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New Portfolio - New Portfolio

David Morgan HOUSTON MISSISSIPPI

New Portfolio
Individual Investor
Ranked #229,288 out of 775,923 TipRanks' Investors
Success Rate
63%
40 out of 64
profitable transactions
Average Return
3.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 13.16%
6-Month Return▲ 37.91%
12-Month Return-
YTD Return▲ 46.28%
Total Return▲ 46.28%

Best Trade

Opened at
Closed at-
Gain▲ 56.65%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▼ 0.29%
May 2024
▼ 2.25%
▲ 3.53%
▲ 8.35%
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 1.19%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.82%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.74%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 4.72%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 21.87%
Nov 2024
▲ 3.34%
▼ 1.56%
▲ 3.66%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▼ 0.29%
▼ 2.25%▲ 3.53%▲ 8.35%
▲ 25.71%▲ 1.21%▼ 1.19%
▼ 4.22%▲ 2.34%▲ 2.82%
▲ 7.82%▲ 2.10%▲ 0.74%
▲ 5.38%▼ 0.89%▲ 4.72%
▲ 43.22%▲ 5.96%▲ 21.87%
▲ 3.34%▼ 1.56%▲ 3.66%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Yellow Pages
▲ 3.08%
2
Close
Oct 31, 2024
Alphabet Class A
▲ 2.60%
8
Close
Oct 30, 2024
Meta Platforms
▼ 0.14%
8
Close
Oct 27, 2024
Walmart
▲ 2.52%
2
Close
Oct 23, 2024
Nvidia
26.28%
▲ 2.97%
7
Buy
Oct 21, 2024
JPMorgan Chase & Co.
0%
▲ 6.24%
1
Open
Oct 16, 2024
Bitcoin
0%
▲ 13.82%
8
Open
Oct 05, 2024
Apple
0%
▲ 4.95%
8
Open
Oct 04, 2024
Microsoft
0%
▲ 2.13%
7
Open
Oct 04, 2024
Siemens AG
73.64%
▼ 0.82%
1
Open
Oct 01, 2024
Invesco QQQ Trust
0%
▲ 2.18%
7
Open
Sep 24, 2024
Citigroup
0%
▲ 11.54%
1
Open
Sep 21, 2024
Ethereum
0%
▲ 15.31%
6
Open
Sep 20, 2024
Alibaba
0%
▼ 2.07%
7
Open
Sep 19, 2024
DigitalOcean Holdings
▲ 8.09%
2
Close
Sep 16, 2024
Guidewire
0%
▲ 1.89%
1
Open
Sep 16, 2024
Amazon
0%
▲ 4.91%
6
Open
Sep 15, 2024
SPDR S&P 500 ETF Trust
0%
▲ 1.83%
6
Open
Sep 15, 2024
Alphabet Class C
▼ 1.40%
3
Close
Aug 19, 2024
Tesla
▲ 7.16%
2
Close
Aug 19, 2024