tiprankstipranks

First Steps - New Portfolio

Stefan D

First Steps
Individual Investor
Ranked #91,526 out of 744,113 TipRanks' Investors
Success Rate
56%
53 out of 94
profitable transactions
Average Return
24.77%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.26%
6-Month Return▲ 8.25%
12-Month Return▲ 10.03%
YTD Return▲ 4.66%
Total Return▲ 120.93%

Best Trade

Opened at
Closed at-
Gain▲ 245.18%

Bio

Looking to learn and grow my knowledge, preferable hand in hand with my investments

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 12.17%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 4.77%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 1.03%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 9.47%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 2.85%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.25%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.53%
Jun 2024
▼ 2.99%
▲ 1.33%
▼ 0.06%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 12.17%
▼ 1.87%▲ 1.59%▼ 4.77%
▲ 14.08%▲ 5.22%▼ 1.03%
▲ 5.05%▲ 3.27%▲ 9.47%
▼ 12.40%▼ 4.03%▲ 2.85%
▲ 11.46%▲ 5.06%▲ 1.25%
▼ 2.25%▲ 3.53%▼ 2.53%
▼ 2.99%▲ 1.33%▼ 0.06%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Gerdau SA
2.51%
▼ 10.73%
3
Buy
Jun 06, 2024
Intel
3.52%
▲ 2.66%
1
Open
Jun 06, 2024
JPMorgan Chase & Co.
0%
▲ 132.18%
3
Sell
May 01, 2024
Rio Tinto
10.19%
▲ 0.43%
3
Buy
May 01, 2024
Pfizer
10.4%
▲ 3.00%
3
Buy
May 01, 2024
B2Gold
5.22%
▼ 12.44%
4
Buy
Apr 08, 2024
Hasbro
23.54%
▼ 17.96%
13
Buy
Feb 08, 2024
AT&T
14.02%
▲ 14.09%
7
Buy
Feb 08, 2024
Companhia Energetica Minas Gerais
3.16%
▲ 12.31%
2
Buy
Feb 08, 2024
Chevron
5.88%
▲ 6.71%
2
Buy
Jan 09, 2024
Roblox
0%
▼ 19.13%
4
Buy
Dec 27, 2023
Unity Software
5.02%
▲ 15.39%
11
Buy
Nov 10, 2023
Spotify Technology SA
0%
▲ 162.82%
3
Sell
Jul 14, 2023
Realty Income
3.94%
▼ 8.64%
1
Open
Jul 14, 2023
AGNC Investment
1.82%
▲ 18.24%
1
Open
Jun 07, 2023
Sony Group
0%
▼ 16.64%
5
Sell
Mar 23, 2023
Warner Bros
0%
▼ 58.69%
2
Sell
Mar 23, 2023
GE Aerospace
0%
▲ 126.93%
8
Sell
Feb 23, 2023
GE Healthcare Technologies Inc
0%
▲ 27.94%
2
Sell
Feb 23, 2023
Sunrun
3.19%
▼ 54.86%
2
Buy
Jan 12, 2023