tiprankstipranks

Main Portfolio - New Portfolio

Dave Severing

Main Portfolio
Individual Investor
Ranked #62,061 out of 769,002 TipRanks' Investors
Success Rate
67%
127 out of 190
profitable transactions
Average Return
22.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.92%
6-Month Return▲ 23.04%
12-Month Return▲ 36.65%
YTD Return▲ 34.48%
Total Return▲ 39.19%

Best Trade

Opened at
Closed at-
Gain▲ 307.61%

Bio

Dividend based portofolio with some growth stocks.

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 0.85%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.71%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.17%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.58%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.95%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.53%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.59%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 12.27%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 0.85%
▲ 11.46%▲ 5.06%▲ 3.71%
▼ 2.25%▲ 3.53%▲ 3.17%
▲ 25.72%▲ 1.21%▲ 1.58%
▼ 4.22%▲ 2.34%▲ 2.95%
▲ 7.82%▲ 2.10%▲ 2.53%
▲ 5.70%▼ 0.89%▼ 0.59%
▲ 21.94%▲ 3.81%▲ 12.27%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Palantir Technologies
33.29%
▲ 130.56%
18
Buy
Nov 15, 2024
Nvidia
4.07%
▲ 18.81%
12
Sell
Nov 15, 2024
Amazon
▲ 41.80%
5
Close
Nov 11, 2024
ASML Holding
▼ 27.55%
3
Close
Nov 11, 2024
National Retail Properties
2.64%
▲ 5.42%
4
Buy
Oct 30, 2024
SuRo Capital
▼ 67.95%
4
Close
Oct 08, 2024
Meta Platforms
▲ 9.31%
4
Close
Oct 08, 2024
Altria Group
5%
▲ 38.77%
6
Buy
Oct 08, 2024
Alphabet Class A
▲ 48.71%
6
Close
Oct 08, 2024
Blue Owl Capital
2.1%
▲ 2.08%
3
Buy
Oct 08, 2024
CrowdStrike Holdings
▲ 8.97%
3
Close
Oct 08, 2024
Microsoft
▲ 50.42%
2
Close
Aug 28, 2024
Realty Income
3.57%
▲ 11.21%
5
Buy
Aug 21, 2024
VICI Properties
4.48%
▲ 10.94%
7
Buy
Aug 21, 2024
Blackstone Mortgage
▼ 13.48%
2
Close
Jul 24, 2024
Tesla
▼ 7.35%
6
Close
Jul 02, 2024
Mercadolibre
▲ 2.95%
7
Close
Jun 27, 2024
Ecopetrol SA
3.38%
▼ 16.69%
4
Buy
Jun 24, 2024
Netflix
▲ 3.72%
3
Close
May 03, 2024
Park Hotels & Resorts
▲ 12.53%
2
Close
Mar 26, 2024