 16, 2023
Exxon Mobil
3.57%
▲ 15.95%
1
Open
Jul 16, 2023
Occidental Petroleum
3.57%
▼ 11.07%
1
Open
Jul 16, 2023
Microsoft
3.57%
▲ 17.31%
1
Open
Jul 16, 2023
Moderna
3.57%
▼ 40.55%
1
Open
Jul 16, 2023
Altria Group
3.57%
▲ 29.35%
1
Open
Jul 16, 2023
Lucid Group
3.57%
▼ 49.22%
1
Open
Jul 16, 2023