New Portfolio - New Portfolio

steve

New Portfolio
Individual Investor
Ranked #256,176 out of 758,358 TipRanks' Investors
Success Rate
63%
10 out of 16
profitable transactions
Average Return
14.66%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.80%
6-Month Return▲ 6.09%
12-Month Return▲ 42.23%
YTD Return▲ 21.57%
Total Return▲ 27.30%

Best Trade

Opened at
Closed at-
Gain▲ 95.35%

Bio

Long term holdings

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 10.42%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.45%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.93%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.34%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.11%
Jun 2024
▲ 25.76%
▲ 1.21%
▼ 1.24%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.10%
Aug 2024
▲ 7.84%
▲ 1.66%
▲ 1.51%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 10.42%
▲ 5.05%▲ 3.27%▲ 3.45%
▼ 12.40%▼ 4.03%▼ 5.93%
▲ 11.46%▲ 5.06%▲ 5.34%
▼ 2.25%▲ 3.53%▲ 4.11%
▲ 25.76%▲ 1.21%▼ 1.24%
▼ 4.21%▲ 2.34%▲ 1.10%
▲ 7.84%▲ 1.66%▲ 1.51%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class C
6.25%
▲ 4.64%
1
Open
Apr 08, 2024
Atlassian
6.25%
▼ 18.46%
1
Open
Apr 08, 2024
Coinbase Global
6.25%
▼ 34.99%
1
Open
Apr 08, 2024
Advanced Micro Devices
6.25%
▼ 4.64%
1
Open
Apr 08, 2024
Qualcomm
6.25%
▲ 34.00%
1
Open
Apr 23, 2021
AbbVie
6.25%
▲ 95.35%
1
Open
Apr 23, 2021
General Motors
6.25%
▼ 18.64%
1
Open
Apr 23, 2021
Apple
6.25%
▲ 71.90%
1
Open
Apr 23, 2021
Amazon
6.25%
▲ 15.26%
1
Open
Apr 23, 2021
Tapestry
6.25%
▲ 9.30%
1
Open
Apr 23, 2021
Citigroup
6.25%
▼ 3.29%
1
Open
Apr 23, 2021
Alibaba
6.25%
▼ 57.43%
1
Open
Apr 23, 2021
Bank of America
6.25%
▲ 9.33%
1
Open
Apr 23, 2021
Microsoft
6.25%
▲ 70.44%
1
Open
Apr 23, 2021
Ford Motor
6.25%
▲ 3.23%
1
Open
Apr 23, 2021
Palantir Technologies
6.25%
▲ 58.56%
1
Open
Apr 23, 2021