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New Portfolio - New Portfolio
Steven
New PortfolioIndividual Investor
Ranked #529,407 out of 769,002 TipRanks' Investors
Success Rate
72 out of 179
profitable transactions
profitable transactions
Average Return
-8.63%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.74%
6-Month Return▲ 6.30%
12-Month Return▲ 6.31%
YTD Return▼ 10.96%
Total Return▲ 13.13%
Best Trade
Bio
Aggressive portfolio for growth, with a general buy and hold strategy
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 9.86%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 11.83%
May 2024
▼ 2.25%
▲ 3.53%
▼ 5.33%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.21%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.18%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.56%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 5.00%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 3.25%
Nov 2024
▼ 12.40%▼ 4.03%▼ 9.86%
▲ 11.46%▲ 5.06%▲ 11.83%
▼ 2.25%▲ 3.53%▼ 5.33%
▲ 25.72%▲ 1.21%▲ 1.21%
▼ 4.22%▲ 2.34%▲ 3.18%
▲ 7.82%▲ 2.10%▲ 2.56%
▲ 5.70%▼ 0.89%▼ 5.00%
▲ 23.63%▲ 3.84%▲ 3.25%
Recent Activity
Ormat Techno
1.81%
▲ 8.27%
1
Open
May 27, 2024
LENZ Therapeutics
3.88%
▲ 115.99%
1
Open
May 27, 2024
Shopify
60.25%
▲ 133.10%
3
Buy
May 23, 2024
SolarEdge Technologies
―
▼ 49.30%
5
Close
May 23, 2024
CrowdStrike Holdings
4.05%
▼ 9.69%
7
Open
May 23, 2024
EVgo
―
▲ 0.96%
2
Close
May 23, 2024
Eos Energy Enterprises
―
▼ 23.65%
2
Close
May 23, 2024
Flux Power Holdings
―
▼ 30.29%
2
Close
May 23, 2024
Nuvve Holding
―
▼ 7.60%
2
Close
May 23, 2024
Rivian Automotive
2.27%
▼ 2.14%
2
Sell
May 23, 2024
First Trust Nasdaq Clean Edge Smart GRID Infrastructure Index
1.41%
▲ 3.93%
1
Open
May 23, 2024
Innovative Industrial Properties
―
▲ 17.65%
6
Close
Apr 10, 2024
COMPASS Pathways
―
▼ 74.47%
3
Close
Apr 10, 2024
Datadog
―
▲ 44.89%
4
Close
Apr 10, 2024
B2Gold
―
▼ 20.44%
2
Close
Apr 10, 2024
Castle Biosciences
―
▼ 70.29%
2
Close
Apr 10, 2024
iShares Future AI & Tech ETF
―
▲ 0.40%
2
Close
Apr 10, 2024
Exact Sciences
―
▼ 26.02%
3
Close
Apr 10, 2024
Twilio
―
▼ 15.07%
5
Close
Apr 10, 2024
iShares Global Clean Energy ETF
―
▼ 12.79%
7
Close
Apr 10, 2024