New Portfolio - New Portfolio

Lisa Davidson

New Portfolio
Individual Investor
Ranked #43,529 out of 767,968 TipRanks' Investors
Success Rate
56%
69 out of 123
profitable transactions
Average Return
55.30%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.13%
6-Month Return▲ 0.10%
12-Month Return▲ 6.50%
YTD Return▼ 1.51%
Total Return▲ 201.89%

Best Trade

Opened at
Closed at
Gain▲ 1325.34%

Bio

Beginner in investing

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 7.45%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.68%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.85%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 0.54%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 3.79%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.51%
Sep 2024
▲ 5.72%
▼ 0.89%
▲ 2.07%
Oct 2024
▲ 19.24%
▲ 3.01%
▼ 0.80%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 7.45%
▲ 11.46%▲ 5.06%▲ 3.68%
▼ 2.25%▲ 3.53%▲ 0.85%
▲ 25.72%▲ 1.21%▼ 0.54%
▼ 4.22%▲ 2.34%▼ 3.79%
▲ 7.82%▲ 2.10%▲ 5.51%
▲ 5.72%▼ 0.89%▲ 2.07%
▲ 19.24%▲ 3.01%▼ 0.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
KLA
5.48%
▼ 8.20%
1
Open
Nov 01, 2024
0%
▼ 1.35%
1
Open
Nov 01, 2024
Spirit Airlines
0%
▼ 93.05%
3
Sell
Oct 28, 2024
Nio
0%
▼ 91.49%
3
Sell
Oct 28, 2024
Nikola
0%
▼ 99.75%
2
Sell
Oct 28, 2024
Pioneer Natural
▲ 253.05%
4
Close
May 02, 2024
Exxon Mobil
4.95%
▲ 5.17%
1
Open
May 02, 2024
Netflix
▲ 130.35%
4
Close
Feb 29, 2024
Tesla
▲ 199.61%
3
Close
Feb 29, 2024
Boston Beer
▼ 31.83%
2
Close
Feb 29, 2024
Salesforce
0.29%
▲ 20.93%
2
Buy
Feb 29, 2024
Microstrategy
3.04%
▲ 233.04%
1
Open
Feb 29, 2024
C3ai
0.23%
▼ 29.70%
1
Open
Feb 29, 2024
Amazon
1.81%
▲ 64.32%
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