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Working with TipRanks
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DMB Ideas - New Portfolio
David M. Biggs
DMB IdeasIndividual Investor
Ranked #85,534 out of 731,625 TipRanks' Investors
Success Rate
18 out of 25
profitable transactions
profitable transactions
Average Return
19.55%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 4.08%
6-Month Return▲ 24.57%
12-Month Return-
YTD Return▲ 5.22%
Total Return▲ 25.84%
Best Trade
Bio
David is the founding principal of Evergreen Wealth Management. With nearly 20 years of wealth management experience, he decided to start his own firm in January 2022. Specializing in retirement income needs and multi-generational wealth succession
Performance
14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 6.21%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.88%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 12.67%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.70%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 7.09%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.07%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.44%
Apr 2024
▼ 1.77%
▼ 0.32%
▼ 0.38%
May 2024
▼ 6.45%▼ 2.17%▼ 6.21%
▲ 9.22%▲ 9.13%▲ 9.88%
▲ 5.14%▲ 4.57%▲ 12.67%
▼ 1.87%▲ 1.59%▼ 2.70%
▲ 14.08%▲ 5.22%▲ 7.09%
▲ 5.05%▲ 3.27%▲ 6.07%
▼ 12.40%▼ 4.03%▼ 4.44%
▼ 1.77%▼ 0.32%▼ 0.38%