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New Portfolio - New Portfolio

David Morgan HOUSTON MISSISSIPPI

New Portfolio
Individual Investor
Ranked #256,179 out of 769,002 TipRanks' Investors
Success Rate
61%
39 out of 64
profitable transactions
Average Return
3.38%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.00%
6-Month Return-
12-Month Return-
YTD Return▲ 29.92%
Total Return▲ 29.92%

Best Trade

Opened at
Closed at-
Gain▲ 55.08%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 0.29%
May 2024
▼ 2.25%
▲ 3.53%
▲ 8.35%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 1.19%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.82%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.74%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 4.78%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 12.14%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%▼ 0.29%
▼ 2.25%▲ 3.53%▲ 8.35%
▲ 25.72%▲ 1.21%▼ 1.19%
▼ 4.22%▲ 2.34%▲ 2.82%
▲ 7.82%▲ 2.10%▲ 0.74%
▲ 5.70%▼ 0.89%▲ 4.78%
▲ 21.94%▲ 3.81%▲ 12.14%

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
▲ 0.81%
8
Close
Oct 30, 2024
Meta Platforms
▼ 0.63%
8
Close
Oct 27, 2024
Walmart
▲ 2.52%
2
Close
Oct 23, 2024
Nvidia
29.34%
▲ 8.34%
7
Buy
Oct 21, 2024
JPMorgan Chase & Co.
0%
▲ 7.66%
1
Open
Oct 16, 2024
Bitcoin
0%
▲ 13.42%
8
Open
Oct 05, 2024
Apple
0%
▲ 3.07%
8
Open
Oct 04, 2024
Microsoft
0%
▲ 0.81%
7
Open
Oct 04, 2024
Siemens AG
70.57%
▼ 5.98%
1
Open
Oct 01, 2024
Invesco QQQ Trust
0%
▲ 1.38%
7
Open
Sep 24, 2024
Citigroup
0%
▲ 10.08%
1
Open
Sep 21, 2024
Ethereum
0%
▲ 9.71%
6
Open
Sep 20, 2024
Alibaba
0%
▼ 0.80%
7
Open
Sep 19, 2024
DigitalOcean Holdings
▲ 8.09%
2
Close
Sep 16, 2024
Guidewire
0%
▲ 14.16%
1
Open
Sep 16, 2024
Amazon
0%
▲ 1.92%
6
Open
Sep 15, 2024
SPDR S&P 500 ETF Trust
0%
▲ 1.72%
6
Open
Sep 15, 2024
Alphabet Class C
▼ 1.40%
3
Close
Aug 19, 2024
Tesla
▲ 7.16%
2
Close
Aug 19, 2024