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EDGR - New Portfolio

BRENNAN THOMAS

EDGR
Individual Investor
Ranked #354,750 out of 788,370 TipRanks' Investors
Success Rate
52%
108 out of 208
profitable transactions
Average Return
4.87%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.90%
6-Month Return▲ 7.90%
12-Month Return▲ 15.71%
YTD Return▲ 0.49%
Total Return▼ 3.33%

Best Trade

Opened at
Closed at
Gain▲ 354.40%

Bio

I invest in growth value-oriented names. Focusing on strong fundamentals and potential breakouts with a margin of safety.

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 4.19%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 0.13%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 1.17%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 2.13%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 8.26%
Nov 2024
▲ 5.97%
▼ 2.41%
▲ 0.26%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 0.52%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 0.03%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 4.19%
▼ 13.14%▲ 2.34%▼ 0.13%
▲ 2.93%▲ 2.10%▼ 1.17%
▲ 9.99%▼ 0.89%▼ 2.13%
▲ 26.03%▲ 5.96%▲ 8.26%
▲ 5.97%▼ 2.41%▲ 0.26%
▲ 5.25%▲ 2.69%▲ 0.52%
▼ 9.08%▲ 1.42%▼ 0.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Cadence Design
1.54%
▼ 11.63%
2
Buy
Feb 19, 2025
Intuit
▼ 10.16%
2
Close
Feb 17, 2025
L3Harris Technologies
▼ 11.60%
3
Close
Feb 17, 2025
Gartner
▼ 1.04%
2
Close
Feb 17, 2025
Carpenter Technology
1.37%
▼ 5.17%
1
Open
Feb 17, 2025
Howmet Aerospace
0.91%
▼ 5.00%
1
Open
Feb 17, 2025
Union Pacific
▲ 4.24%
2
Close
Feb 11, 2025
Netflix
3.52%
▼ 24.44%
3
Open
Feb 04, 2025
XPLR Infrastructure
▼ 44.38%
3
Close
Feb 04, 2025
Constellation Energy Corporation
▲ 33.03%
2
Close
Feb 04, 2025
POET Technologies
▲ 4.12%
5
Close
Feb 04, 2025
Rockwell Automation
▼ 9.49%
2
Close
Feb 04, 2025
Apple
0.86%
▲ 5.59%
1
Open
Feb 04, 2025
Eli Lilly & Co
3.06%
▲ 5.95%
1
Open
Feb 04, 2025
Roblox
0.44%
▼ 15.29%
1
Open
Feb 04, 2025
CAVA Group, Inc.
0.61%
▼ 24.14%
1
Open
Feb 04, 2025
Quanta Services
1.51%
▼ 10.22%
4
Buy
Feb 02, 2025
ON Semiconductor
2.27%
▼ 2.36%
2
Buy
Feb 02, 2025
Nvidia
33%
▲ 3.38%
5
Buy
Feb 02, 2025
Amgen
3.19%
▲ 11.79%
3
Buy
Dec 25, 2024