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Steve David Investments - New Portfolio

Steve David

Steve David Investments
Individual Investor
Ranked #309,154 out of 775,923 TipRanks' Investors
Success Rate
56%
32 out of 57
profitable transactions
Average Return
5.24%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.93%
6-Month Return▲ 8.29%
12-Month Return-
YTD Return▲ 8.12%
Total Return▲ 8.12%

Best Trade

Opened at
Closed at-
Gain▲ 156.80%

Bio

Active Algorithmic Trader and iETF/Stocks Investor.

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.77%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 3.11%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 2.73%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.06%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 3.01%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 5.80%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 2.33%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%▼ 0.77%
▲ 25.71%▲ 1.21%▲ 3.11%
▼ 4.22%▲ 2.34%▼ 2.73%
▲ 7.82%▲ 2.10%▲ 2.06%
▲ 5.38%▼ 0.89%▲ 3.01%
▲ 43.22%▲ 5.96%▲ 5.80%
▲ 3.34%▼ 1.56%▼ 2.33%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Horizons Cash Maximizer ETF
80.88%
▲ 1.12%
5
Buy
Oct 21, 2024
TELUS International (CDA)
▼ 11.81%
2
Close
Sep 02, 2024
Energy Select Sector SPDR Fund
0.22%
▼ 6.09%
4
Buy
Aug 31, 2024
Utilities Select Sector SPDR Fund
1.08%
▲ 6.10%
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%
▼ 7.13%
1
Open
Aug 16, 2024
TELUS International (CDA)
▼ 0.20%
3
Close
Aug 02, 2024
BioMarin Pharmaceutical
0.58%
▼ 22.02%
1
Open
Aug 02, 2024
Baytex Energy
0.4%
▼ 25.91%
1
Open
Aug 02, 2024
VanEck Gold Miners ETF
0.92%
▼ 4.80%
1
Open
Aug 02, 2024
Bitwise Crypto Industry Innovators ETF
0.17%
▲ 54.09%
1
Open
Aug 02, 2024
Oklo Inc
0.38%
▲ 73.95%
3
Open
Aug 01, 2024
Communication Services Select Sector SPDR Fund
0.09%
▲ 18.42%
4
Sell
Aug 01, 2024
Consumer Discretionary Select Sector SPDR Fund
0.2%
▲ 27.06%
3
Sell
Aug 01, 2024
Health Care Select Sector SPDR Fund
0.12%
▼ 5.91%
3
Sell
Aug 01, 2024
Materials Select Sector SPDR Fund
0.08%
▼ 3.94%
3
Sell
Aug 01, 2024
Technology Select Sector SPDR Fund
0.21%
▲ 6.51%
3
Sell
Aug 01, 2024
Consumer Staples Select Sector SPDR Fund
0.07%
▲ 3.77%
3
Sell
Aug 01, 2024
Industrial Select Sector SPDR Fund
0.12%
▲ 8.75%
3
Sell
Aug 01, 2024