tiprankstipranks

Dave’s - New Portfolio

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

Opened at
Closed at
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.

Performance

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 AverageS&P 500Investor 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
saieio
saieio
saieio
saieio
saieio
saieio
saieio
mrr8xxl8xcp
mrr8xxl8xcp
mrr8xxl8xcp
mrr8xxl8xcp
mrr8xxl8xcp
mrr8xxl8xcp
mrr8xxl8xcp
82lx2nmu4mh
82lx2nmu4mh
82lx2nmu4mh
82lx2nmu4mh
82lx2nmu4mh
82lx2nmu4mh
82lx2nmu4mh
2bk39kznbon
2bk39kznbon
2bk39kznbon
2bk39kznbon
2bk39kznbon
2bk39kznbon
2bk39kznbon
u7xjedla89k
u7xjedla89k
u7xjedla89k
u7xjedla89k
u7xjedla89k
u7xjedla89k
u7xjedla89k
pzjalrub2li
pzjalrub2li
pzjalrub2li
pzjalrub2li
pzjalrub2li
pzjalrub2li
pzjalrub2li
kliy67d
kliy67d
kliy67d
kliy67d
kliy67d
kliy67d
kliy67d
mawu1xd71m
mawu1xd71m
mawu1xd71m
mawu1xd71m
mawu1xd71m
mawu1xd71m
mawu1xd71m
cvoq7xxsj
cvoq7xxsj
cvoq7xxsj
cvoq7xxsj
cvoq7xxsj
cvoq7xxsj
cvoq7xxsj
clv7a3
clv7a3
clv7a3
clv7a3
clv7a3
clv7a3
clv7a3
To view investors' portfolios
Sign Up For Free
Aerojet Rocketdyne Holdings
▲ 22.15%
10
Close
Jul 28, 2023
TPG Pace Beneficial Finance
▼ 26.81%
10
Close
Oct 07, 2022
Warner Bros
0.66%
▼ 65.13%
1
Open
Apr 11, 2022
First Horizon
▼ 2.16%
12
Close
Aug 20, 2021
Alcoa
▲ 4.22%
4
Close
Aug 20, 2021
PGT
5.08%
▲ 88.70%
2
Buy
Jul 22, 2021
Information Services Group
1.53%
▼ 18.84%
7
Buy
Jul 22, 2021
Hertz Global
0.24%
▼ 53.13%
1
Open
Jul 22, 2021
Charles Schwab
8.69%
▲ 8.46%
22
Buy
Jul 22, 2021
Vanguard Communication Services ETF
1.99%
▼ 5.43%
1
Open
Jul 22, 2021
Cisco Systems
2.27%
▲ 2.59%
16
Sell
Jul 22, 2021
Freeport-McMoRan
3.48%
▲ 29.15%
28
Sell
Jul 22, 2021
Olin
4.42%
▲ 34.43%
2
Buy
Jul 22, 2021
Vanguard Dividend Appreciation ETF
2.76%
▲ 10.18%
3
Open
Jul 22, 2021
Grab
4.82%
▼ 73.36%
15
Buy
Jul 22, 2021
Devon Energy
3.77%
▲ 101.76%
6
Sell
Jul 22, 2021
Eastern Company
2.57%
▲ 17.72%
2
Buy
Jul 22, 2021
Vanguard U.S. Value Factor ETF
1.79%
▲ 31.14%
1
Open
Jul 22, 2021
Vanguard FTSE Emerging Markets ETF
3.16%
▼ 14.40%
3
Buy
Jul 22, 2021
ProShares S&P 500 Dividend Aristocrats ETF
3.06%
▲ 21.32%
5
Sell
Jul 22, 2021