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New Portfolio - New Portfolio

Dave wally

New Portfolio
Individual Investor
Ranked #384,604 out of 747,498 TipRanks' Investors
Success Rate
39%
51 out of 130
profitable transactions
Average Return
-1.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 11.62%
6-Month Return▲ 10.36%
12-Month Return▲ 8.86%
YTD Return▲ 4.39%
Total Return▼ 46.75%

Best Trade

Opened at
Closed at
Gain▲ 109.22%

Bio

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 8.39%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 4.96%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 1.96%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.81%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.15%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.16%
May 2024
▼ 2.25%
▲ 3.53%
▼ 5.20%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 10.80%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 8.39%
▼ 1.87%▲ 1.59%▼ 4.96%
▲ 14.08%▲ 5.22%▼ 1.96%
▲ 5.05%▲ 3.27%▲ 4.81%
▼ 12.40%▼ 4.03%▼ 4.15%
▲ 11.46%▲ 5.06%▲ 6.16%
▼ 2.25%▲ 3.53%▼ 5.20%
▲ 25.65%▲ 0.88%▲ 10.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
VF
0%
▲ 7.78%
1
Open
Apr 01, 2024
Warner Bros
4.66%
▼ 18.51%
12
Buy
Mar 27, 2024
Alibaba
13.29%
▼ 14.76%
21
Sell
Mar 01, 2024
JD
▼ 5.62%
4
Close
Mar 01, 2024
Cooper-Standard Holdings
7.78%
▲ 12.69%
2
Buy
Mar 01, 2024
PayPal Holdings
10.14%
▼ 2.79%
2
Buy
Mar 01, 2024
Comstock Resources
11.84%
▲ 19.79%
1
Open
Mar 01, 2024
Howard Hughes Holdings
8.5%
▼ 6.84%
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
17.17%
▼ 1.06%
16
Buy
Oct 18, 2023
Bank of America
12.68%
▲ 34.31%
10
Buy
Oct 18, 2023
Brookfield Corporation
13.93%
▲ 46.20%
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