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Steve David Investments - New Portfolio

Steve David

Steve David Investments
Individual Investor
Ranked #172,773 out of 781,348 TipRanks' Investors
Success Rate
67%
38 out of 57
profitable transactions
Average Return
10.18%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.25%
6-Month Return▲ 8.12%
12-Month Return-
YTD Return▲ 3.28%
Total Return▲ 11.04%

Best Trade

Opened at
Closed at-
Gain▲ 272.91%

Bio

Active Algorithmic Trader and iETF/Stocks Investor.

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.77%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 3.11%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 2.73%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.06%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 3.21%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.80%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.06%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 3.28%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 0.77%
▲ 8.13%▲ 1.21%▲ 3.11%
▼ 13.14%▲ 2.34%▼ 2.73%
▲ 2.93%▲ 2.10%▲ 2.06%
▲ 10.00%▼ 0.89%▲ 3.21%
▲ 26.04%▲ 5.96%▲ 5.80%
▲ 5.93%▼ 2.41%▼ 3.06%
▲ 6.90%▲ 1.96%▲ 3.28%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Horizons Cash Maximizer ETF
80.48%
▲ 1.89%
5
Buy
Oct 21, 2024
TELUS International (CDA)
▼ 11.81%
2
Close
Sep 02, 2024
Energy Select Sector SPDR Fund
0.24%
▲ 5.21%
4
Buy
Aug 31, 2024
Utilities Select Sector SPDR Fund
1.11%
▲ 12.05%
3
Buy
Aug 31, 2024
Big Lots
▼ 43.48%
2
Close
Aug 31, 2024
BCE
▼ 0.06%
2
Close
Aug 16, 2024
Harvest Premium Yield Treasury ETF Trust Unit A
0.06%
▼ 7.74%
1
Open
Aug 16, 2024
TELUS International (CDA)
▲ 1.54%
3
Close
Aug 02, 2024
BioMarin Pharmaceutical
0.54%
▼ 25.74%
1
Open
Aug 02, 2024
Baytex Energy
0.45%
▼ 15.29%
1
Open
Aug 02, 2024
VanEck Gold Miners ETF
0.98%
▲ 4.31%
1
Open
Aug 02, 2024
Bitwise Crypto Industry Innovators ETF
0.17%
▲ 60.27%
1
Open
Aug 02, 2024
Oklo Inc
0.54%
▲ 132.01%
3
Open
Aug 01, 2024
Communication Services Select Sector SPDR Fund
0.09%
▲ 19.10%
4
Sell
Aug 01, 2024
Consumer Discretionary Select Sector SPDR Fund
0.2%
▲ 28.41%
3
Sell
Aug 01, 2024
Health Care Select Sector SPDR Fund
0.12%
▼ 2.40%
3
Sell
Aug 01, 2024
Materials Select Sector SPDR Fund
0.08%
▲ 0.94%
3
Sell
Aug 01, 2024
Technology Select Sector SPDR Fund
0.21%
▲ 6.73%
3
Sell
Aug 01, 2024
Consumer Staples Select Sector SPDR Fund
0.07%
▲ 1.49%
3
Sell
Aug 01, 2024
Industrial Select Sector SPDR Fund
0.12%
▲ 14.82%
3
Sell
Aug 01, 2024