tiprankstipranks

Fundamentals Baker - New Portfolio

Alexander Daly

Fundamentals Baker
Individual Investor
Ranked #7,989 out of 781,066 TipRanks' Investors
Success Rate
84%
53 out of 63
profitable transactions
Average Return
89.49%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.40%
6-Month Return▲ 12.57%
12-Month Return▲ 15.05%
YTD Return▲ 0.27%
Total Return▲ 129.99%

Best Trade

Opened at
Closed at-
Gain▲ 1062.72%

Bio

i have no idea what im doing.

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 0.14%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 15.25%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 0.53%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 1.48%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.39%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 16.30%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 9.19%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 0.27%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 0.14%
▲ 8.13%▲ 1.21%▲ 15.25%
▼ 13.14%▲ 2.34%▼ 0.53%
▲ 2.93%▲ 2.10%▼ 1.48%
▲ 10.00%▼ 0.89%▲ 0.39%
▲ 26.04%▲ 5.96%▲ 16.30%
▲ 5.93%▼ 2.41%▼ 9.19%
▲ 11.17%▲ 1.96%▲ 0.27%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ebix
▼ 99.85%
2
Close
Aug 30, 2024
Macatawa Bank
▲ 160.14%
2
Close
Aug 02, 2024
Wintrust Financial
0.01%
▲ 35.31%
1
Open
Aug 02, 2024
Lakeland Bancorp
▲ 57.54%
2
Close
May 15, 2024
Provident Financial Services
0.01%
▲ 22.77%
1
Open
May 15, 2024
Summit Financial Group
▲ 93.13%
2
Close
May 02, 2024
Burke & Herbert Bank & Company
0.01%
▲ 23.69%
1
Open
May 02, 2024
The Community Financial
▲ 33.35%
2
Close
Jun 30, 2023
Shore Bancshares
0.01%
▲ 72.21%
2
Buy
Jun 30, 2023
First Merchants
0.01%
▲ 7.54%
1
Open
Mar 31, 2022
Independent Bank
0.01%
▼ 14.53%
1
Open
Nov 12, 2021
Glacier Bancorp
0.01%
▲ 3.20%
1
Open
Sep 30, 2021
Nvidia
96.93%
▲ 607.66%
1
Open
Jul 30, 2021
Affirm Holdings
0.77%
▼ 43.15%
1
Open
Feb 23, 2021
Microsoft
0.57%
▲ 107.53%
1
Open
Nov 25, 2020
Criteo SA
▲ 108.02%
2
Close
Nov 25, 2020
Park Hotels & Resorts
0.54%
▲ 34.89%
1
Open
Jun 05, 2020
Carnival
0.34%
▲ 20.18%
1
Open
Jun 05, 2020
Spirit Airlines
0.01%
▼ 97.56%
1
Open
Jun 05, 2020
Airbus SE
0.11%
▲ 87.23%
1
Open
Jun 05, 2020