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AAA 730 **1550 - New Portfolio

Luke D

AAA 730 **1550
Individual Investor
Ranked #238,204 out of 824,216 TipRanks' Investors
Success Rate
54%
34 out of 63
profitable transactions
Average Return
32.50%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.77%
6-Month Return▲ 40.09%
12-Month Return▲ 19.02%
YTD Return▲ 30.32%
Total Return▲ 38.23%

Best Trade

Opened at
Closed at
Gain▲ 718.33%

Bio

Longterm things

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 5.06%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 3.87%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 8.46%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.33%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.75%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 8.09%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.48%
Sep 2025
▲ 4.43%
▲ 0.77%
▲ 2.85%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 5.06%
▲ 0.80%▼ 0.87%▲ 3.87%
▲ 11.63%▲ 6.28%▲ 8.46%
▲ 9.25%▲ 5.14%▲ 5.33%
▲ 7.60%▲ 2.30%▲ 0.75%
▲ 2.76%▲ 2.05%▲ 8.09%
▲ 12.88%▲ 3.56%▲ 0.48%
▲ 4.43%▲ 0.77%▲ 2.85%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Colgate-Palmolive
15.11%
▲ 7.39%
4
Sell
Sep 22, 2025
Exact Sciences
▼ 21.48%
2
Sell
Aug 05, 2025
Nvidia
▲ 306.00%
7
Close
Apr 08, 2025
Meta Platforms
▲ 42.88%
12
Sell
Jan 02, 2025
PepsiCo
▲ 21.46%
4
Close
Jan 02, 2025
Automotive Finco Corp
▼ 97.43%
2
Close
Nov 19, 2024
Okta
▼ 65.66%
2
Sell
Nov 19, 2024
MetaPower International
▼ 99.99%
2
Close
Nov 19, 2024
Liquid Holdings
0.00%
2
Close
Nov 19, 2024
Rivian Automotive
1.82%
▼ 59.60%
4
Sell
Nov 18, 2024
Microsoft
29.75%
▲ 174.05%
6
Buy
Nov 18, 2024
Berkshire Hathaway B
18.49%
▲ 99.21%
4
Buy
Nov 18, 2024
ARM Holdings PLC ADR
3.29%
▲ 5.23%
2
Close
Nov 18, 2024
Duke Energy
12.12%
▲ 19.19%
4
Sell
Oct 14, 2024
Bristol-Myers Squibb
▲ 20.56%
4
Close
Oct 12, 2024
Becton Dickinson
▼ 6.23%
4
Close
Sep 05, 2024
QuantumScape
▼ 48.19%
4
Sell
Aug 08, 2024
Nio
▼ 64.36%
4
Sell
Aug 08, 2024
Pagaya Technologies Ltd
5.55%
▲ 139.62%
1
Buy
Mar 15, 2024
Ares Capital
▲ 0.89%
4
Close
Mar 09, 2024