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New Portfolio - New Portfolio

Lisa Davidson

New Portfolio
Individual Investor
Ranked #36,549 out of 796,840 TipRanks' Investors
Success Rate
55%
67 out of 123
profitable transactions
Average Return
50.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.24%
6-Month Return▲ 2.70%
12-Month Return▲ 9.75%
YTD Return▼ 10.27%
Total Return▲ 214.16%

Best Trade

Opened at
Closed at
Gain▲ 1325.34%

Bio

Beginner in investing

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 5.51%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 2.65%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 15.02%
Nov 2024
▲ 5.36%
▼ 2.41%
▼ 0.53%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 8.56%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.16%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.53%
Mar 2025
▼ 3.93%
▼ 5.75%
▼ 3.73%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 5.51%
▲ 10.00%▼ 0.89%▲ 2.65%
▲ 25.98%▲ 5.96%▲ 15.02%
▲ 5.36%▼ 2.41%▼ 0.53%
▲ 6.01%▲ 2.69%▲ 8.56%
▼ 12.86%▼ 1.27%▼ 7.16%
▼ 1.80%▼ 5.57%▼ 7.53%
▼ 3.93%▼ 5.75%▼ 3.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Spirit Airlines
▼ 97.02%
4
Close
Mar 12, 2025
KLA
5.87%
▼ 1.34%
1
Open
Nov 01, 2024
0%
▼ 6.58%
1
Open
Nov 01, 2024
Nio
0%
▼ 92.55%
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
4.46%
▼ 4.51%
1
Open
May 02, 2024
Netflix
▲ 130.35%
4
Close
Feb 29, 2024
Tesla
▲ 199.61%
3
Close
Feb 29, 2024
Boston Beer
▼ 43.63%
2
Close
Feb 29, 2024
Salesforce
0.22%
▼ 6.62%
2
Buy
Feb 29, 2024
Strategy
3.09%
▲ 238.01%
1
Open
Feb 29, 2024
C3ai
0.18%
▼ 44.85%
1
Open
Feb 29, 2024
Amazon
1.61%
▲ 57.15%
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