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New Portfolio - New Portfolio
steve.chv@gmail.com
New PortfolioIndividual Investor
Ranked #10,419 out of 781,107 TipRanks' Investors
Success Rate
185 out of 276
profitable transactions
profitable transactions
Average Return
94.57%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.94%
6-Month Return▲ 6.41%
12-Month Return▲ 22.99%
YTD Return▲ 4.38%
Total Return▲ 199.02%
Best Trade
Bio
Buy businesses you want to own for years.
Performance
26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 0.70%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 3.12%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.04%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.35%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.55%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.37%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.84%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 4.38%
Jan 2025
▲ 9.79%▲ 3.53%▲ 0.70%
▲ 8.13%▲ 1.21%▲ 3.12%
▼ 13.14%▲ 2.34%▲ 1.04%
▲ 2.93%▲ 2.10%▲ 2.35%
▲ 10.00%▼ 0.89%▼ 0.55%
▲ 26.04%▲ 5.96%▲ 4.37%
▲ 5.93%▼ 2.41%▼ 4.84%
▲ 6.90%▲ 1.96%▲ 4.38%
Recent Activity
ROBO Global Robotics & Automation Index ETF
0.43%
▲ 1.48%
2
Buy
Dec 17, 2024
Corning
0.06%
▲ 178.62%
2
Sell
Dec 16, 2024
Astera Labs, Inc.
0.15%
▲ 40.05%
1
Open
Nov 19, 2024
Intelligent Livermore ETF
0.31%
▼ 2.87%
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%
▲ 87.72%
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%
▲ 1,179.26%
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%
▲ 10.45%
12
Open
Jan 20, 2024
Zscaler
0.34%
▼ 22.12%
1
Open
Jan 20, 2024
DuPont de Nemours
0.22%
▲ 1.08%
11
Sell
Jan 18, 2024
Seagen
―
▲ 46.55%
2
Close
Dec 12, 2023
Etsy
―
▼ 67.09%
3
Close
Sep 13, 2023
J.P. Morgan Nasdaq Equity Premium Income ETF
0.61%
▲ 41.14%
2
Buy
Jul 13, 2023