tiprankstipranks

DGI + Growth - New Portfolio

Aquanerd 09

DGI + Growth
Individual Investor
Ranked #114,627 out of 729,985 TipRanks' Investors
Success Rate
64%
21 out of 33
profitable transactions
Average Return
17.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.01%
6-Month Return▲ 23.12%
12-Month Return▲ 27.20%
YTD Return▲ 2.14%
Total Return▲ 15.40%

Best Trade

Opened at
Closed at-
Gain▲ 318.36%

Bio

Started as a DGI and is slowly becoming a growth IRA...

Performance

14.49%0-14.49%
▼ 4.52%
▼ 4.74%
▼ 6.49%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 2.41%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 14.49%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 5.32%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.01%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.84%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.42%
Mar 2024
▼ 14.09%
▼ 3.33%
▼ 4.86%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 6.49%
▼ 6.45%▼ 2.17%▼ 2.41%
▲ 9.22%▲ 9.13%▲ 14.49%
▲ 5.14%▲ 4.57%▲ 5.32%
▼ 1.87%▲ 1.59%▲ 0.01%
▲ 14.08%▲ 5.22%▲ 5.84%
▲ 5.05%▲ 3.27%▲ 1.42%
▼ 14.09%▼ 3.33%▼ 4.86%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Shopify
0%
▼ 23.25%
1
Open
Jan 30, 2022
Accenture
2.19%
▲ 2.34%
2
Buy
Oct 02, 2021
ARK Next Generation Internet ETF
1.13%
▼ 44.26%
1
Open
Oct 02, 2021
Caterpillar
2.35%
▲ 99.17%
1
Open
Oct 02, 2021
Lam Research
6.61%
▲ 66.32%
1
Open
Oct 02, 2021
NextEra Energy
1.06%
▼ 11.21%
1
Open
Oct 02, 2021
Costco
3.96%
▲ 70.86%
1
Open
Oct 02, 2021
Alphabet Class A
4.75%
▲ 18.41%
1
Open
Oct 02, 2021
Walt Disney
1.64%
▼ 34.23%
1
Open
Oct 02, 2021
Boeing
1.96%
▼ 24.40%
1
Open
Oct 02, 2021
JPMorgan Chase & Co.
3.08%
▲ 24.48%
1
Open
Oct 02, 2021
Salesforce
1.24%
▲ 2.28%
1
Open
Oct 02, 2021
Home Depot
2.32%
▲ 10.52%
1
Open
Oct 02, 2021
Honeywell International
1.16%
▼ 3.53%
1
Open
Oct 02, 2021
Lockheed Martin
2.51%
▲ 42.36%
1
Open
Oct 02, 2021
Block
0.55%
▼ 66.76%
1
Open
Oct 02, 2021
Sherwin-Williams Company
2.72%
▲ 8.48%
1
Open
Oct 02, 2021
Microsoft
6.92%
▲ 47.14%
1
Open
Oct 02, 2021
Meta Platforms
6.88%
▲ 52.23%
1
Open
Oct 02, 2021
UnitedHealth
2.43%
▲ 30.08%
1
Open
Oct 02, 2021