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Working with TipRanks
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Dave’s - New Portfolio
David James Cazalet Jr
Dave’sIndividual Investor
Ranked #206,889 out of 730,641 TipRanks' Investors
Success Rate
379 out of 694
profitable transactions
profitable transactions
Average Return
4.08%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.10%
6-Month Return▲ 32.03%
12-Month Return▲ 25.93%
YTD Return▲ 7.56%
Total Return▲ 54.08%
Best Trade
Bio
I'm a novice at investing. I'm not a big risk taker. However, I want to see my capital increase at a rate similar to the best investors. I'm sending a lot of time readng and learning. I like dividends, as long as the value of the investment goes up.
Performance
14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 5.84%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 6.97%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.43%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 10.26%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 3.84%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.57%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 7.47%
Mar 2024
▼ 13.70%
▼ 3.74%
▼ 0.46%
Apr 2024
▼ 4.52%▼ 4.74%▼ 5.84%
▼ 6.45%▼ 2.17%▼ 6.97%
▲ 9.22%▲ 9.13%▲ 9.43%
▲ 5.14%▲ 4.57%▲ 10.26%
▼ 1.87%▲ 1.59%▼ 3.84%
▲ 14.08%▲ 5.22%▲ 4.57%
▲ 5.05%▲ 3.27%▲ 7.47%
▼ 13.70%▼ 3.74%▼ 0.46%