tiprankstipranks

Chase Account - New Portfolio

DAVIS B.

Chase Account
Individual Investor
Ranked #168,507 out of 781,348 TipRanks' Investors
Success Rate
59%
40 out of 68
profitable transactions
Average Return
20.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.38%
6-Month Return▲ 11.97%
12-Month Return▲ 26.35%
YTD Return▲ 3.37%
Total Return▲ 90.09%

Best Trade

Opened at
Closed at
Gain▲ 345.41%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 2.80%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 3.40%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 0.56%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.59%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.87%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 10.24%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 1.85%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 3.37%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 2.80%
▲ 8.13%▲ 1.21%▲ 3.40%
▼ 13.14%▲ 2.34%▼ 0.56%
▲ 2.93%▲ 2.10%▲ 2.59%
▲ 10.00%▼ 0.89%▲ 0.87%
▲ 26.04%▲ 5.96%▲ 10.24%
▲ 5.93%▼ 2.41%▼ 1.85%
▲ 6.90%▲ 1.96%▲ 3.37%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
S&T Bancorp
0%
▼ 3.50%
4
Open
Dec 05, 2024
FibroGen
0.1%
▼ 56.91%
1
Open
Jul 25, 2024
Acurx Pharmaceuticals
0.32%
▼ 60.62%
1
Open
Jul 25, 2024
Twitter
▲ 16.72%
3
Close
Oct 27, 2022
AT&T
0.58%
▲ 45.69%
5
Sell
Oct 17, 2022
Tesla
50.58%
▲ 107.17%
6
Buy
Oct 17, 2022
Pfizer
▼ 10.80%
3
Close
Sep 28, 2022
Gilead Sciences
0.05%
▲ 46.84%
3
Sell
Sep 28, 2022
Qualcomm
▼ 16.58%
3
Close
Sep 28, 2022
Nokia
▼ 27.42%
2
Close
Sep 28, 2022
Farmers & Merchants Bancorp
▲ 25.89%
2
Close
Sep 28, 2022
Horizon Technology
2.87%
▼ 6.27%
3
Buy
Sep 28, 2022
AstraZeneca
6.9%
▲ 25.08%
3
Buy
Sep 28, 2022
Co-Diagnostics
▼ 78.17%
3
Close
Sep 28, 2022
Big Lots
▼ 58.73%
4
Close
Sep 28, 2022
Intel
▼ 47.87%
3
Close
Sep 28, 2022
Bank of America
0.04%
▲ 15.86%
3
Sell
Sep 28, 2022
Walt Disney
▼ 44.77%
2
Close
Sep 28, 2022
Crescent Capital BDC
▼ 4.66%
2
Close
Sep 28, 2022
ASE Technology Holding Co
▼ 40.04%
2
Close
Sep 28, 2022