tiprankstipranks

****3941 - New Portfolio

David

****3941
Individual Investor
Ranked #130,773 out of 728,786 TipRanks' Investors
Success Rate
63%
19 out of 30
profitable transactions
Average Return
12.89%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.05%
6-Month Return▲ 19.51%
12-Month Return▲ 19.11%
YTD Return▲ 4.39%
Total Return▲ 23.74%

Best Trade

Opened at
Closed at-
Gain▲ 89.45%

Bio

David's M1 Dividend's

Performance

24.17%0-24.17%
▼ 4.52%
▼ 4.74%
▼ 5.10%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 2.46%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 11.01%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.55%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 2.39%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.06%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.47%
Mar 2024
▼ 24.17%
▼ 4.31%
▼ 6.21%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 5.10%
▼ 6.45%▼ 2.17%▼ 2.46%
▲ 9.22%▲ 9.13%▲ 11.01%
▲ 5.14%▲ 4.57%▲ 4.55%
▼ 1.87%▲ 1.59%▲ 2.39%
▲ 14.08%▲ 5.22%▲ 5.06%
▲ 5.05%▲ 3.27%▲ 3.47%
▼ 24.17%▼ 4.31%▼ 6.21%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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4.46%
▼ 3.07%
5
Buy
Aug 27, 2022
JPMorgan Chase & Co.
5.86%
▲ 35.49%
3
Buy
Aug 27, 2022
PepsiCo
1.53%
▲ 8.56%
4
Buy
Aug 23, 2022
Home Depot
1.52%
▲ 5.23%
2
Buy
Aug 23, 2022
Target
2.04%
▲ 2.91%
3
Buy
Aug 23, 2022
Costco
2.83%
▲ 26.79%
3
Buy
Aug 23, 2022
Apple
8.07%
▲ 4.54%
3
Buy
Aug 18, 2022
Microsoft
12.53%
▲ 19.49%
3
Buy
Aug 18, 2022
Church & Dwight
0.22%
▲ 17.47%
1
Buy
Aug 01, 2022
Texas Roadhouse
0.88%
▲ 89.45%
1
Buy
Jul 31, 2022
Vanguard Total Stock Market ETF
2.42%
▲ 23.26%
1
Buy
Jul 31, 2022
T Rowe Price
1.89%
▼ 23.74%
1
Buy
Jul 31, 2022
Domino's Pizza
4.06%
▲ 21.50%
1
Buy
Jul 31, 2022
VICI Properties
2.93%
▼ 4.75%
1
Buy
Jul 31, 2022
Starbucks
7.06%
▼ 4.10%
1
Buy
Jul 31, 2022
Schwab U.S. Large-Cap Growth ETF
10.75%
▲ 34.27%
1
Buy
Jul 31, 2022
Schwab US Dividend Equity ETF
30.93%
▼ 1.34%
1
Buy
Jul 31, 2022