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DMB Ideas - New Portfolio

David M. Biggs

DMB Ideas
Individual Investor
Ranked #89,248 out of 739,700 TipRanks' Investors
Success Rate
72%
18 out of 25
profitable transactions
Average Return
27.99%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.38%
6-Month Return▲ 18.26%
12-Month Return▲ 25.92%
YTD Return▲ 11.74%
Total Return▲ 33.64%

Best Trade

Opened at
Closed at-
Gain▲ 208.80%

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%
▲ 9.22%
▲ 9.13%
▲ 9.87%
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
▲ 11.46%
▲ 5.06%
▲ 5.58%
May 2024
▼ 6.43%
▲ 1.82%
▲ 0.20%
Jun 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 9.22%▲ 9.13%▲ 9.87%
▲ 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%
▲ 11.46%▲ 5.06%▲ 5.58%
▼ 6.43%▲ 1.82%▲ 0.20%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Johnson Controls
0%
▲ 17.06%
2
Sell
Apr 25, 2024
Meta Platforms
4.14%
▲ 14.97%
1
Open
Apr 25, 2024
Marinus
▲ 21.02%
2
Close
Mar 28, 2024
Dollar General
▼ 0.44%
2
Close
Mar 28, 2024
Charles Schwab
▲ 34.62%
2
Close
Mar 28, 2024
Federated Hermes
3.6%
▼ 6.51%
1
Open
Mar 28, 2024
Lantheus
5.57%
▲ 30.25%
1
Open
Mar 28, 2024
Sprouts Farmers
5.2%
▲ 17.31%
1
Open
Mar 28, 2024
American Eagle
3.02%
▼ 18.91%
1
Open
Mar 28, 2024
AbbVie
4.49%
▲ 27.51%
1
Open
Jun 03, 2023
Pure Storage
7.15%
▲ 93.43%
1
Open
Jun 03, 2023
Nvidia
11.58%
▲ 208.80%
1
Open
Jun 03, 2023
Microsoft
4.9%
▲ 29.80%
1
Open
Jun 03, 2023
Marathon Petroleum
5.62%
▲ 63.78%
1
Open
Jun 03, 2023
3M
3.78%
▲ 30.53%
1
Open
Jun 03, 2023
JPMorgan Chase & Co.
5.1%
▲ 43.44%
1
Open
Jun 03, 2023
Irhythm Technologies
3.25%
▼ 11.88%
1
Open
Jun 03, 2023
HCA Healthcare
4.54%
▲ 24.62%
1
Open
Jun 03, 2023
Devon Energy
3.54%
▲ 2.88%
1
Open
Jun 03, 2023
Solo Brands Inc Class A
1.68%
▼ 54.36%
1
Open
Jun 03, 2023