tiprankstipranks

US Stocks - New Portfolio

David Lazarus

US Stocks
Individual Investor
Ranked #193,703 out of 730,199 TipRanks' Investors
Success Rate
55%
22 out of 40
profitable transactions
Average Return
10.49%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.32%
6-Month Return▲ 25.63%
12-Month Return▲ 30.68%
YTD Return▲ 11.31%
Total Return▲ 32.58%

Best Trade

Opened at
Closed at-
Gain▲ 238.51%

Bio

Stock market researcher resident in Johannesburg South Africa. Currently manages a personal portfolio of local and foreign stocks. Portfolio construction a favorite topic.

Performance

18.13%0-18.13%
▼ 4.52%
▼ 4.74%
▼ 4.69%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 2.07%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 6.41%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.51%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.36%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.32%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.99%
Mar 2024
▼ 18.13%
▼ 3.38%
▲ 0.26%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 4.69%
▼ 6.45%▼ 2.17%▼ 2.07%
▲ 9.22%▲ 9.13%▲ 6.41%
▲ 5.14%▲ 4.57%▲ 4.51%
▼ 1.87%▲ 1.59%▲ 1.36%
▲ 14.08%▲ 5.22%▲ 4.32%
▲ 5.05%▲ 3.27%▲ 4.99%
▼ 18.13%▼ 3.38%▲ 0.26%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Taiwan Semiconductor Manufacturing
4.45%
▼ 2.26%
1
Open
Mar 29, 2024
Invesco PHLX Semiconductor ETF
2.37%
▼ 7.62%
1
Open
Mar 29, 2024
Devon Energy
▼ 14.32%
3
Close
Dec 14, 2023
Fidelity High Dividend ETF
▲ 6.84%
2
Close
Dec 14, 2023
iShares MSCI Taiwan ETF
▼ 3.08%
2
Close
Oct 06, 2023
Amazon
11.31%
▲ 54.46%
3
Sell
Jun 30, 2023
Occidental Petroleum
▲ 0.47%
3
Close
Jun 30, 2023
Walgreens Boots Alliance
▼ 28.63%
3
Close
Jun 30, 2023
Schwab US Dividend Equity ETF
7.58%
▲ 10.78%
2
Buy
Jun 30, 2023
NRG Energy
▼ 3.94%
2
Close
Apr 06, 2023
Altria Group
▲ 3.99%
2
Close
Apr 06, 2023
PPL
▲ 21.07%
2
Close
Apr 06, 2023
Exelixis
▲ 33.68%
2
Close
Apr 06, 2023
Brookfield Corporation
▼ 17.06%
2
Close
Apr 06, 2023
GlaxoSmithKline
▲ 10.90%
2
Close
Apr 06, 2023
Pfizer
▼ 16.46%
2
Close
Apr 06, 2023
GE Healthcare Technologies Inc
▲ 32.52%
2
Close
Apr 06, 2023
Brookfield Asset Management Ltd. Class A
▲ 7.59%
2
Close
Apr 06, 2023
Schwab U.S. Large-Cap Growth ETF
5.79%
▲ 38.24%
1
Open
Apr 06, 2023
Enterprise Products Partners
▲ 1.50%
2
Close
Jan 06, 2023