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Steve_1 - New Portfolio

Steve_1
Individual Investor
Ranked #114,580 out of 744,483 TipRanks' Investors
Success Rate
77%
17 out of 22
profitable transactions
Average Return
18.97%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.45%
6-Month Return▲ 11.11%
12-Month Return▲ 18.34%
YTD Return▲ 10.03%
Total Return▲ 24.89%

Best Trade

Opened at
Closed at-
Gain▲ 136.66%

Bio

Diversified, low risk

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 2.29%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 3.90%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.28%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.91%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.83%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.05%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.99%
Jun 2024
▼ 11.30%
▲ 1.33%
▲ 1.49%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 2.29%
▼ 1.87%▲ 1.59%▲ 3.90%
▲ 14.08%▲ 5.22%▲ 2.28%
▲ 5.05%▲ 3.27%▲ 0.91%
▼ 12.40%▼ 4.03%▼ 2.83%
▲ 11.46%▲ 5.06%▲ 0.05%
▼ 2.25%▲ 3.53%▲ 3.99%
▼ 11.30%▲ 1.33%▲ 1.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Constellation Brands
▲ 6.24%
2
Close
Jun 27, 2024
Keurig Dr Pepper
4.83%
▼ 3.67%
1
Open
Jun 27, 2024
Thermo Fisher
▲ 4.37%
2
Close
Apr 12, 2024
Intuit
▲ 17.05%
2
Close
Apr 12, 2024
Merck & Company
5.59%
▲ 1.17%
1
Open
Apr 12, 2024
Workday
4.9%
▼ 13.11%
1
Open
Apr 12, 2024
Mastercard
▲ 5.84%
2
Close
Nov 12, 2023
Visa
▲ 9.19%
2
Close
Nov 12, 2023
Alphabet Class A
8.45%
▲ 44.46%
1
Open
Nov 12, 2023
Altria Group
▼ 3.52%
2
Close
Jun 11, 2023
Adobe
8.55%
▲ 55.71%
1
Open
Apr 27, 2023
Boston Scientific
7.53%
▲ 46.84%
1
Open
Apr 27, 2023
Salesforce
6.48%
▲ 34.50%
1
Open
Apr 27, 2023
Coca-Cola
5.02%
▲ 4.12%
1
Open
Apr 27, 2023
Eli Lilly & Co
13.51%
▲ 136.66%
1
Open
Apr 27, 2023
Mondelez International
4.62%
▼ 7.12%
1
Open
Apr 27, 2023
Microsoft
9.21%
▲ 54.92%
1
Open
Apr 27, 2023
Penumbra
3.57%
▼ 36.05%
1
Open
Apr 27, 2023
Procter & Gamble
5.7%
▲ 8.29%
1
Open
Apr 27, 2023
UnitedHealth
4.81%
▲ 1.03%
1
Open
Apr 27, 2023