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Steve_1 - New Portfolio

PerformancePortfolio Details

Steve_1
Individual Investor
Ranked #125,938 out of 769,291 TipRanks' Investors
Success Rate
79%
22 out of 28
profitable transactions
Average Return
17.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.33%
6-Month Return▲ 9.14%
12-Month Return▲ 20.90%
YTD Return▲ 17.32%
Total Return▲ 33.17%

Best Trade

AssetEli Lilly & Co (LLY)
Opened at
Closed at-
Gain▲ 94.65%

Bio

Diversified, low risk

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 2.83%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.05%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.92%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 0.92%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 5.73%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.88%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 0.05%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 1.42%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.83%
▲ 11.46%▲ 5.06%▲ 0.05%
▼ 2.25%▲ 3.53%▲ 3.92%
▲ 25.72%▲ 1.21%▼ 0.92%
▼ 4.22%▲ 2.34%▲ 5.73%
▲ 7.82%▲ 2.10%▲ 1.88%
▲ 5.70%▼ 0.89%▲ 0.05%
▲ 37.60%▲ 4.40%▲ 1.42%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ADBE
Adobe
―
▲ 42.95%
2
Close
Aug 10, 2024
CRM
Salesforce
―
▲ 28.63%
2
Close
Aug 10, 2024
KO
Coca-Cola
―
▲ 11.32%
2
Close
Aug 10, 2024
PG
Procter & Gamble
―
▲ 10.00%
2
Close
Aug 10, 2024
STZ
Constellation Brands
4.84%
▲ 3.96%
3
Open
Aug 10, 2024
WDAY
Workday
―
▼ 20.14%
2
Close
Aug 10, 2024
KDP
Keurig Dr Pepper
―
▲ 2.64%
2
Close
Aug 10, 2024
NVDA
Nvidia
10.25%
▲ 34.55%
1
Open
Aug 10, 2024
META
Meta Platforms
5.12%
▲ 9.24%
1
Open
Aug 10, 2024
TSM
Taiwan Semiconductor Manufacturing
6.77%
▲ 14.42%
1
Open
Aug 10, 2024
PM
Philip Morris
6.32%
▲ 14.29%
1
Open
Aug 10, 2024
BUD
Anheuser-Busch Inbev Sa
5.11%
▼ 9.03%
1
Open
Aug 10, 2024
TMO
Thermo Fisher
―
▲ 4.37%
2
Close
Apr 12, 2024
INTU
Intuit
―
▲ 17.05%
2
Close
Apr 12, 2024
MRK
Merck & Company
4.2%
▼ 19.57%
1
Open
Apr 12, 2024
MA
Mastercard
―
▲ 5.84%
2
Close
Nov 12, 2023
V
Visa
―
▲ 17.55%
2
Close
Nov 12, 2023
GOOGL
Alphabet Class A
7%
▲ 27.22%
1
Open
Nov 12, 2023
MO
Altria Group
―
▼ 3.52%
2
Close
Jun 11, 2023
BSX
Boston Scientific
8.5%
▲ 75.86%
1
Open
Apr 27, 2023