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New Portfolio - New Portfolio
steve.chv@gmail.com
New PortfolioIndividual Investor
Ranked #11,328 out of 788,370 TipRanks' Investors
Success Rate
184 out of 276
profitable transactions
profitable transactions
Average Return
89.17%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.71%
6-Month Return▲ 8.31%
12-Month Return▲ 16.64%
YTD Return▲ 4.31%
Total Return▲ 198.91%
Best Trade
Bio
Buy businesses you want to own for years.
Performance
26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 3.12%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.04%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.35%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.57%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 4.35%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 4.79%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.93%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 0.60%
Feb 2025
▲ 8.13%▲ 1.21%▲ 3.12%
▼ 13.14%▲ 2.34%▲ 1.04%
▲ 2.93%▲ 2.10%▲ 2.35%
▲ 9.99%▼ 0.89%▼ 0.57%
▲ 26.03%▲ 5.96%▲ 4.35%
▲ 5.97%▼ 2.41%▼ 4.79%
▲ 5.25%▲ 2.69%▲ 4.93%
▼ 9.08%▲ 1.42%▼ 0.60%
Recent Activity
Patria Investments
0%
▼ 9.20%
6
Sell
Feb 12, 2025
ROBO Global Robotics & Automation Index ETF
0.42%
▲ 2.73%
2
Buy
Dec 17, 2024
Corning
0.06%
▲ 187.85%
2
Sell
Dec 16, 2024
Astera Labs, Inc.
0.1%
▼ 9.94%
1
Open
Nov 19, 2024
Intelligent Livermore ETF
0.3%
▼ 4.66%
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
0.18%
▲ 104.97%
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%
▲ 640.91%
7
Sell
Feb 29, 2024
3M
―
▼ 33.56%
3
Close
Feb 14, 2024
Li-Cycle Holdings
―
▼ 95.78%
3
Close
Feb 09, 2024
Vanguard Dividend Appreciation ETF
―
▲ 30.38%
2
Close
Jan 31, 2024
Meta Platforms
0%
▲ 13.11%
12
Open
Jan 20, 2024
Zscaler
0.35%
▼ 17.56%
1
Open
Jan 20, 2024
DuPont de Nemours
0.23%
▲ 6.53%
11
Sell
Jan 18, 2024
Seagen
―
▲ 46.55%
2
Close
Dec 12, 2023
Etsy
―
▼ 67.09%
3
Close
Sep 13, 2023