tiprankstipranks

Investing - New Portfolio

David Douthwaite

Investing
Individual Investor
Ranked #220,200 out of 793,101 TipRanks' Investors
Success Rate
60%
156 out of 262
profitable transactions
Average Return
3.38%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.77%
6-Month Return▲ 3.43%
12-Month Return▲ 12.70%
YTD Return▼ 0.34%
Total Return▲ 61.15%

Best Trade

Opened at
Closed at-
Gain▲ 85.03%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.15%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.47%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.64%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.64%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 1.56%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 3.30%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.45%
Feb 2025
▲ 7.47%
▼ 3.09%
▼ 2.10%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 2.15%
▲ 2.93%▲ 2.10%▲ 1.47%
▲ 10.00%▼ 0.89%▼ 0.64%
▲ 26.01%▲ 5.96%▲ 5.64%
▲ 5.34%▼ 2.41%▼ 1.56%
▲ 5.88%▲ 2.69%▲ 3.30%
▼ 12.86%▼ 1.27%▼ 1.45%
▲ 7.47%▼ 3.09%▼ 2.10%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Invesco S&P 500 High Dividend Low Volatility ETF
0.13%
▲ 8.06%
7
Buy
Oct 25, 2024
Invesco S&P 500 Low Volatility ETF
0.19%
▲ 15.38%
7
Buy
Oct 25, 2024
YieldMax AMZN Option Income Strategy ETF
1.3%
▼ 21.48%
11
Buy
Oct 25, 2024
Defiance Nasdaq 100 Enhanced Options Income ETF
1.33%
▼ 37.57%
16
Buy
Oct 25, 2024
Oracle
0.17%
▼ 9.33%
2
Buy
Oct 24, 2024
Salesforce
0.93%
▲ 9.40%
5
Buy
Oct 08, 2024
Merck & Company
0.76%
▼ 22.06%
7
Buy
Oct 07, 2024
Eli Lilly & Co
1.33%
▲ 1.71%
7
Buy
Oct 04, 2024
Exxon Mobil
1.31%
▼ 0.68%
8
Buy
Oct 04, 2024
Tesla
1.78%
▲ 36.56%
6
Buy
Oct 04, 2024
JPMorgan Chase
1.59%
▲ 21.14%
6
Buy
Oct 04, 2024
Broadcom
1.65%
▲ 32.86%
7
Buy
Oct 04, 2024
Visa
1.66%
▲ 26.72%
6
Buy
Oct 04, 2024
Berkshire Hathaway B
1.61%
▲ 22.96%
6
Buy
Oct 04, 2024
Alphabet Class C
1.16%
▼ 9.57%
7
Buy
Oct 04, 2024
UnitedHealth
1.27%
▼ 12.43%
7
Buy
Oct 04, 2024
Microsoft
1.25%
▼ 4.89%
7
Buy
Oct 04, 2024
Nvidia
1.54%
▲ 19.02%
7
Buy
Oct 04, 2024
Meta Platforms
1.67%
▲ 27.52%
6
Buy
Oct 04, 2024
Apple
1.43%
▲ 13.65%
7
Buy
Oct 04, 2024