tiprankstipranks

Main Portfolio - New Portfolio

Dave Severing

Main Portfolio
Individual Investor
Ranked #59,542 out of 775,923 TipRanks' Investors
Success Rate
65%
127 out of 196
profitable transactions
Average Return
26.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.67%
6-Month Return▲ 27.19%
12-Month Return▲ 40.22%
YTD Return▲ 40.70%
Total Return▲ 45.63%

Best Trade

Opened at
Closed at-
Gain▲ 428.54%

Bio

Dividend based portofolio with some growth stocks.

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 3.71%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.17%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 1.58%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.95%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.53%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.48%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 15.97%
Nov 2024
▲ 3.34%
▼ 1.56%
▲ 1.16%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 3.71%
▼ 2.25%▲ 3.53%▲ 3.17%
▲ 25.71%▲ 1.21%▲ 1.58%
▼ 4.22%▲ 2.34%▲ 2.95%
▲ 7.82%▲ 2.10%▲ 2.53%
▲ 5.38%▼ 0.89%▼ 0.48%
▲ 43.22%▲ 5.96%▲ 15.97%
▲ 3.34%▼ 1.56%▲ 1.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Palantir Technologies
42.08%
▲ 180.79%
20
Buy
Dec 18, 2024
Oaktree Specialty Lending
2.28%
▼ 10.45%
6
Buy
Dec 13, 2024
Petroleo Brasileiro SA- Petrobras
2.01%
▲ 20.12%
12
Buy
Dec 12, 2024
Microstrategy
▼ 6.04%
2
Close
Dec 09, 2024
Saratoga Investment
3.66%
▲ 3.93%
5
Buy
Nov 27, 2024
Nvidia
▲ 14.94%
13
Close
Nov 27, 2024
Amazon
▲ 41.80%
5
Close
Nov 11, 2024
ASML Holding
▼ 27.55%
3
Close
Nov 11, 2024
National Retail Properties
2.27%
▼ 3.15%
4
Buy
Oct 30, 2024
SuRo Capital
▼ 67.95%
4
Close
Oct 08, 2024
Meta Platforms
▲ 10.45%
4
Close
Oct 08, 2024
Altria Group
4.5%
▲ 33.47%
6
Buy
Oct 08, 2024
Alphabet Class A
▲ 48.70%
6
Close
Oct 08, 2024
Blue Owl Capital
1.98%
▲ 3.30%
3
Buy
Oct 08, 2024
CrowdStrike Holdings
▲ 8.97%
3
Close
Oct 08, 2024
Microsoft
▲ 50.42%
2
Close
Aug 28, 2024
Realty Income
3.1%
▲ 5.88%
5
Buy
Aug 21, 2024
VICI Properties
3.76%
▲ 0.85%
7
Buy
Aug 21, 2024
Blackstone Mortgage
▼ 13.48%
2
Close
Jul 24, 2024
Tesla
▼ 7.35%
6
Close
Jul 02, 2024