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My Portfolio - New Portfolio

David

My Portfolio
Individual Investor
Ranked #175,032 out of 769,002 TipRanks' Investors
Success Rate
55%
67 out of 121
profitable transactions
Average Return
17.02%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.90%
6-Month Return▲ 10.74%
12-Month Return▲ 29.21%
YTD Return▲ 13.76%
Total Return▲ 39.73%

Best Trade

Opened at
Closed at-
Gain▲ 861.32%

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
▼ 4.22%
▲ 2.34%
▲ 3.61%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.27%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 1.58%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 2.89%
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%
▼ 4.22%▲ 2.34%▲ 3.61%
▲ 7.82%▲ 2.10%▲ 1.27%
▲ 5.70%▼ 0.89%▲ 1.58%
▲ 21.94%▲ 3.81%▲ 2.89%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class A
3.55%
▲ 57.19%
2
Sell
Jul 01, 2024
Chevron
2.71%
▲ 37.28%
3
Buy
Jul 01, 2024
Amazon
3.41%
▲ 20.07%
2
Sell
Jul 01, 2024
AbbVie
3.38%
▲ 58.78%
5
Buy
Jul 01, 2024
Abbott Laboratories
3.12%
▲ 9.36%
4
Buy
Jul 01, 2024
Nvidia
9.81%
▲ 861.32%
2
Sell
Jul 01, 2024
Nike
▼ 49.61%
4
Close
Jul 01, 2024
Starbucks
2.31%
▲ 4.94%
4
Buy
Jul 01, 2024
Trade Desk
3.75%
▲ 110.66%
2
Sell
Jul 01, 2024
Eli Lilly & Co
2.53%
▲ 5.83%
4
Open
Jul 01, 2024
Netflix
2.97%
▲ 16.57%
3
Open
Jul 01, 2024
American Express
2.9%
▲ 23.74%
1
Open
Jul 01, 2024
Bank of America
3.41%
▲ 15.87%
1
Open
Jul 01, 2024
Caterpillar
2.56%
▲ 16.82%
1
Open
Jul 01, 2024
Celsius Holdings
1.02%
▼ 52.09%
1
Open
Jul 01, 2024
Dell Technologies
0.9%
▼ 5.54%
1
Open
Jul 01, 2024
e.l.f. Beauty
2.4%
▼ 41.71%
1
Open
Jul 01, 2024
Halliburton
2.1%
▼ 6.19%
1
Open
Jul 01, 2024
Kenvue, Inc.
1.52%
▲ 34.94%
1
Open
Jul 01, 2024
Lululemon Athletica
1.04%
▲ 1.97%
1
Open
Jul 01, 2024