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DGI Portfolio - New Portfolio

Jazz Paw

DGI Portfolio
Individual Investor
Ranked #23,487 out of 793,835 TipRanks' Investors
Success Rate
78%
21 out of 27
profitable transactions
Average Return
97.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.15%
6-Month Return▼ 6.32%
12-Month Return▼ 6.26%
YTD Return▼ 2.71%
Total Return▲ 130.07%

Best Trade

Opened at
Closed at-
Gain▲ 425.69%

Bio

Individual investor. I both invest my own money and create model portfolios.

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 1.96%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.19%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 5.67%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 7.59%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 5.71%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 6.22%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.35%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 7.15%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 1.96%
▲ 2.93%▲ 2.10%▲ 4.19%
▲ 10.00%▼ 0.89%▼ 5.67%
▲ 26.01%▲ 5.96%▲ 7.59%
▲ 5.33%▼ 2.41%▼ 5.71%
▲ 5.89%▲ 2.69%▲ 6.22%
▼ 12.86%▼ 1.27%▼ 1.35%
▲ 3.73%▼ 4.27%▼ 7.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
The Estée Lauder Companies
1.5%
▼ 57.34%
3
Buy
Oct 03, 2024
Church & Dwight
▲ 116.13%
2
Close
May 18, 2023
FedEx
▲ 31.75%
2
Close
May 18, 2023
Eaton
▲ 160.52%
2
Close
May 18, 2023
Pool
2.89%
▼ 16.47%
2
Buy
May 18, 2023
McCormick & Company
▲ 80.99%
2
Close
May 18, 2023
CVS Health
4.62%
▲ 3.93%
1
Open
May 18, 2023
Walker & Dunlop
4.81%
▲ 20.72%
1
Open
May 18, 2023
Honeywell International
2.89%
▲ 72.26%
2
Sell
Dec 13, 2018
Genuine Parts Company
▲ 5.32%
2
Close
Oct 17, 2018
Costco
10.65%
▲ 425.69%
1
Open
May 15, 2018
Illinois Tool Works
4.52%
▲ 98.85%
1
Open
May 15, 2018
Apple
11.99%
▲ 393.43%
1
Open
May 15, 2018
Union Pacific
4.26%
▲ 92.77%
1
Open
May 15, 2018
Factset Research
5.14%
▲ 143.98%
1
Open
May 15, 2018
Automatic Data Processing
6.89%
▲ 174.24%
1
Open
May 15, 2018
Accenture
4.88%
▲ 116.36%
1
Open
May 15, 2018
JPMorgan Chase
5.57%
▲ 160.55%
1
Open
May 15, 2018
Walt Disney
2.25%
▼ 0.81%
1
Open
May 15, 2018
Home Depot
4.92%
▲ 125.91%
1
Open
May 15, 2018