Chase Account - New Portfolio

DAVIS B.

Chase Account
Individual Investor
Ranked #196,124 out of 758,358 TipRanks' Investors
Success Rate
57%
38 out of 67
profitable transactions
Average Return
13.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.05%
6-Month Return▲ 13.54%
12-Month Return▲ 19.50%
YTD Return▲ 7.97%
Total Return▲ 65.61%

Best Trade

Opened at
Closed at
Gain▲ 345.41%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▼ 3.91%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.23%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.36%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.04%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.80%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 3.40%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 0.56%
Aug 2024
▲ 7.84%
▲ 1.66%
▲ 0.82%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▼ 3.91%
▲ 5.05%▲ 3.27%▲ 3.23%
▼ 12.40%▼ 4.03%▼ 2.36%
▲ 11.46%▲ 5.06%▲ 7.04%
▼ 2.25%▲ 3.53%▲ 2.80%
▲ 25.76%▲ 1.21%▲ 3.40%
▼ 4.21%▲ 2.34%▼ 0.56%
▲ 7.84%▲ 1.66%▲ 0.82%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
FibroGen
0.09%
▼ 69.67%
1
Open
Jul 25, 2024
Acurx Pharmaceuticals
0.92%
▼ 17.26%
1
Open
Jul 25, 2024
Twitter
▲ 16.72%
3
Close
Oct 27, 2022
AT&T
0.68%
▲ 36.17%
5
Sell
Oct 17, 2022
Tesla
37.28%
▲ 69.24%
6
Buy
Oct 17, 2022
Pfizer
▼ 10.80%
3
Close
Sep 28, 2022
Gilead Sciences
0.06%
▲ 28.78%
3
Sell
Sep 28, 2022
Qualcomm
▼ 16.58%
3
Close
Sep 28, 2022
S&T Bancorp
▲ 0.63%
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
4%
▲ 1.54%
3
Buy
Sep 28, 2022
AstraZeneca
9.62%
▲ 42.71%
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
0.05%
▼ 3.08%
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