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Dave's portfolio 9000 - New Portfolio

Dave Deschacht

Dave's portfolio 9000
Individual Investor
Ranked #80,735 out of 730,653 TipRanks' Investors
Success Rate
88%
14 out of 16
profitable transactions
Average Return
15.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.92%
6-Month Return▲ 27.96%
12-Month Return-
YTD Return▲ 6.07%
Total Return▲ 25.23%

Best Trade

Opened at
Closed at-
Gain▲ 42.58%

Bio

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▲ 0.03%
Sep 2023
▼ 6.45%
▼ 2.17%
▲ 0.49%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 12.38%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.51%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 2.39%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.70%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.81%
Mar 2024
▼ 11.79%
▼ 2.83%
▼ 0.92%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▲ 0.03%
▼ 6.45%▼ 2.17%▲ 0.49%
▲ 9.22%▲ 9.13%▲ 12.38%
▲ 5.14%▲ 4.57%▲ 4.51%
▼ 1.87%▲ 1.59%▲ 2.39%
▲ 14.08%▲ 5.22%▲ 2.70%
▲ 5.05%▲ 3.27%▲ 1.81%
▼ 11.79%▼ 2.83%▼ 0.92%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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iShares Russell 1000 Growth UCITS ETF AccumUSD
4.69%
▲ 6.77%
3
Buy
Jan 29, 2024
Apple
8.97%
▼ 0.56%
2
Sell
Dec 27, 2023
Alphabet Class A
11.96%
▲ 24.94%
2
Buy
Dec 27, 2023
UnitedHealth
▲ 0.29%
2
Close
Nov 29, 2023
Amazon
14.78%
▲ 35.56%
2
Buy
Nov 06, 2023
Intuit
6.93%
▲ 27.55%
1
Open
Nov 06, 2023
Moody's
3.07%
▲ 13.30%
1
Open
Nov 06, 2023
MSCI
5.12%
▼ 3.24%
1
Open
Nov 06, 2023
Visa
2.8%
▲ 13.19%
1
Open
Nov 06, 2023
Mastercard
11.49%
▲ 16.28%
1
Open
Sep 28, 2023
Microsoft
16.46%
▲ 30.05%
1
Open
Sep 28, 2023
S&P Global
11.53%
▲ 13.30%
1
Open
Sep 28, 2023