New Portfolio - New Portfolio

Dave wally

New Portfolio
Individual Investor
Ranked #415,994 out of 765,504 TipRanks' Investors
Success Rate
44%
57 out of 130
profitable transactions
Average Return
2.33%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.99%
6-Month Return▲ 24.09%
12-Month Return▲ 35.06%
YTD Return▲ 19.62%
Total Return▼ 38.98%

Best Trade

Opened at
Closed at
Gain▲ 109.22%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.15%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.16%
May 2024
▼ 2.25%
▲ 3.53%
▼ 5.20%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 12.45%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.85%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 6.75%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 2.31%
Oct 2024
▲ 4.77%
▲ 3.94%
▲ 6.30%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.15%
▲ 11.46%▲ 5.06%▲ 6.16%
▼ 2.25%▲ 3.53%▼ 5.20%
▲ 25.72%▲ 1.21%▲ 12.45%
▼ 4.21%▲ 2.34%▲ 1.85%
▲ 7.82%▲ 2.10%▲ 6.75%
▲ 6.02%▼ 0.89%▼ 2.31%
▲ 4.77%▲ 3.94%▲ 6.30%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
VF
0%
▲ 37.70%
1
Open
Apr 01, 2024
Warner Bros
4.34%
▼ 19.97%
12
Buy
Mar 27, 2024
Alibaba
14.43%
▼ 9.14%
21
Sell
Mar 01, 2024
JD
▼ 5.62%
4
Close
Mar 01, 2024
Cooper-Standard Holdings
7%
▲ 23.98%
2
Buy
Mar 01, 2024
PayPal Holdings
11.41%
▲ 33.38%
2
Buy
Mar 01, 2024
Comstock Resources
12.25%
▲ 50.94%
1
Open
Mar 01, 2024
Howard Hughes Holdings
8.34%
▲ 13.59%
1
Open
Mar 01, 2024
Daily Journal
▲ 3.19%
12
Close
Feb 03, 2024
Canadian Pacific Kansas City
▲ 10.87%
4
Close
Feb 03, 2024
Occidental Petroleum
▼ 11.42%
3
Close
Feb 03, 2024
Vornado Realty
▲ 86.85%
4
Close
Feb 03, 2024
VICI Properties
▲ 4.46%
2
Close
Feb 03, 2024
Nio
▼ 22.62%
14
Close
Oct 18, 2023
Tencent Holdings
16.69%
▲ 1.41%
16
Buy
Oct 18, 2023
Bank of America
11.21%
▲ 40.20%
10
Buy
Oct 18, 2023
Brookfield Corporation
14.33%
▲ 81.16%
3
Buy
Oct 18, 2023
Delek US Holdings
▲ 2.61%
2
Close
Oct 18, 2023
Garrett Motion
▼ 6.50%
2
Close
Oct 18, 2023
Kering SA
▼ 4.17%
2
Close
Oct 18, 2023