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Holding - New Portfolio

David He

Holding
Individual Investor
Ranked #403,779 out of 747,525 TipRanks' Investors
Success Rate
38%
44 out of 115
profitable transactions
Average Return
-5.25%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.74%
6-Month Return-
12-Month Return-
YTD Return▼ 5.20%
Total Return▼ 5.20%

Best Trade

Opened at
Closed at-
Gain▲ 36.59%

Bio

Started Feb 2024

Performance

23.29%0-23.29%
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.51%
Jun 2024
▲ 23.29%
▲ 0.88%
▼ 4.71%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%▼ 0.51%
▲ 23.29%▲ 0.88%▼ 4.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Broadcom
13.46%
▲ 0.52%
4
Buy
Jul 16, 2024
Oracle
0%
▼ 1.67%
2
Sell
Jul 16, 2024
Advanced Micro Devices
1.7%
▼ 11.01%
3
Buy
Jul 10, 2024
Atricure
0.14%
▲ 1.70%
2
Sell
Jul 10, 2024
Calamp
▼ 78.51%
2
Close
Jul 09, 2024
BuzzFeed
0.34%
▲ 7.30%
2
Buy
Jul 09, 2024
e.l.f. Beauty
0.55%
▼ 14.00%
1
Open
Jul 09, 2024
Taiwan Semiconductor Manufacturing
0.77%
▼ 4.32%
4
Buy
Jul 08, 2024
Micron
0.29%
▼ 15.97%
5
Sell
Jul 08, 2024
Eli Lilly & Co
0.61%
▼ 1.77%
5
Buy
Jul 08, 2024
AST SpaceMobile
0.59%
▲ 18.54%
5
Buy
Jul 08, 2024
Forward Industries
0%
▲ 1.25%
2
Sell
Jul 08, 2024
Chevron
0%
▲ 1.60%
2
Sell
Jul 08, 2024
Credo Technology Group Holding Ltd
0.25%
▼ 7.23%
1
Open
Jul 08, 2024
Nvidia
61.07%
▼ 3.83%
5
Sell
Jul 03, 2024
Microstrategy
2.19%
▲ 19.30%
6
Buy
Jul 03, 2024
CrowdStrike Holdings
0.94%
▼ 10.44%
3
Sell
Jul 03, 2024
Costco
5.72%
▼ 1.69%
2
Buy
Jul 03, 2024
ProShares Ultra Bloomberg Natural Gas
0.9%
▼ 40.13%
5
Buy
Jul 03, 2024
Tesla
1.11%
▲ 15.75%
2
Buy
Jul 03, 2024