tiprankstipranks
Trending News
More News >

Dave/Anne Portfolio - New Portfolio

David Power

Dave/Anne Portfolio
Individual Investor
Ranked #70,825 out of 804,211 TipRanks' Investors
Success Rate
69%
381 out of 555
profitable transactions
Average Return
16.05%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.61%
6-Month Return▲ 9.74%
12-Month Return▲ 32.52%
YTD Return▲ 14.03%
Total Return▲ 19.69%

Best Trade

Opened at
Closed at-
Gain▲ 702.54%

Bio

Performance

35.94%0-35.94%
▲ 25.97%
▲ 5.96%
▲ 16.74%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 3.69%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 1.03%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 10.31%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 10.71%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 3.83%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 35.94%
May 2025
▲ 4.89%
▲ 1.38%
▼ 0.15%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 16.74%
▲ 5.10%▼ 2.41%▼ 3.69%
▲ 6.03%▲ 2.69%▲ 1.03%
▼ 12.86%▼ 1.27%▼ 10.31%
▼ 1.80%▼ 5.57%▼ 10.71%
▲ 1.83%▼ 0.87%▲ 3.83%
▲ 12.21%▲ 6.28%▲ 35.94%
▲ 4.89%▲ 1.38%▼ 0.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Hyliion Holdings
0.69%
▼ 5.88%
29
Buy
Jun 19, 2025
Vanguard Dividend Appreciation Index Fund Admiral Shs
8.96%
▲ 12.09%
88
Buy
Jun 15, 2025
Vanguard 500 Index Fd Admiral Shs
14.1%
▲ 14.79%
83
Buy
Jun 15, 2025
Johnson & Johnson
0.1%
▼ 8.91%
43
Buy
Jun 13, 2025
Fabrinet
▲ 7.30%
7
Close
Jun 11, 2025
D-Wave Quantum
0.77%
▲ 77.99%
34
Buy
Jun 11, 2025
IonQ
0.69%
▲ 14.87%
12
Buy
Jun 11, 2025
Nvidia
21.79%
▲ 75.95%
24
Buy
Jun 10, 2025
Rigetti Computing
2.66%
▲ 14.83%
45
Sell
Jun 10, 2025
Alphabet Class A
▲ 11.10%
7
Close
Jun 10, 2025
Brixmor Property
0.15%
▲ 0.58%
4
Sell
Jun 10, 2025
Bitcoin
▼ 2.06%
18
Close
Jun 04, 2025
Aditxt
▼ 85.54%
6
Close
Apr 08, 2025
Vanguard S&P 500 ETF
3.09%
▲ 17.60%
8
Buy
Feb 25, 2025
Palantir Technologies
2.55%
▲ 60.29%
9
Sell
Feb 25, 2025
Vanguard Small Cap Value ETF
0.05%
▼ 6.37%
1
Open
Feb 19, 2025
iShares Core MSCI Total International Stock ETF
0.04%
▼ 0.31%
4
Open
Feb 17, 2025
iShares Core S&P Mid-Cap ETF
0.01%
▼ 5.33%
4
Open
Feb 17, 2025
iShares Core U.S. Aggregate Bond ETF
0.03%
▼ 1.62%
4
Open
Feb 17, 2025
Shopify
1.13%
▲ 59.51%
13
Sell
Feb 06, 2025