tiprankstipranks

Investing - New Portfolio

David Douthwaite

Investing
Individual Investor
Ranked #310,330 out of 775,923 TipRanks' Investors
Success Rate
53%
138 out of 262
profitable transactions
Average Return
6.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.34%
6-Month Return▲ 9.55%
12-Month Return▲ 23.09%
YTD Return▲ 22.89%
Total Return▲ 63.04%

Best Trade

Opened at
Closed at-
Gain▲ 130.81%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 5.27%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.93%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 0.85%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.15%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.47%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.60%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 5.64%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 0.77%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 5.27%
▼ 2.25%▲ 3.53%▲ 3.93%
▲ 25.71%▲ 1.21%▲ 0.85%
▼ 4.22%▲ 2.34%▲ 2.15%
▲ 7.82%▲ 2.10%▲ 1.47%
▲ 5.38%▼ 0.89%▼ 0.60%
▲ 43.22%▲ 5.96%▲ 5.64%
▲ 3.34%▼ 1.56%▼ 0.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Invesco S&P 500 High Dividend Low Volatility ETF
0.13%
▲ 5.20%
7
Buy
Oct 25, 2024
Invesco S&P 500 Low Volatility ETF
0.18%
▲ 10.56%
7
Buy
Oct 25, 2024
YieldMax AMZN Option Income Strategy ETF
1.47%
▼ 9.72%
11
Buy
Oct 25, 2024
Defiance Nasdaq 100 Enhanced Options Income ETF
1.51%
▼ 28.86%
16
Buy
Oct 25, 2024
Oracle
0.18%
▼ 0.67%
2
Buy
Oct 24, 2024
Salesforce
1.09%
▲ 31.47%
5
Buy
Oct 08, 2024
Merck & Company
0.79%
▼ 17.21%
7
Buy
Oct 07, 2024
Eli Lilly & Co
1.16%
▼ 9.71%
7
Buy
Oct 04, 2024
Exxon Mobil
1.17%
▼ 9.19%
8
Buy
Oct 04, 2024
Tesla
2.64%
▲ 106.54%
6
Buy
Oct 04, 2024
JPMorgan Chase & Co.
1.5%
▲ 16.03%
6
Buy
Oct 04, 2024
Broadcom
1.87%
▲ 53.38%
7
Buy
Oct 04, 2024
Visa
1.51%
▲ 17.08%
6
Buy
Oct 04, 2024
Berkshire Hathaway B
1.36%
▲ 5.97%
6
Buy
Oct 04, 2024
Alphabet Class C
1.29%
▲ 2.69%
7
Buy
Oct 04, 2024
UnitedHealth
1.21%
▼ 15.20%
7
Buy
Oct 04, 2024
Microsoft
1.36%
▲ 5.64%
7
Buy
Oct 04, 2024
Nvidia
1.67%
▲ 32.05%
7
Buy
Oct 04, 2024
Meta Platforms
1.55%
▲ 20.60%
6
Buy
Oct 04, 2024
Apple
1.62%
▲ 31.04%
7
Buy
Oct 04, 2024