tiprankstipranks

New Portfolio - New Portfolio

Lisa Davidson

New Portfolio
Individual Investor
Ranked #37,935 out of 776,932 TipRanks' Investors
Success Rate
55%
68 out of 123
profitable transactions
Average Return
63.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.84%
6-Month Return▲ 21.41%
12-Month Return▲ 16.96%
YTD Return▲ 16.96%
Total Return▲ 258.50%

Best Trade

Opened at
Closed at
Gain▲ 1325.34%

Bio

Beginner in investing

Performance

26.03%0-26.03%
▲ 5.91%
▲ 5.06%
▲ 3.68%
May 2024
▲ 9.79%
▲ 3.53%
▲ 0.85%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 0.54%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 3.79%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.51%
Sep 2024
▲ 9.98%
▼ 0.89%
▲ 2.65%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 15.02%
Nov 2024
▲ 4.01%
▼ 0.92%
▲ 1.84%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.91%▲ 5.06%▲ 3.68%
▲ 9.79%▲ 3.53%▲ 0.85%
▲ 8.13%▲ 1.21%▼ 0.54%
▼ 13.14%▲ 2.34%▼ 3.79%
▲ 2.93%▲ 2.10%▲ 5.51%
▲ 9.98%▼ 0.89%▲ 2.65%
▲ 26.03%▲ 5.96%▲ 15.02%
▲ 4.01%▼ 0.92%▲ 1.84%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
KLA
5.06%
▼ 3.40%
1
Open
Nov 01, 2024
0%
▼ 0.93%
1
Open
Nov 01, 2024
Spirit Airlines
0%
▼ 97.43%
3
Sell
Oct 28, 2024
Nio
0%
▼ 91.51%
3
Sell
Oct 28, 2024
Nikola
0%
▼ 99.88%
2
Sell
Oct 28, 2024
Pioneer Natural
▲ 253.05%
4
Close
May 02, 2024
Exxon Mobil
3.88%
▼ 6.14%
1
Open
May 02, 2024
Netflix
▲ 130.35%
4
Close
Feb 29, 2024
Tesla
▲ 199.61%
3
Close
Feb 29, 2024
Boston Beer
▼ 34.60%
2
Close
Feb 29, 2024
Salesforce
0.27%
▲ 25.98%
2
Buy
Feb 29, 2024
Microstrategy
2.59%
▲ 222.63%
1
Open
Feb 29, 2024
C3ai
0.28%
▼ 3.35%
1
Open
Feb 29, 2024
Amazon
1.76%
▲ 71.20%
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