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EDGR
- New Portfolio
Performance
Portfolio Details
BRENNAN THOMAS
EDGR
Individual Investor
Ranked #399,584 out of 775,913 TipRanks' Investors
Success Rate
46%
88 out of 190
profitable transactions
Average Return
5.09%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 2.32%
6-Month Return
▲ 6.05%
12-Month Return
▲ 16.13%
YTD Return
▲ 15.48%
Total Return
▼ 6.34%
Best Trade
Asset
Meta Platforms (META)
Opened at
Jan 03, 2023
Closed at
Nov 25, 2024
Gain
▲ 354.40%
Bio
I invest in growth value-oriented names. Focusing on strong fundamentals and potential breakouts with a margin of safety.
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
43.22%
0
-43.22%
▲ 11.46%
▲ 5.06%
▲ 4.32%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.62%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 4.19%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.13%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 1.17%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 2.12%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 8.26%
Nov 2024
▼ 5.24%
▼ 2.73%
▼ 2.40%
Dec 2024
TipRanks Average
S&P 500
Investor Portfolio
▲ 11.46%
▲ 5.06%
▲ 4.32%
▼ 2.25%
▲ 3.53%
▼ 0.62%
▲ 25.71%
▲ 1.21%
▲ 4.19%
▼ 4.22%
▲ 2.34%
▼ 0.13%
▲ 7.82%
▲ 2.10%
▼ 1.17%
▲ 5.38%
▼ 0.89%
▼ 2.12%
▲ 43.22%
▲ 5.96%
▲ 8.26%
▼ 5.24%
▼ 2.73%
▼ 2.40%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
UBER
Uber Technologies
3%
▼ 6.34%
7
Buy
Dec 20, 2024
NVDA
Nvidia
4.44%
▼ 3.22%
3
Buy
Dec 20, 2024
AMGN
Amgen
3.33%
▼ 10.42%
2
Buy
Dec 20, 2024
MSFT
Microsoft
5.27%
▼ 6.44%
6
Buy
Dec 11, 2024
BRK.B
Berkshire Hathaway B
6.22%
▼ 2.90%
2
Buy
Dec 11, 2024
GLD
SPDR Gold Shares
5.71%
▼ 1.99%
3
Buy
Dec 11, 2024
MRK
Merck & Company
1.61%
▲ 0.26%
2
Buy
Dec 11, 2024
POET
POET Technologies
0.78%
▲ 4.56%
4
Buy
Dec 11, 2024
SH
ProShares Short S&P500
0.35%
▲ 2.40%
2
Buy
Dec 11, 2024
SQQQ
ProShares UltraPro Short QQQ
0.25%
▲ 2.24%
2
Buy
Dec 11, 2024
IT
Gartner
1.35%
▼ 5.26%
1
Open
Dec 11, 2024
INTU
Intuit
1.77%
▼ 0.49%
1
Open
Dec 08, 2024
LHX
L3Harris Technologies
1.17%
▼ 7.06%
1
Open
Dec 08, 2024
SCHW
Charles Schwab
1.63%
▼ 8.79%
1
Open
Dec 06, 2024
PWR
Quanta Services
2.7%
▼ 1.27%
3
Open
Dec 03, 2024
NEP
Nextera Energy Partners
0.48%
▲ 1.91%
2
Buy
Dec 03, 2024
AMBA
Ambarella
0.78%
▼ 1.27%
1
Open
Dec 03, 2024
CRWD
CrowdStrike Holdings
2.98%
▲ 3.53%
1
Open
Dec 03, 2024
UPRO
ProShares UltraPro S&P500
0.8%
▼ 6.34%
1
Open
Dec 02, 2024
TQQQ
ProShares UltraPro QQQ
0.73%
▼ 0.22%
1
Open
Dec 02, 2024
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