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New Portfolio Dec 2022 - New Portfolio

David McKenzie

New Portfolio Dec 2022
Individual Investor
Ranked #58,925 out of 821,200 TipRanks' Investors
Success Rate
68%
52 out of 77
profitable transactions
Average Return
54.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.69%
6-Month Return▲ 49.73%
12-Month Return▲ 45.86%
YTD Return▲ 42.55%
Total Return▲ 184.72%

Best Trade

Opened at
Closed at-
Gain▲ 733.00%

Bio

Chemical Engineer with major construction and business development background. Dallas based independent investor and advisor.

Performance

22.60%0-22.60%
▼ 15.60%
▼ 5.57%
▼ 0.52%
Mar 2025
▼ 3.50%
▼ 0.87%
▲ 5.20%
Apr 2025
▲ 7.77%
▲ 6.28%
▲ 14.00%
May 2025
▲ 2.59%
▲ 5.14%
▲ 11.13%
Jun 2025
▲ 22.60%
▲ 2.30%
▲ 3.03%
Jul 2025
▼ 1.95%
▲ 2.05%
▼ 0.18%
Aug 2025
▲ 6.01%
▲ 3.56%
▲ 4.99%
Sep 2025
▲ 2.08%
▲ 0.46%
▲ 0.85%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 15.60%▼ 5.57%▼ 0.52%
▼ 3.50%▼ 0.87%▲ 5.20%
▲ 7.77%▲ 6.28%▲ 14.00%
▲ 2.59%▲ 5.14%▲ 11.13%
▲ 22.60%▲ 2.30%▲ 3.03%
▼ 1.95%▲ 2.05%▼ 0.18%
▲ 6.01%▲ 3.56%▲ 4.99%
▲ 2.08%▲ 0.46%▲ 0.85%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Tesla
▲ 28.33%
10
Close
Jul 07, 2025
Federal Signal
2.83%
▲ 7.17%
1
Open
Jul 07, 2025
Leonardo Drs
2.42%
▲ 69.45%
3
Buy
Jun 20, 2025
Lantheus
▼ 35.84%
2
Close
Jun 19, 2025
Bitcoin
▲ 8.45%
2
Close
Jun 19, 2025
VanEck Semiconductor ETF
4.28%
▲ 29.96%
1
Open
Jun 19, 2025
Fortinet
2.34%
▼ 13.58%
1
Open
Jun 19, 2025
Microsoft
11.2%
▲ 74.91%
6
Buy
Jun 18, 2025
Arch Capital Group
▼ 5.79%
2
Close
Jun 18, 2025
Cheniere Energy
5.45%
▲ 11.87%
3
Sell
Jun 18, 2025
Baker Hughes Company
▼ 18.08%
3
Close
Jun 18, 2025
Costco
2.49%
▼ 11.76%
2
Sell
Jun 18, 2025
TSMC
8.6%
▲ 35.28%
1
Open
Jun 18, 2025
Apple
4.65%
▲ 30.95%
1
Open
Jun 18, 2025
CoreWeave
1.75%
▲ 28.50%
1
Open
May 21, 2025
Amazon
8.05%
▲ 114.71%
5
Sell
Feb 05, 2025
Invesco QQQ Trust
▲ 79.31%
6
Close
Feb 05, 2025
Nvidia
11.96%
▲ 541.28%
6
Buy
Feb 05, 2025
Berkshire Hathaway B
▲ 52.14%
4
Close
Feb 05, 2025
Group 1 Automotive
5.24%
▲ 31.88%
2
Buy
Feb 05, 2025