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New Portfolio - New Portfolio
Steven
New PortfolioIndividual Investor
Ranked #513,174 out of 747,046 TipRanks' Investors
Success Rate
76 out of 179
profitable transactions
profitable transactions
Average Return
-8.72%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.35%
6-Month Return▲ 4.71%
12-Month Return▼ 18.88%
YTD Return▼ 9.42%
Total Return▲ 15.09%
Best Trade
Bio
Aggressive portfolio for growth, with a general buy and hold strategy
Performance
19.38%0-19.38%
▲ 5.14%
▲ 4.57%
▲ 17.30%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 11.88%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 0.22%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.00%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 9.86%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 11.83%
May 2024
▼ 2.25%
▲ 3.53%
▼ 5.33%
Jun 2024
▲ 19.38%
▲ 2.34%
▲ 6.88%
Jul 2024
▲ 5.14%▲ 4.57%▲ 17.30%
▼ 1.87%▲ 1.59%▼ 11.88%
▲ 14.08%▲ 5.22%▼ 0.22%
▲ 5.05%▲ 3.27%▲ 1.00%
▼ 12.40%▼ 4.03%▼ 9.86%
▲ 11.46%▲ 5.06%▲ 11.83%
▼ 2.25%▲ 3.53%▼ 5.33%
▲ 19.38%▲ 2.34%▲ 6.88%
Recent Activity
Ormat Techno
2.05%
▲ 2.53%
1
Open
May 27, 2024
LENZ Therapeutics
2.94%
▲ 38.92%
1
Open
May 27, 2024
Shopify
43.04%
▲ 45.34%
3
Buy
May 23, 2024
SolarEdge Technologies
―
▼ 49.30%
5
Close
May 23, 2024
CrowdStrike Holdings
4.68%
▼ 9.41%
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
―
▼ 7.54%
2
Close
May 23, 2024
Rivian Automotive
4.61%
▲ 67.38%
2
Sell
May 23, 2024
First Trust Nasdaq Clean Edge Smart GRID Infrastructure Index
1.62%
▲ 0.59%
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
―
▼ 20.47%
2
Close
Apr 10, 2024
Castle Biosciences
―
▼ 70.29%
2
Close
Apr 10, 2024
iShares Robotics and Artificial Intelligence Multisector 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