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New Portfolio - New Portfolio
steve.chv@gmail.com
New PortfolioIndividual Investor
Ranked #12,063 out of 793,836 TipRanks' Investors
Success Rate
182 out of 277
profitable transactions
profitable transactions
Average Return
73.89%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 6.12%
6-Month Return▼ 4.42%
12-Month Return▲ 3.10%
YTD Return▼ 3.03%
Total Return▲ 177.25%
Best Trade
Bio
Buy businesses you want to own for years.
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 1.04%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.35%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.59%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.36%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 4.98%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 5.18%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.80%
Feb 2025
▼ 1.65%
▼ 6.20%
▼ 6.12%
Mar 2025
▼ 13.14%▲ 2.34%▲ 1.04%
▲ 2.93%▲ 2.10%▲ 2.35%
▲ 10.00%▼ 0.89%▼ 0.59%
▲ 26.01%▲ 5.96%▲ 4.36%
▲ 5.33%▼ 2.41%▼ 4.98%
▲ 5.89%▲ 2.69%▲ 5.18%
▼ 12.86%▼ 1.27%▼ 1.80%
▼ 1.65%▼ 6.20%▼ 6.12%
Recent Activity
Vanguard Dividend Appreciation ETF
0%
▲ 13.42%
3
Open
Mar 05, 2025
Patria Investments
0%
▼ 12.48%
6
Sell
Feb 12, 2025
ROBO Global Robotics & Automation Index ETF
0.41%
▼ 8.92%
2
Buy
Dec 17, 2024
Corning
0.06%
▲ 157.84%
2
Sell
Dec 16, 2024
Astera Labs, Inc.
0.08%
▼ 36.14%
1
Open
Nov 19, 2024
Intelligent Livermore ETF
0.31%
▼ 10.16%
2
Buy
Oct 11, 2024
Topgolf Callaway Brands
―
▼ 37.26%
5
Close
Sep 05, 2024
Fanuc
―
▼ 31.80%
6
Close
Aug 30, 2024
Aurora Innovation
0.17%
▲ 84.54%
2
Buy
Aug 07, 2024
Cerevel Therapeutics Holdings
―
▲ 76.80%
3
Close
Jul 31, 2024
Financial Select Sector SPDR Fund
―
▲ 47.93%
3
Close
Mar 01, 2024
Coherent Corp
―
▲ 3.91%
4
Close
Feb 29, 2024
Trade Desk
0%
▲ 474.24%
7
Sell
Feb 29, 2024
3M
―
▼ 33.56%
3
Close
Feb 14, 2024
Li-Cycle Holdings
―
▼ 95.78%
3
Close
Feb 09, 2024
Meta Platforms
0%
▲ 9.12%
12
Open
Jan 20, 2024
Zscaler
0.4%
▼ 14.00%
1
Open
Jan 20, 2024
DuPont de Nemours
0.23%
▼ 2.92%
11
Sell
Jan 18, 2024
Seagen
―
▲ 46.55%
2
Close
Dec 12, 2023
Etsy
―
▼ 67.09%
3
Close
Sep 13, 2023