tiprankstipranks

Main Portfolio - New Portfolio

Dave Severing

Main Portfolio
Individual Investor
Ranked #66,199 out of 747,498 TipRanks' Investors
Success Rate
68%
115 out of 170
profitable transactions
Average Return
11.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.19%
6-Month Return▲ 16.96%
12-Month Return▲ 22.12%
YTD Return▲ 15.20%
Total Return▲ 19.23%

Best Trade

Opened at
Closed at-
Gain▲ 146.11%

Bio

Dividend based portofolio with some growth stocks.

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 0.06%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.75%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.45%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.34%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.85%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.66%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.13%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 2.59%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 0.06%
▼ 1.87%▲ 1.59%▼ 2.75%
▲ 14.08%▲ 5.22%▲ 6.45%
▲ 5.05%▲ 3.27%▲ 2.34%
▼ 12.40%▼ 4.03%▼ 0.85%
▲ 11.46%▲ 5.06%▲ 3.66%
▼ 2.25%▲ 3.53%▲ 3.13%
▲ 25.65%▲ 0.88%▲ 2.59%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ASML Holding
5.44%
▼ 3.53%
2
Buy
Jul 18, 2024
Tesla
▼ 7.35%
6
Close
Jul 02, 2024
Mercadolibre
▲ 2.95%
7
Close
Jun 27, 2024
Ecopetrol SA
4.93%
▲ 11.45%
4
Buy
Jun 24, 2024
Palantir Technologies
9.12%
▲ 32.63%
10
Buy
Jun 20, 2024
Blue Owl Capital
1.97%
▼ 1.40%
2
Buy
Jun 20, 2024
VICI Properties
3.45%
▲ 5.83%
5
Buy
Jun 17, 2024
Altria Group
3.46%
▲ 24.69%
5
Buy
May 29, 2024
Netflix
▲ 3.72%
3
Close
May 03, 2024
Meta Platforms
1.45%
▲ 4.45%
3
Open
Apr 24, 2024
Nvidia
3.58%
▲ 15.29%
7
Open
Apr 24, 2024
National Retail Properties
2.24%
▲ 15.58%
2
Buy
Apr 19, 2024
Park Hotels & Resorts
▲ 12.53%
2
Close
Mar 26, 2024
AT&T
▼ 1.64%
4
Close
Feb 27, 2024
Realty Income
3.68%
▲ 16.38%
4
Buy
Feb 27, 2024
Annaly Capital
▼ 17.64%
2
Close
Feb 26, 2024
Oaktree Specialty Lending
2.69%
▼ 4.53%
5
Buy
Feb 26, 2024
Amazon
9.74%
▲ 25.55%
4
Buy
Jan 29, 2024
Apple
▲ 13.00%
4
Close
Jan 29, 2024
Alphabet Class A
4.05%
▲ 60.51%
4
Buy
Jan 29, 2024