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Steve David Investments - New Portfolio

Steve David

Steve David Investments
Individual Investor
Ranked #213,749 out of 769,002 TipRanks' Investors
Success Rate
63%
36 out of 57
profitable transactions
Average Return
7.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.71%
6-Month Return-
12-Month Return-
YTD Return▲ 8.39%
Total Return▲ 8.39%

Best Trade

Opened at
Closed at-
Gain▲ 150.00%

Bio

Active Algorithmic Trader and iETF/Stocks Investor.

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.77%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.11%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 2.73%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.06%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 3.04%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 3.57%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%▼ 0.77%
▲ 25.72%▲ 1.21%▲ 3.11%
▼ 4.22%▲ 2.34%▼ 2.73%
▲ 7.82%▲ 2.10%▲ 2.06%
▲ 5.70%▼ 0.89%▲ 3.04%
▲ 23.63%▲ 3.84%▲ 3.57%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Horizons Cash Maximizer ETF
80.63%
▲ 0.96%
5
Buy
Oct 21, 2024
TELUS International (CDA)
▼ 11.81%
2
Close
Sep 02, 2024
Energy Select Sector SPDR Fund
0.25%
▲ 7.53%
4
Buy
Aug 31, 2024
Utilities Select Sector SPDR Fund
1.12%
▲ 11.74%
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%
▼ 5.21%
1
Open
Aug 16, 2024
TELUS International (CDA)
▼ 2.99%
3
Close
Aug 02, 2024
BioMarin Pharmaceutical
0.54%
▼ 25.70%
1
Open
Aug 02, 2024
Baytex Energy
0.52%
▼ 5.72%
1
Open
Aug 02, 2024
VanEck Gold Miners ETF
0.98%
▲ 3.40%
1
Open
Aug 02, 2024
Bitwise Crypto Industry Innovators ETF
0.17%
▲ 69.61%
1
Open
Aug 02, 2024
Oklo Inc
0.43%
▲ 70.55%
3
Open
Aug 01, 2024
Communication Services Select Sector SPDR Fund
0.08%
▲ 17.67%
4
Sell
Aug 01, 2024
Consumer Discretionary Select Sector SPDR Fund
0.18%
▲ 19.13%
3
Sell
Aug 01, 2024
Health Care Select Sector SPDR Fund
0.12%
▼ 2.58%
3
Sell
Aug 01, 2024
Materials Select Sector SPDR Fund
0.08%
▲ 3.76%
3
Sell
Aug 01, 2024
Technology Select Sector SPDR Fund
0.2%
▲ 4.33%
3
Sell
Aug 01, 2024
Consumer Staples Select Sector SPDR Fund
0.07%
▲ 4.13%
3
Sell
Aug 01, 2024
Industrial Select Sector SPDR Fund
0.12%
▲ 12.92%
3
Sell
Aug 01, 2024