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Dave’s
- New Portfolio
Performance
Portfolio Details
David James Cazalet Jr
Dave’s
Individual Investor
Ranked #226,515 out of 723,149 TipRanks' Investors
Success Rate
55%
379 out of 694
profitable transactions
Average Return
3.96%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 7.62%
6-Month Return
▲ 21.31%
12-Month Return
▲ 26.42%
YTD Return
▲ 7.67%
Total Return
▲ 54.23%
Best Trade
Asset
Eterna Ther... (ERNA)
Opened at
Apr 21, 2021
Closed at
Apr 28, 2021
Gain
▲ 391.35%
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.
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
14.08%
0
-14.08%
▼ 8.63%
▼ 1.63%
▼ 5.41%
Aug 2023
▼ 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
▲ 2.73%
▲ 2.43%
▲ 7.08%
Mar 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 8.63%
▼ 1.63%
▼ 5.41%
▼ 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%
▲ 2.73%
▲ 2.43%
▲ 7.08%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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AJRD
Aerojet Rocketdyne Holdings
―
▲ 22.15%
10
Close
Jul 28, 2023
TPGY
TPG Pace Beneficial Finance
―
▼ 26.81%
10
Close
Oct 07, 2022
WBD
Warner Bros
0.66%
▼ 65.13%
1
Open
Apr 11, 2022
FHN
First Horizon
―
▼ 2.16%
12
Close
Aug 20, 2021
AA
Alcoa
―
▲ 4.22%
4
Close
Aug 20, 2021
PGTI
PGT
5.08%
▲ 88.70%
2
Buy
Jul 22, 2021
III
Information Services Group
1.53%
▼ 18.84%
7
Buy
Jul 22, 2021
HTZ
Hertz Global
0.24%
▼ 53.13%
1
Open
Jul 22, 2021
SCHW
Charles Schwab
8.69%
▲ 8.46%
22
Buy
Jul 22, 2021
VOX
Vanguard Communication Services ETF
1.99%
▼ 5.43%
1
Open
Jul 22, 2021
CSCO
Cisco Systems
2.27%
▲ 2.59%
16
Sell
Jul 22, 2021
FCX
Freeport-McMoRan
3.48%
▲ 29.15%
28
Sell
Jul 22, 2021
OLN
Olin
4.42%
▲ 34.43%
2
Buy
Jul 22, 2021
VIG
Vanguard Dividend Appreciation ETF
2.76%
▲ 10.18%
3
Open
Jul 22, 2021
GRAB
Grab
4.82%
▼ 73.36%
15
Buy
Jul 22, 2021
DVN
Devon Energy
3.77%
▲ 101.76%
6
Sell
Jul 22, 2021
EML
Eastern Company
2.57%
▲ 17.72%
2
Buy
Jul 22, 2021
VFVA
Vanguard U.S. Value Factor ETF
1.79%
▲ 31.14%
1
Open
Jul 22, 2021
VWO
Vanguard FTSE Emerging Markets ETF
3.16%
▼ 14.40%
3
Buy
Jul 22, 2021
NOBL
ProShares S&P 500 Dividend Aristocrats ETF
3.06%
▲ 21.32%
5
Sell
Jul 22, 2021
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