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EDGR - New Portfolio

BRENNAN THOMAS

EDGR
Individual Investor
Ranked #376,105 out of 793,101 TipRanks' Investors
Success Rate
49%
101 out of 208
profitable transactions
Average Return
4.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.37%
6-Month Return▲ 5.45%
12-Month Return▲ 6.92%
YTD Return▼ 1.98%
Total Return▼ 6.24%

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

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 0.13%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 1.17%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.13%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 8.26%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 0.30%
Dec 2024
▲ 5.83%
▲ 2.69%
▲ 0.73%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.85%
Feb 2025
▲ 2.82%
▼ 4.80%
▼ 0.86%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 0.13%
▲ 2.93%▲ 2.10%▼ 1.17%
▲ 10.00%▼ 0.89%▼ 2.13%
▲ 26.01%▲ 5.96%▲ 8.26%
▲ 5.39%▼ 2.41%▼ 0.30%
▲ 5.83%▲ 2.69%▲ 0.73%
▼ 12.86%▼ 1.27%▼ 1.85%
▲ 2.82%▼ 4.80%▼ 0.86%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Quanta Services
▼ 15.09%
5
Close
Mar 07, 2025
Cadence Design
1.69%
▼ 8.62%
2
Buy
Feb 19, 2025
Intuit
▼ 10.16%
2
Close
Feb 17, 2025
L3Harris Technologies
▼ 10.68%
3
Close
Feb 17, 2025
Gartner
▼ 1.04%
2
Close
Feb 17, 2025
Carpenter Technology
1.45%
▼ 5.15%
1
Open
Feb 17, 2025
Howmet Aerospace
1.01%
▼ 0.42%
1
Open
Feb 17, 2025
Union Pacific
▲ 4.24%
2
Close
Feb 11, 2025
Netflix
3.62%
▼ 26.01%
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
0.82%
▼ 5.08%
1
Open
Feb 04, 2025
Eli Lilly & Co
3.22%
▲ 4.88%
1
Open
Feb 04, 2025
Roblox
0.46%
▼ 17.09%
1
Open
Feb 04, 2025
CAVA Group, Inc.
0.54%
▼ 36.51%
1
Open
Feb 04, 2025
ON Semiconductor
2.04%
▼ 17.48%
2
Buy
Feb 02, 2025
Nvidia
31.61%
▼ 6.63%
5
Buy
Feb 02, 2025
Amgen
3.51%
▲ 15.98%
3
Buy
Dec 25, 2024