My Portfolio - New Portfolio

David

My Portfolio
Individual Investor
Ranked #161,237 out of 764,830 TipRanks' Investors
Success Rate
55%
67 out of 121
profitable transactions
Average Return
15.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.80%
6-Month Return▲ 12.82%
12-Month Return▲ 30.76%
YTD Return▲ 11.14%
Total Return▲ 36.52%

Best Trade

Opened at
Closed at-
Gain▲ 796.48%

Bio

Est. 2021

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.43%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.07%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.04%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 0.58%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 3.61%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.27%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 1.86%
Oct 2024
▼ 2.13%
▲ 0.42%
▲ 0.24%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.43%
▲ 11.46%▲ 5.06%▲ 4.07%
▼ 2.25%▲ 3.53%▲ 1.04%
▲ 25.72%▲ 1.21%▲ 0.58%
▼ 4.21%▲ 2.34%▲ 3.61%
▲ 7.82%▲ 2.10%▲ 1.27%
▲ 6.02%▼ 0.89%▲ 1.86%
▼ 2.13%▲ 0.42%▲ 0.24%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class A
3.53%
▲ 51.17%
2
Sell
Jul 01, 2024
Chevron
2.65%
▲ 29.70%
3
Buy
Jul 01, 2024
Amazon
3.45%
▲ 15.87%
2
Sell
Jul 01, 2024
AbbVie
4.19%
▲ 89.73%
5
Buy
Jul 01, 2024
Abbott Laboratories
3.26%
▲ 10.99%
4
Buy
Jul 01, 2024
Nvidia
9.66%
▲ 796.48%
2
Sell
Jul 01, 2024
Nike
▼ 49.61%
4
Close
Jul 01, 2024
Starbucks
2.35%
▲ 2.99%
4
Buy
Jul 01, 2024
Trade Desk
3.74%
▲ 101.09%
2
Sell
Jul 01, 2024
Eli Lilly & Co
2.79%
▲ 8.65%
4
Open
Jul 01, 2024
Netflix
2.64%
▲ 7.04%
3
Open
Jul 01, 2024
American Express
2.86%
▲ 16.21%
1
Open
Jul 01, 2024
Bank of America
3.18%
▲ 3.97%
1
Open
Jul 01, 2024
Caterpillar
2.65%
▲ 15.30%
1
Open
Jul 01, 2024
Celsius Holdings
1.21%
▼ 46.28%
1
Open
Jul 01, 2024
Dell Technologies
0.92%
▼ 8.44%
1
Open
Jul 01, 2024
e.l.f. Beauty
2.21%
▼ 49.11%
1
Open
Jul 01, 2024
Halliburton
1.97%
▼ 15.37%
1
Open
Jul 01, 2024
Kenvue, Inc.
1.53%
▲ 29.61%
1
Open
Jul 01, 2024
Lululemon Athletica
1.1%
▲ 5.22%
1
Open
Jul 01, 2024