Steve David Investments - New Portfolio

Steve David

Steve David Investments
Individual Investor
Ranked #182,389 out of 753,381 TipRanks' Investors
Success Rate
67%
36 out of 54
profitable transactions
Average Return
0.81%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.89%
6-Month Return-
12-Month Return-
YTD Return▲ 1.60%
Total Return▲ 1.60%

Best Trade

Opened at
Closed at-
Gain▲ 15.94%

Bio

Active Algorithmic Trader and iETF/Stocks Investor.

Performance

25.76%0-25.76%
▼ 1.87%
▲ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.77%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 3.11%
Jul 2024
▼ 2.89%
▲ 2.06%
▼ 0.69%
Aug 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%▼ 0.77%
▲ 25.76%▲ 1.21%▲ 3.11%
▼ 2.89%▲ 2.06%▼ 0.69%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BCE
▼ 0.06%
2
Close
Aug 16, 2024
Harvest Premium Yield Treasury ETF Trust Unit A
0.09%
▲ 0.66%
1
Open
Aug 16, 2024
TELUS International (CDA)
▼ 3.85%
3
Close
Aug 02, 2024
Horizons Cash Maximizer ETF
77.27%
▲ 0.21%
4
Buy
Aug 02, 2024
BioMarin Pharmaceutical
0.93%
▲ 6.91%
1
Open
Aug 02, 2024
Baytex Energy
0.75%
▲ 9.15%
1
Open
Aug 02, 2024
VanEck Gold Miners ETF
1.22%
▲ 7.84%
1
Open
Aug 02, 2024
Bitwise Crypto Industry Innovators ETF
0.14%
▲ 9.56%
1
Open
Aug 02, 2024
Big Lots
0.23%
▲ 15.94%
1
Open
Aug 02, 2024
TELUS International (CDA)
0.74%
▼ 14.22%
1
Open
Aug 02, 2024
Oklo Inc
0.15%
▼ 12.38%
3
Open
Aug 01, 2024
Communication Services Select Sector SPDR Fund
0.09%
▲ 5.45%
4
Sell
Aug 01, 2024
Consumer Discretionary Select Sector SPDR Fund
0.19%
▲ 4.07%
3
Sell
Aug 01, 2024
Health Care Select Sector SPDR Fund
0.16%
▲ 5.60%
3
Sell
Aug 01, 2024
Materials Select Sector SPDR Fund
0.1%
▲ 3.63%
3
Sell
Aug 01, 2024
Technology Select Sector SPDR Fund
0.23%
▲ 0.91%
3
Sell
Aug 01, 2024
Consumer Staples Select Sector SPDR Fund
0.08%
▲ 5.67%
3
Sell
Aug 01, 2024
Industrial Select Sector SPDR Fund
0.13%
▲ 4.72%
3
Sell
Aug 01, 2024
Real Estate Select Sector SPDR Fund
0.04%
▲ 11.06%
3
Sell
Aug 01, 2024
Financial Select Sector SPDR Fund
0.05%
▲ 6.02%
3
Sell
Aug 01, 2024