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Chase Account
- New Portfolio
Performance
Portfolio Details
DAVIS B.
Chase Account
Individual Investor
Ranked #183,199 out of 769,002 TipRanks' Investors
Success Rate
58%
39 out of 67
profitable transactions
Average Return
17.29%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 7.63%
6-Month Return
▲ 16.37%
12-Month Return
▲ 24.80%
YTD Return
▲ 17.47%
Total Return
▲ 80.17%
Best Trade
Asset
Moderna (MRNA)
Opened at
Jul 22, 2020
Closed at
Aug 30, 2021
Gain
▲ 345.41%
Bio
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
25.72%
0
-25.72%
▼ 12.40%
▼ 4.03%
▼ 2.36%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.04%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.80%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.40%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.56%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.59%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 1.74%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 5.09%
Nov 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 12.40%
▼ 4.03%
▼ 2.36%
▲ 11.46%
▲ 5.06%
▲ 7.04%
▼ 2.25%
▲ 3.53%
▲ 2.80%
▲ 25.72%
▲ 1.21%
▲ 3.40%
▼ 4.22%
▲ 2.34%
▼ 0.56%
▲ 7.82%
▲ 2.10%
▲ 2.59%
▲ 5.70%
▼ 0.89%
▲ 1.74%
▲ 23.63%
▲ 3.84%
▲ 5.09%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
FGEN
FibroGen
0.08%
▼ 71.54%
1
Open
Jul 25, 2024
ACXP
Acurx Pharmaceuticals
0.55%
▼ 38.50%
1
Open
Jul 25, 2024
TWTR
Twitter
―
▲ 16.72%
3
Close
Oct 27, 2022
T
AT&T
0.65%
▲ 44.19%
5
Sell
Oct 17, 2022
TSLA
Tesla
44.86%
▲ 88.54%
6
Buy
Oct 17, 2022
PFE
Pfizer
―
▼ 10.80%
3
Close
Sep 28, 2022
GILD
Gilead Sciences
0.06%
▲ 38.83%
3
Sell
Sep 28, 2022
QCOM
Qualcomm
―
▼ 16.58%
3
Close
Sep 28, 2022
STBA
S&T Bancorp
―
▲ 0.62%
3
Close
Sep 28, 2022
NOK
Nokia
―
▼ 27.42%
2
Close
Sep 28, 2022
FMAO
Farmers & Merchants Bancorp
―
▲ 25.88%
2
Close
Sep 28, 2022
HRZN
Horizon Technology
3.13%
▼ 9.56%
3
Buy
Sep 28, 2022
AZN
AstraZeneca
7.12%
▲ 16.32%
3
Buy
Sep 28, 2022
CODX
Co-Diagnostics
―
▼ 78.17%
3
Close
Sep 28, 2022
BIGGQ
Big Lots
―
▼ 58.73%
4
Close
Sep 28, 2022
INTC
Intel
―
▼ 47.87%
3
Close
Sep 28, 2022
BAC
Bank of America
0.05%
▲ 13.74%
3
Sell
Sep 28, 2022
DIS
Walt Disney
―
▼ 44.77%
2
Close
Sep 28, 2022
CCAP
Crescent Capital BDC
―
▼ 4.66%
2
Close
Sep 28, 2022
ASX
ASE Technology Holding Co
―
▼ 40.04%
2
Close
Sep 28, 2022
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