doug needham 7/1/23 - New Portfolio

doug needham

doug needham 7/1/23
Individual Investor
Ranked #61,798 out of 764,637 TipRanks' Investors
Success Rate
78%
29 out of 37
profitable transactions
Average Return
28.99%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.25%
6-Month Return▲ 34.38%
12-Month Return▲ 67.00%
YTD Return▲ 55.02%
Total Return▲ 75.85%

Best Trade

Opened at
Closed at-
Gain▲ 367.48%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 5.40%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 15.02%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.02%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 10.25%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 3.14%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.82%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 8.39%
Oct 2024
▼ 2.57%
▲ 0.42%
▼ 1.08%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.40%
▲ 11.46%▲ 5.06%▲ 15.02%
▼ 2.25%▲ 3.53%▲ 3.02%
▲ 25.72%▲ 1.21%▲ 10.25%
▼ 4.21%▲ 2.34%▼ 3.14%
▲ 7.82%▲ 2.10%▲ 4.82%
▲ 6.02%▼ 0.89%▲ 8.39%
▼ 2.57%▲ 0.42%▼ 1.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Range Nuclear Renaissance Index ETF
87.71%
▲ 12.69%
1
Open
Oct 02, 2024
China Nuclear Energy Technology Corporation Limited
0.11%
▼ 4.82%
1
Open
Oct 02, 2024
Bitcoin
1.46%
▲ 69.51%
2
Buy
Jun 12, 2024
Alphabet Class A
0.36%
▲ 11.26%
2
Buy
Jun 11, 2024
VanEck Uranium + Nuclear Energy ETF
0.18%
▲ 16.23%
2
Buy
Jun 11, 2024
Meta Platforms
0%
▲ 88.02%
2
Sell
Jun 07, 2024
BP
▲ 8.66%
2
Close
May 15, 2024
Nano Nuclear Energy Inc.
0%
▲ 367.48%
1
Open
May 15, 2024
VanEck Uranium and Nuclear Technologies UCITS ETF Accum A USD
0%
▲ 16.93%
1
Open
May 15, 2024
VanEck Uranium + Nuclear Energy ETF
0%
▲ 7.07%
1
Open
May 15, 2024
Pioneer Natural
▲ 22.16%
2
Close
May 02, 2024
US Nuclear
▲ 9.39%
3
Close
Mar 12, 2024
Chevron
0.33%
▲ 2.98%
2
Buy
Mar 04, 2024
Marathon Digital Holdings
0%
▼ 37.34%
1
Open
Mar 04, 2024
Alibaba
0%
▲ 45.24%
1
Open
Jan 21, 2024
SPDR S&P 500 ETF Trust
0%
▲ 22.05%
1
Open
Jan 17, 2024
Nvidia
0%
▲ 141.61%
1
Open
Jan 17, 2024
Invesco QQQ Trust
0%
▲ 20.22%
1
Open
Jan 17, 2024
Amazon
0%
▲ 38.32%
1
Open
Sep 09, 2023
Tesla
0.51%
▲ 5.78%
2
Buy
Aug 17, 2023