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New Portfolio - New Portfolio

David Morgan HOUSTON MISSISSIPPI

New Portfolio
Individual Investor
Ranked #174,088 out of 783,619 TipRanks' Investors
Success Rate
67%
50 out of 75
profitable transactions
Average Return
5.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.71%
6-Month Return▲ 24.59%
12-Month Return-
YTD Return▲ 1.71%
Total Return▲ 32.99%

Best Trade

Opened at
Closed at-
Gain▲ 69.46%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 8.35%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 1.19%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 3.87%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 6.58%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 7.39%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 14.83%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.05%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 1.71%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 8.35%
▲ 8.13%▲ 1.21%▼ 1.19%
▼ 13.14%▲ 2.34%▼ 3.87%
▲ 2.93%▲ 2.10%▲ 6.58%
▲ 9.99%▼ 0.89%▲ 7.39%
▲ 26.04%▲ 5.96%▲ 14.83%
▲ 5.93%▼ 2.41%▼ 3.05%
▲ 3.19%▲ 2.68%▲ 1.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Amazon
▲ 5.36%
9
Close
Jan 24, 2025
Caterpillar
2.48%
▼ 7.73%
1
Open
Jan 22, 2025
Xerox
▲ 1.61%
2
Close
Jan 19, 2025
Citigroup
0.01%
▲ 11.19%
3
Open
Jan 16, 2025
Tycoon Group Holdings Limited
0.01%
▼ 0.58%
1
Open
Jan 11, 2025
Microsoft
▲ 1.02%
10
Close
Jan 10, 2025
Simon Property
0%
▲ 2.83%
1
Open
Jan 10, 2025
Bitcoin
96.5%
▲ 17.79%
9
Buy
Jan 09, 2025
Ethereum
0%
▲ 16.83%
8
Open
Jan 09, 2025
Meta Platforms
0%
▲ 3.64%
9
Open
Jan 08, 2025
Alphabet Class A
0%
▲ 3.67%
9
Open
Jan 08, 2025
Yellow Pages
▲ 3.08%
2
Close
Oct 31, 2024
Walmart
▲ 2.52%
2
Close
Oct 23, 2024
Nvidia
0.22%
▼ 1.86%
7
Buy
Oct 21, 2024
JPMorgan Chase & Co.
0%
▲ 20.56%
1
Open
Oct 16, 2024
Apple
0%
▲ 3.70%
8
Open
Oct 04, 2024
Siemens AG
0.72%
▲ 7.23%
1
Open
Oct 01, 2024
Invesco QQQ Trust
0%
▲ 2.45%
7
Open
Sep 24, 2024
Alibaba
0%
▲ 3.71%
7
Open
Sep 19, 2024
DigitalOcean Holdings
▲ 8.09%
2
Close
Sep 16, 2024