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doug needham 7/1/23 - New Portfolio

doug needham

doug needham 7/1/23
Individual Investor
Ranked #58,347 out of 747,525 TipRanks' Investors
Success Rate
77%
27 out of 35
profitable transactions
Average Return
29.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 14.77%
6-Month Return▲ 54.02%
12-Month Return-
YTD Return▲ 45.79%
Total Return▲ 65.37%

Best Trade

Opened at
Closed at-
Gain▲ 368.45%

Bio

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 0.91%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.53%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 16.02%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.88%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.40%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 15.02%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.02%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 12.85%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 0.91%
▼ 1.87%▲ 1.59%▼ 1.53%
▲ 14.08%▲ 5.22%▲ 16.02%
▲ 5.05%▲ 3.27%▲ 0.88%
▼ 12.40%▼ 4.03%▼ 5.40%
▲ 11.46%▲ 5.06%▲ 15.02%
▼ 2.25%▲ 3.53%▲ 3.02%
▲ 25.65%▲ 0.88%▲ 12.85%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bitcoin
31.68%
▲ 65.08%
2
Buy
Jun 12, 2024
Alphabet Class A
8.29%
▲ 15.25%
2
Buy
Jun 11, 2024
VanEck Uranium + Nuclear Energy ETF
3.69%
▲ 2.10%
2
Buy
Jun 11, 2024
Meta Platforms
0%
▲ 57.91%
2
Sell
Jun 07, 2024
BP
▲ 8.66%
2
Close
May 15, 2024
Nano Nuclear Energy Inc.
0%
▲ 368.45%
1
Open
May 15, 2024
VanEck Uranium and Nuclear Technologies UCITS ETF Accum A USD
0%
▼ 2.96%
1
Open
May 15, 2024
VanEck Uranium + Nuclear Energy ETF
0%
▼ 7.10%
1
Open
May 15, 2024
Pioneer Natural
▲ 22.16%
2
Close
May 02, 2024
US Nuclear
▲ 9.39%
3
Close
Mar 12, 2024
Chevron
7.43%
▲ 5.89%
2
Buy
Mar 04, 2024
Marathon Digital Holdings
0%
▼ 3.81%
1
Open
Mar 04, 2024
Alibaba
0%
▲ 12.03%
1
Open
Jan 21, 2024
SPDR S&P 500 ETF Trust
0%
▲ 16.98%
1
Open
Jan 17, 2024
Nvidia
0%
▲ 110.42%
1
Open
Jan 17, 2024
Invesco QQQ Trust
0%
▲ 17.05%
1
Open
Jan 17, 2024
Amazon
0%
▲ 27.97%
1
Open
Sep 09, 2023
Tesla
11.16%
▲ 1.62%
2
Buy
Aug 17, 2023
Apple
10.47%
▲ 21.59%
2
Buy
Aug 05, 2023
Leverage Shares 3x Alphabet ETP
▲ 2.69%
2
Close
Aug 04, 2023