tiprankstipranks

Investing - New Portfolio

David Douthwaite

Investing
Individual Investor
Ranked #157,338 out of 769,002 TipRanks' Investors
Success Rate
64%
167 out of 262
profitable transactions
Average Return
5.88%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.93%
6-Month Return▲ 10.89%
12-Month Return▲ 27.62%
YTD Return▲ 21.69%
Total Return▲ 61.45%

Best Trade

Opened at
Closed at-
Gain▲ 95.72%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 5.02%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.26%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.98%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 0.85%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.15%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.49%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.42%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 3.55%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.02%
▲ 11.46%▲ 5.06%▲ 5.26%
▼ 2.25%▲ 3.53%▲ 3.98%
▲ 25.72%▲ 1.21%▲ 0.85%
▼ 4.22%▲ 2.34%▲ 2.15%
▲ 7.82%▲ 2.10%▲ 1.49%
▲ 5.70%▼ 0.89%▼ 0.42%
▲ 23.63%▲ 3.84%▲ 3.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Invesco S&P 500 High Dividend Low Volatility ETF
0.13%
▲ 9.13%
7
Buy
Oct 25, 2024
Invesco S&P 500 Low Volatility ETF
0.19%
▲ 14.72%
7
Buy
Oct 25, 2024
YieldMax AMZN Option Income Strategy ETF
1.42%
▼ 5.54%
11
Buy
Oct 25, 2024
Defiance Nasdaq 100 Enhanced Options Income ETF
1.58%
▼ 26.26%
16
Buy
Oct 25, 2024
Oracle
0.2%
▲ 11.67%
2
Buy
Oct 24, 2024
Salesforce
1.07%
▲ 24.60%
5
Buy
Oct 08, 2024
Merck & Company
0.81%
▼ 17.73%
7
Buy
Oct 07, 2024
Eli Lilly & Co
1.13%
▼ 11.40%
7
Buy
Oct 04, 2024
Exxon Mobil
1.35%
▲ 3.20%
8
Buy
Oct 04, 2024
Tesla
2.13%
▲ 67.77%
6
Buy
Oct 04, 2024
JPMorgan Chase & Co.
1.54%
▲ 17.58%
6
Buy
Oct 04, 2024
Broadcom
1.39%
▲ 13.40%
7
Buy
Oct 04, 2024
Visa
1.47%
▲ 13.28%
6
Buy
Oct 04, 2024
Berkshire Hathaway B
1.42%
▲ 9.63%
6
Buy
Oct 04, 2024
Alphabet Class C
1.13%
▼ 5.63%
7
Buy
Oct 04, 2024
UnitedHealth
1.44%
▲ 1.81%
7
Buy
Oct 04, 2024
Microsoft
1.29%
▲ 0.53%
7
Buy
Oct 04, 2024
Nvidia
1.82%
▲ 43.02%
7
Buy
Oct 04, 2024
Meta Platforms
1.49%
▲ 16.53%
6
Buy
Oct 04, 2024
Apple
1.46%
▲ 17.91%
7
Buy
Oct 04, 2024