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Steve David Investments - New Portfolio

Steve David

Steve David Investments
Individual Investor
Ranked #183,630 out of 788,374 TipRanks' Investors
Success Rate
65%
37 out of 57
profitable transactions
Average Return
10.52%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.13%
6-Month Return▲ 9.35%
12-Month Return-
YTD Return▲ 3.35%
Total Return▲ 11.10%

Best Trade

Opened at
Closed at-
Gain▲ 362.89%

Bio

Active Algorithmic Trader and iETF/Stocks Investor.

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 3.11%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 2.73%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.06%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 3.21%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 5.80%
Nov 2024
▲ 5.94%
▼ 2.41%
▼ 3.07%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 3.72%
Jan 2025
▼ 10.49%
▼ 0.31%
▼ 0.36%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 3.11%
▼ 13.14%▲ 2.34%▼ 2.73%
▲ 2.93%▲ 2.10%▲ 2.06%
▲ 9.99%▼ 0.89%▲ 3.21%
▲ 26.03%▲ 5.96%▲ 5.80%
▲ 5.94%▼ 2.41%▼ 3.07%
▲ 5.25%▲ 2.69%▲ 3.72%
▼ 10.49%▼ 0.31%▼ 0.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Horizons Cash Maximizer ETF
80.53%
▲ 1.90%
5
Buy
Oct 21, 2024
TELUS International (CDA)
▼ 11.81%
2
Close
Sep 02, 2024
Energy Select Sector SPDR Fund
0.24%
▲ 2.34%
4
Buy
Aug 31, 2024
Utilities Select Sector SPDR Fund
1.11%
▲ 12.36%
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%
▼ 5.77%
1
Open
Aug 16, 2024
TELUS International (CDA)
▼ 3.85%
3
Close
Aug 02, 2024
BioMarin Pharmaceutical
0.59%
▼ 18.94%
1
Open
Aug 02, 2024
Baytex Energy
0.42%
▼ 22.07%
1
Open
Aug 02, 2024
VanEck Gold Miners ETF
1.06%
▲ 13.15%
1
Open
Aug 02, 2024
Bitwise Crypto Industry Innovators ETF
0.14%
▲ 37.69%
1
Open
Aug 02, 2024
Oklo Inc
0.67%
▲ 176.99%
3
Open
Aug 01, 2024
Communication Services Select Sector SPDR Fund
0.09%
▲ 24.86%
4
Sell
Aug 01, 2024
Consumer Discretionary Select Sector SPDR Fund
0.19%
▲ 21.45%
3
Sell
Aug 01, 2024
Health Care Select Sector SPDR Fund
0.13%
▲ 0.29%
3
Sell
Aug 01, 2024
Materials Select Sector SPDR Fund
0.08%
▼ 0.63%
3
Sell
Aug 01, 2024
Technology Select Sector SPDR Fund
0.2%
▲ 6.19%
3
Sell
Aug 01, 2024
Consumer Staples Select Sector SPDR Fund
0.07%
▲ 7.48%
3
Sell
Aug 01, 2024
Industrial Select Sector SPDR Fund
0.12%
▲ 10.13%
3
Sell
Aug 01, 2024