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EDGR - New Portfolio

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

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

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 AverageS&P 500Investor 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 Technologies
3%
▼ 6.34%
7
Buy
Dec 20, 2024
Nvidia
4.44%
▼ 3.22%
3
Buy
Dec 20, 2024
Amgen
3.33%
▼ 10.42%
2
Buy
Dec 20, 2024
Microsoft
5.27%
▼ 6.44%
6
Buy
Dec 11, 2024
Berkshire Hathaway B
6.22%
▼ 2.90%
2
Buy
Dec 11, 2024
SPDR Gold Shares
5.71%
▼ 1.99%
3
Buy
Dec 11, 2024
Merck & Company
1.61%
▲ 0.26%
2
Buy
Dec 11, 2024
POET Technologies
0.78%
▲ 4.56%
4
Buy
Dec 11, 2024
ProShares Short S&P500
0.35%
▲ 2.40%
2
Buy
Dec 11, 2024
ProShares UltraPro Short QQQ
0.25%
▲ 2.24%
2
Buy
Dec 11, 2024
Gartner
1.35%
▼ 5.26%
1
Open
Dec 11, 2024
Intuit
1.77%
▼ 0.49%
1
Open
Dec 08, 2024
L3Harris Technologies
1.17%
▼ 7.06%
1
Open
Dec 08, 2024
Charles Schwab
1.63%
▼ 8.79%
1
Open
Dec 06, 2024
Quanta Services
2.7%
▼ 1.27%
3
Open
Dec 03, 2024
Nextera Energy Partners
0.48%
▲ 1.91%
2
Buy
Dec 03, 2024
Ambarella
0.78%
▼ 1.27%
1
Open
Dec 03, 2024
CrowdStrike Holdings
2.98%
▲ 3.53%
1
Open
Dec 03, 2024
ProShares UltraPro S&P500
0.8%
▼ 6.34%
1
Open
Dec 02, 2024
ProShares UltraPro QQQ
0.73%
▼ 0.22%
1
Open
Dec 02, 2024