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Main Portfolio - New Portfolio

PerformancePortfolio Details

Dave Severing

Main Portfolio
Individual Investor
Ranked #55,279 out of 781,107 TipRanks' Investors
Success Rate
67%
134 out of 199
profitable transactions
Average Return
25.26%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.04%
6-Month Return▲ 22.10%
12-Month Return▲ 44.14%
YTD Return▲ 1.60%
Total Return▲ 46.95%

Best Trade

AssetPalantir Te... (PLTR)
Opened at
Closed at-
Gain▲ 370.93%

Bio

Dividend based portofolio with some growth stocks.

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 3.17%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 1.58%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.95%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.53%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.49%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 15.97%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 0.49%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 1.60%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 3.17%
▲ 8.13%▲ 1.21%▲ 1.58%
▼ 13.14%▲ 2.34%▲ 2.95%
▲ 2.93%▲ 2.10%▲ 2.53%
▲ 10.00%▼ 0.89%▼ 0.49%
▲ 26.04%▲ 5.96%▲ 15.97%
▲ 5.93%▼ 2.41%▲ 0.49%
▲ 6.90%▲ 1.96%▲ 1.60%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MSTR
Microstrategy
0.99%
▼ 6.04%
3
Open
Jan 17, 2025
PLTR
Palantir Technologies
38.2%
▲ 137.17%
22
Buy
Jan 14, 2025
NNN
National Retail Properties
2.64%
▼ 2.63%
5
Buy
Jan 14, 2025
OCSL
Oaktree Specialty Lending
2.31%
▼ 7.51%
6
Buy
Dec 13, 2024
PBR
Petroleo Brasileiro SA- Petrobras
2.08%
▲ 23.57%
12
Buy
Dec 12, 2024
SAR
Saratoga Investment
3.79%
▲ 9.01%
5
Buy
Nov 27, 2024
NVDA
Nvidia
―
▲ 14.94%
13
Close
Nov 27, 2024
AMZN
Amazon
―
▲ 41.80%
5
Close
Nov 11, 2024
ASML
ASML Holding
―
▼ 27.55%
3
Close
Nov 11, 2024
SSSS
SuRo Capital
―
▼ 67.95%
4
Close
Oct 08, 2024
META
Meta Platforms
―
▲ 12.00%
4
Close
Oct 08, 2024
MO
Altria Group
4.21%
▲ 31.06%
6
Buy
Oct 08, 2024
GOOGL
Alphabet Class A
―
▲ 48.70%
6
Close
Oct 08, 2024
OBDC
Blue Owl Capital
1.91%
▲ 3.39%
3
Buy
Oct 08, 2024
CRWD
CrowdStrike Holdings
―
▲ 8.97%
3
Close
Oct 08, 2024
MSFT
Microsoft
―
▲ 50.42%
2
Close
Aug 28, 2024
O
Realty Income
3.18%
▲ 8.80%
5
Buy
Aug 21, 2024
VICI
VICI Properties
3.87%
▲ 2.81%
7
Buy
Aug 21, 2024
BXMT
Blackstone Mortgage
―
▼ 13.48%
2
Close
Jul 24, 2024
TSLA
Tesla
―
▼ 7.35%
6
Close
Jul 02, 2024