tiprankstipranks

Main Portfolio - New Portfolio

Dave Severing

Main Portfolio
Individual Investor
Ranked #28,874 out of 788,370 TipRanks' Investors
Success Rate
71%
145 out of 204
profitable transactions
Average Return
36.93%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 12.22%
6-Month Return▲ 35.31%
12-Month Return▲ 53.16%
YTD Return▲ 13.79%
Total Return▲ 63.05%

Best Trade

Opened at
Closed at-
Gain▲ 565.03%

Bio

Dividend based portofolio with some growth stocks.

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 1.58%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.95%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.53%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.46%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 15.97%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 0.48%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.69%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 8.70%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 1.58%
▼ 13.14%▲ 2.34%▲ 2.95%
▲ 2.93%▲ 2.10%▲ 2.53%
▲ 9.99%▼ 0.89%▼ 0.46%
▲ 26.03%▲ 5.96%▲ 15.97%
▲ 5.97%▼ 2.41%▼ 0.48%
▲ 5.25%▲ 2.69%▲ 4.69%
▼ 9.08%▲ 1.42%▲ 8.70%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SoFi Technologies
0.54%
▼ 12.83%
1
Open
Feb 18, 2025
Palantir Technologies
45.32%
▲ 224.60%
23
Buy
Feb 04, 2025
Broadcom
▲ 18.90%
4
Close
Feb 04, 2025
Nvidia
0.58%
▲ 13.60%
14
Open
Jan 28, 2025
Strategy
0.65%
▼ 15.23%
3
Open
Jan 17, 2025
National Retail Properties
2.29%
▲ 2.05%
5
Buy
Jan 14, 2025
Oaktree Specialty Lending
2%
▼ 5.44%
6
Buy
Dec 13, 2024
Petroleo Brasileiro SA- Petrobras
1.89%
▲ 26.94%
12
Buy
Dec 12, 2024
Saratoga Investment
3.32%
▲ 13.65%
5
Buy
Nov 27, 2024
Amazon
▲ 41.80%
5
Close
Nov 11, 2024
ASML Holding
▼ 27.41%
3
Close
Nov 11, 2024
SuRo Capital
▼ 67.95%
4
Close
Oct 08, 2024
Meta Platforms
▲ 15.98%
4
Close
Oct 08, 2024
Altria Group
3.81%
▲ 39.12%
6
Buy
Oct 08, 2024
Alphabet Class A
▲ 48.70%
6
Close
Oct 08, 2024
Blue Owl Capital
1.67%
▲ 7.50%
3
Buy
Oct 08, 2024
CrowdStrike Holdings
▲ 8.97%
3
Close
Oct 08, 2024
Microsoft
▲ 50.42%
2
Close
Aug 28, 2024
Realty Income
2.78%
▲ 12.26%
5
Buy
Aug 21, 2024
VICI Properties
3.39%
▲ 9.57%
7
Buy
Aug 21, 2024