tiprankstipranks

New Portfolio - New Portfolio

Lisa Davidson

New Portfolio
Individual Investor
Ranked #37,658 out of 791,381 TipRanks' Investors
Success Rate
55%
67 out of 123
profitable transactions
Average Return
54.32%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 15.85%
6-Month Return▲ 14.91%
12-Month Return▲ 8.20%
YTD Return▼ 7.66%
Total Return▲ 223.33%

Best Trade

Opened at
Closed at
Gain▲ 1325.34%

Bio

Beginner in investing

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 3.79%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.51%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 2.65%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 15.02%
Nov 2024
▲ 5.75%
▼ 2.41%
▼ 0.53%
Dec 2024
▲ 5.32%
▲ 2.69%
▲ 8.16%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.16%
Feb 2025
▼ 2.15%
▼ 5.65%
▼ 8.04%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 3.79%
▲ 2.93%▲ 2.10%▲ 5.51%
▲ 10.00%▼ 0.89%▲ 2.65%
▲ 26.01%▲ 5.96%▲ 15.02%
▲ 5.75%▼ 2.41%▼ 0.53%
▲ 5.32%▲ 2.69%▲ 8.16%
▼ 12.86%▼ 1.27%▼ 7.16%
▼ 2.15%▼ 5.65%▼ 8.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
KLA
5.77%
▼ 0.27%
1
Open
Nov 01, 2024
0%
▼ 2.08%
1
Open
Nov 01, 2024
Spirit Airlines
0%
▼ 97.02%
3
Sell
Oct 28, 2024
Nio
0%
▼ 90.10%
3
Sell
Oct 28, 2024
Nikola
0%
▼ 99.99%
2
Sell
Oct 28, 2024
Pioneer Natural
▲ 253.05%
4
Close
May 02, 2024
Exxon Mobil
4.41%
▼ 2.92%
1
Open
May 02, 2024
Netflix
▲ 130.35%
4
Close
Feb 29, 2024
Tesla
▲ 199.61%
3
Close
Feb 29, 2024
Boston Beer
▼ 45.95%
2
Close
Feb 29, 2024
Salesforce
0.24%
▲ 3.12%
2
Buy
Feb 29, 2024
Strategy
2.27%
▲ 154.77%
1
Open
Feb 29, 2024
C3ai
0.18%
▼ 43.41%
1
Open
Feb 29, 2024
Amazon
1.71%
▲ 62.35%
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
Plug Power
▼ 50.66%
2
Close
May 03, 2021