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Brokerage Account - 1245 - New Portfolio

David temple

Brokerage Account - 1245
Individual Investor
Ranked #516,444 out of 799,718 TipRanks' Investors
Success Rate
27%
40 out of 146
profitable transactions
Average Return
-14.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.93%
6-Month Return▲ 13.89%
12-Month Return▲ 0.01%
YTD Return▲ 10.08%
Total Return▼ 43.67%

Best Trade

Opened at
Closed at
Gain▲ 68.07%

Bio

this is my start to hopefully a great ending.

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 0.45%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 2.26%
Nov 2024
▲ 5.41%
▼ 2.41%
▲ 0.94%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 3.33%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.95%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 4.25%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 1.36%
Apr 2025
▲ 12.28%
▲ 7.15%
▲ 7.19%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 0.45%
▲ 25.97%▲ 5.96%▲ 2.26%
▲ 5.41%▼ 2.41%▲ 0.94%
▲ 6.02%▲ 2.69%▲ 3.33%
▼ 12.86%▼ 1.27%▼ 5.95%
▼ 1.80%▼ 5.57%▲ 4.25%
▲ 1.76%▼ 0.87%▲ 1.36%
▲ 12.28%▲ 7.15%▲ 7.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Spree Acquisition Corp. 1 Ltd. Class A
▲ 2.63%
2
Close
Feb 20, 2024
Gold Royalty
11.75%
▼ 35.37%
19
Buy
Sep 30, 2023
Equinox Gold
38.23%
▼ 26.34%
28
Buy
Sep 19, 2023
Equinox Gold
▲ 13.98%
9
Close
Sep 19, 2023
Dollar General
13.32%
▼ 41.93%
5
Buy
Sep 19, 2023
Coeur Mining
4.55%
▼ 34.35%
7
Buy
Aug 12, 2023
American Outdoor Brands
6.44%
▼ 14.12%
18
Buy
Aug 12, 2023
Tesla
8.14%
▲ 6.30%
5
Buy
Aug 12, 2023
Sweetgreen
4.37%
▼ 1.57%
1
Buy
Jul 06, 2023
Topgolf Callaway Brands
2.03%
▼ 64.63%
1
Buy
Jun 29, 2023
Shake Shack
11.08%
▲ 55.69%
2
Buy
Jun 29, 2023
Allogene Therapeutics
▼ 67.57%
5
Close
Mar 22, 2023
Comcast
▼ 11.06%
8
Close
Mar 22, 2023
Mereo Biopharma Group Plc
▼ 19.81%
8
Sell
Feb 11, 2023
BioNano Genomics
▼ 27.39%
6
Close
Mar 30, 2022
Extra Space Storage
▼ 5.88%
6
Close
Mar 09, 2022
Fidelity MSCI Energy Index ETF
▲ 25.15%
8
Close
Feb 02, 2022
BHP Group
▲ 7.93%
2
Close
Dec 30, 2021
TTM Technologies
▲ 5.09%
2
Close
Nov 25, 2021
Exxon Mobil
▼ 3.75%
20
Close
Oct 26, 2021