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Growth Ideas - New Portfolio

David M. Biggs

Growth Ideas
Individual Investor
Ranked #100,393 out of 730,653 TipRanks' Investors
Success Rate
71%
24 out of 34
profitable transactions
Average Return
10.94%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.18%
6-Month Return▲ 19.05%
12-Month Return▲ 19.25%
YTD Return▼ 3.45%
Total Return▲ 22.93%

Best Trade

Opened at
Closed at-
Gain▲ 138.30%

Bio

David is the founding principal of Evergreen Wealth Management.

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 3.11%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 3.44%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 11.45%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 8.82%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 5.22%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.29%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.88%
Mar 2024
▼ 11.79%
▼ 2.83%
▼ 3.18%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 3.11%
▼ 6.45%▼ 2.17%▼ 3.44%
▲ 9.22%▲ 9.13%▲ 11.45%
▲ 5.14%▲ 4.57%▲ 8.82%
▼ 1.87%▲ 1.59%▼ 5.22%
▲ 14.08%▲ 5.22%▲ 4.29%
▲ 5.05%▲ 3.27%▲ 0.88%
▼ 11.79%▼ 2.83%▼ 3.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Solo Brands Inc Class A
0%
▼ 49.11%
3
Sell
Apr 25, 2024
NetEase
0%
▲ 2.19%
2
Sell
Apr 25, 2024
Lamb Weston Holdings
0%
▼ 18.47%
2
Sell
Apr 25, 2024
Meta Platforms
5.36%
▲ 0.43%
1
Open
Apr 25, 2024
Coinbase Global
5.95%
▲ 5.68%
1
Open
Apr 25, 2024
Agnico Eagle
▲ 8.94%
2
Close
Mar 28, 2024
Coterra Energy
▲ 15.25%
2
Close
Mar 28, 2024
Open Text
▲ 4.12%
3
Close
Mar 28, 2024
Charles Schwab
▲ 49.20%
3
Close
Mar 28, 2024
Marinus
▼ 10.44%
3
Close
Mar 28, 2024
American Eagle
5.2%
▼ 4.92%
1
Open
Mar 28, 2024
Federated Hermes
4.89%
▼ 9.19%
1
Open
Mar 28, 2024
Lantheus
6.12%
▲ 5.33%
1
Open
Mar 28, 2024
NetApp
5.44%
▼ 3.01%
1
Open
Mar 28, 2024
Sprouts Farmers
5.79%
▲ 3.88%
1
Open
Mar 28, 2024
Avery Dennison
5.83%
▲ 30.43%
2
Sell
Mar 05, 2024
Dell Technologies
5.41%
▲ 6.62%
1
Open
Mar 05, 2024
Pure Storage
9.79%
▲ 138.30%
2
Sell
Mar 01, 2024
Booz Allen
5.5%
▲ 54.14%
3
Sell
Feb 14, 2024
Brunswick
▲ 15.42%
3
Close
Feb 14, 2024