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Steve_1 - New Portfolio

Steve_1
Individual Investor
Ranked #146,478 out of 783,334 TipRanks' Investors
Success Rate
75%
21 out of 28
profitable transactions
Average Return
19.94%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.84%
6-Month Return▲ 11.13%
12-Month Return▲ 13.21%
YTD Return▲ 3.11%
Total Return▲ 35.31%

Best Trade

Opened at
Closed at-
Gain▲ 108.70%

Bio

Diversified, low risk

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 3.83%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 0.92%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 5.73%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.83%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 0.05%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 2.26%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.14%
Dec 2024
▲ 2.91%
▲ 3.15%
▲ 3.11%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 3.83%
▲ 8.13%▲ 1.21%▼ 0.92%
▼ 13.14%▲ 2.34%▲ 5.73%
▲ 2.93%▲ 2.10%▲ 1.83%
▲ 9.99%▼ 0.89%▲ 0.05%
▲ 26.04%▲ 5.96%▲ 2.26%
▲ 5.93%▼ 2.41%▼ 2.14%
▲ 2.91%▲ 3.15%▲ 3.11%

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
3.65%
▼ 8.40%
3
Open
Aug 10, 2024
Workday
▼ 20.14%
2
Close
Aug 10, 2024
Keurig Dr Pepper
▲ 2.64%
2
Close
Aug 10, 2024
Nvidia
8.46%
▲ 13.48%
1
Open
Aug 10, 2024
Meta Platforms
6.15%
▲ 31.35%
1
Open
Aug 10, 2024
TSMC
7.2%
▲ 21.35%
1
Open
Aug 10, 2024
Philip Morris
6.16%
▲ 14.14%
1
Open
Aug 10, 2024
Anheuser-Busch Inbev Sa
4.53%
▼ 18.21%
1
Open
Aug 10, 2024
Thermo Fisher
▲ 4.37%
2
Close
Apr 12, 2024
Intuit
▲ 17.05%
2
Close
Apr 12, 2024
Merck & Company
4.06%
▼ 20.21%
1
Open
Apr 12, 2024
Mastercard
▲ 5.84%
2
Close
Nov 12, 2023
Visa
▲ 22.90%
2
Close
Nov 12, 2023
Alphabet Class A
8.27%
▲ 48.47%
1
Open
Nov 12, 2023
Altria Group
▼ 3.52%
2
Close
Jun 11, 2023
Boston Scientific
9.55%
▲ 97.41%
1
Open
Apr 27, 2023