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DAF P2 - New Portfolio

DAF P2
Individual Investor
Ranked #401,056 out of 781,107 TipRanks' Investors
Success Rate
50%
6 out of 12
profitable transactions
Average Return
4.94%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.53%
6-Month Return-
12-Month Return-
YTD Return▲ 4.47%
Total Return▲ 5.22%

Best Trade

Opened at
Closed at-
Gain▲ 52.49%

Bio

Balanced to Growth Portfolio.

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.14%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 9.47%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.99%
Dec 2024
▲ 7.55%
▲ 1.96%
▲ 4.47%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 10.00%▼ 0.89%▼ 2.14%
▲ 26.04%▲ 5.96%▲ 9.47%
▲ 5.93%▼ 2.41%▼ 5.99%
▲ 7.55%▲ 1.96%▲ 4.47%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Meta Platforms
14.99%
▲ 2.26%
1
Open
Jan 02, 2025
Arch Capital Group
2.33%
▼ 7.45%
1
Open
Oct 18, 2024
ARK 21Shares Bitcoin ETF Ben of Int
2.53%
▲ 52.49%
1
Open
Oct 18, 2024
Chubb
6.66%
▼ 10.37%
1
Open
Oct 18, 2024
Fastenal Company
1.9%
▼ 1.83%
1
Open
Oct 18, 2024
Alphabet Class A
4.85%
▲ 20.07%
1
Open
Oct 18, 2024
Intuitive Surgical
14.59%
▲ 13.72%
1
Open
Oct 18, 2024
Old Dominion Freight
4.63%
▼ 5.01%
1
Open
Oct 18, 2024
Progressive
5.95%
▼ 1.09%
1
Open
Oct 18, 2024
UnitedHealth
12.73%
▼ 10.16%
1
Open
Oct 18, 2024
Vanguard Information Technology ETF
15.34%
▲ 4.09%
1
Open
Oct 18, 2024
Vanguard S&P 500 ETF
13.48%
▲ 2.58%
1
Open
Oct 18, 2024