tiprankstipranks

Main Portfolio - New Portfolio

Dave Severing

Main Portfolio
Individual Investor
Ranked #32,987 out of 793,971 TipRanks' Investors
Success Rate
67%
142 out of 211
profitable transactions
Average Return
30.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.16%
6-Month Return▲ 26.41%
12-Month Return▲ 44.47%
YTD Return▲ 10.07%
Total Return▲ 57.92%

Best Trade

Opened at
Closed at-
Gain▲ 453.81%

Bio

Dividend based portofolio with some growth stocks.

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.95%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.53%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.46%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 15.97%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 0.35%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 4.74%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.89%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 1.16%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 2.95%
▲ 2.93%▲ 2.10%▲ 2.53%
▲ 10.00%▼ 0.89%▼ 0.46%
▲ 26.01%▲ 5.96%▲ 15.97%
▲ 5.33%▼ 2.41%▼ 0.35%
▲ 5.87%▲ 2.69%▲ 4.74%
▼ 12.86%▼ 1.27%▲ 3.89%
▼ 1.80%▼ 5.57%▲ 1.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Meta Platforms
1.27%
▲ 9.98%
5
Open
Mar 31, 2025
Amazon
1.04%
▲ 31.71%
7
Buy
Mar 31, 2025
Alphabet Class A
0.85%
▲ 36.86%
8
Buy
Mar 31, 2025
Nvidia
1.19%
▲ 9.00%
16
Buy
Mar 31, 2025
Altria Group
4.61%
▲ 47.51%
7
Buy
Mar 21, 2025
Palantir Technologies
39.02%
▲ 156.25%
25
Buy
Mar 21, 2025
Saratoga Investment
3.56%
▲ 16.74%
6
Buy
Mar 04, 2025
SoFi Technologies
0.43%
▼ 30.90%
1
Open
Feb 18, 2025
Broadcom
▲ 18.90%
4
Close
Feb 04, 2025
Strategy
0.63%
▼ 16.67%
3
Open
Jan 17, 2025
National Retail Properties
2.39%
▲ 5.18%
5
Buy
Jan 14, 2025
Oaktree Specialty Lending
1.94%
▼ 6.60%
6
Buy
Dec 13, 2024
Petroleo Brasileiro SA- Petrobras
1.86%
▲ 25.58%
12
Buy
Dec 12, 2024
ASML Holding
▼ 27.41%
3
Close
Nov 11, 2024
SuRo Capital
▼ 67.95%
4
Close
Oct 08, 2024
Blue Owl Capital
1.61%
▲ 5.06%
3
Buy
Oct 08, 2024
CrowdStrike Holdings
▲ 8.97%
3
Close
Oct 08, 2024
Microsoft
▲ 50.42%
2
Close
Aug 28, 2024
Realty Income
2.87%
▲ 14.33%
5
Buy
Aug 21, 2024
VICI Properties
3.58%
▲ 15.81%
7
Buy
Aug 21, 2024