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New Portfolio - New Portfolio

Lisa Davidson

New Portfolio
Individual Investor
Ranked #33,332 out of 747,498 TipRanks' Investors
Success Rate
56%
68 out of 121
profitable transactions
Average Return
54.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.04%
6-Month Return▲ 1.64%
12-Month Return▲ 0.69%
YTD Return▼ 4.79%
Total Return▲ 191.82%

Best Trade

Opened at
Closed at
Gain▲ 1325.34%

Bio

Beginner in investing

Performance

29.87%0-29.87%
▲ 5.14%
▲ 4.57%
▲ 6.01%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 6.77%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.39%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.35%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 7.45%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.68%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.86%
Jun 2024
▲ 29.87%
▲ 0.88%
▼ 1.17%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 6.01%
▼ 1.87%▲ 1.59%▼ 6.77%
▲ 14.08%▲ 5.22%▲ 6.39%
▲ 5.05%▲ 3.27%▲ 0.35%
▼ 12.40%▼ 4.03%▼ 7.45%
▲ 11.46%▲ 5.06%▲ 3.68%
▼ 2.25%▲ 3.53%▲ 0.86%
▲ 29.87%▲ 0.88%▼ 1.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pioneer Natural
▲ 253.05%
4
Close
May 02, 2024
Exxon Mobil
5.27%
▲ 0.67%
1
Open
May 02, 2024
Netflix
▲ 130.35%
4
Close
Feb 29, 2024
Tesla
▲ 199.61%
3
Close
Feb 29, 2024
Boston Beer
▼ 38.14%
2
Close
Feb 29, 2024
Salesforce
0.25%
▼ 8.08%
2
Buy
Feb 29, 2024
Microstrategy
1.77%
▲ 73.88%
1
Open
Feb 29, 2024
C3ai
0.28%
▼ 24.72%
1
Open
Feb 29, 2024
Amazon
1.8%
▲ 57.97%
5
Buy
Apr 28, 2022
Avis Budget
▲ 1,325.34%
2
Close
Apr 19, 2022
Alphabet Class A
▲ 42.50%
5
Close
Jan 31, 2022
Lockheed Martin
▲ 10.70%
2
Close
Jan 31, 2022
Roku
▼ 59.31%
2
Close
Jan 31, 2022
American Express
▲ 50.12%
2
Close
Jan 31, 2022
Nio
0.05%
▼ 91.55%
2
Buy
Jul 09, 2021
Plug Power
▼ 50.66%
2
Close
May 03, 2021
Snowflake
1.29%
▼ 51.01%
1
Open
Oct 23, 2020
Cloudflare
7.74%
▲ 40.92%
1
Open
Oct 23, 2020
Zoom Video Communications
0.23%
▼ 89.64%
1
Open
Oct 19, 2020
Meta Platforms
5.75%
▲ 60.19%
5
Buy
Sep 09, 2020