tiprankstipranks

Steve_1 - New Portfolio

Steve_1
Individual Investor
Ranked #143,134 out of 776,077 TipRanks' Investors
Success Rate
75%
21 out of 28
profitable transactions
Average Return
18.22%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.83%
6-Month Return▲ 9.06%
12-Month Return▲ 18.52%
YTD Return▲ 17.84%
Total Return▲ 33.76%

Best Trade

Opened at
Closed at-
Gain▲ 106.68%

Bio

Diversified, low risk

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 0.05%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.83%
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 0.92%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 5.73%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.83%
Sep 2024
▲ 5.26%
▼ 0.89%
▼ 0.02%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 2.26%
Nov 2024
▲ 2.14%
▼ 0.97%
▼ 0.18%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 0.05%
▼ 2.25%▲ 3.53%▲ 3.83%
▲ 25.71%▲ 1.21%▼ 0.92%
▼ 4.22%▲ 2.34%▲ 5.73%
▲ 7.82%▲ 2.10%▲ 1.83%
▲ 5.26%▼ 0.89%▼ 0.02%
▲ 43.22%▲ 5.96%▲ 2.26%
▲ 2.14%▼ 0.97%▼ 0.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Adobe
▲ 42.95%
2
Close
Aug 10, 2024
Salesforce
▲ 28.63%
2
Close
Aug 10, 2024
Coca-Cola
▲ 11.32%
2
Close
Aug 10, 2024
Procter & Gamble
▲ 10.00%
2
Close
Aug 10, 2024
Constellation Brands
4.49%
▲ 0.92%
3
Open
Aug 10, 2024
Workday
▼ 20.14%
2
Close
Aug 10, 2024
Keurig Dr Pepper
▲ 2.64%
2
Close
Aug 10, 2024
Nvidia
9.98%
▲ 28.13%
1
Open
Aug 10, 2024
Meta Platforms
5.49%
▲ 16.47%
1
Open
Aug 10, 2024
Taiwan Semiconductor Manufacturing
7.25%
▲ 24.37%
1
Open
Aug 10, 2024
Philip Morris
5.89%
▲ 7.82%
1
Open
Aug 10, 2024
Anheuser-Busch Inbev Sa
4.64%
▼ 15.93%
1
Open
Aug 10, 2024
Thermo Fisher
▲ 4.37%
2
Close
Apr 12, 2024
Intuit
▲ 17.05%
2
Close
Apr 12, 2024
Merck & Company
4.15%
▼ 19.33%
1
Open
Apr 12, 2024
Mastercard
▲ 5.84%
2
Close
Nov 12, 2023
Visa
▲ 19.06%
2
Close
Nov 12, 2023
Alphabet Class A
8.21%
▲ 47.88%
1
Open
Nov 12, 2023
Altria Group
▼ 3.52%
2
Close
Jun 11, 2023
Boston Scientific
8.47%
▲ 72.71%
1
Open
Apr 27, 2023