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First Steps - New Portfolio

PerformancePortfolio Details

Stefan D

First Steps
Individual Investor
Ranked #55,214 out of 788,370 TipRanks' Investors
Success Rate
63%
72 out of 114
profitable transactions
Average Return
34.78%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 11.59%
6-Month Return▲ 10.65%
12-Month Return▲ 33.40%
YTD Return▲ 13.55%
Total Return▲ 166.83%

Best Trade

AssetSpotify Tec... (SPOT)
Opened at
Closed at
Gain▲ 412.47%

Bio

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

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 8.49%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.06%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 6.69%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 4.52%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 4.04%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 9.51%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 2.73%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 10.53%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 8.49%
▼ 13.14%▲ 2.34%▲ 2.06%
▲ 2.93%▲ 2.10%▲ 6.69%
▲ 9.99%▼ 0.89%▼ 4.52%
▲ 26.03%▲ 5.96%▲ 4.04%
▲ 5.97%▼ 2.41%▼ 9.51%
▲ 5.25%▲ 2.69%▲ 2.73%
▼ 9.08%▲ 1.42%▲ 10.53%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PEP
PepsiCo
6.9%
▲ 2.17%
2
Buy
Feb 14, 2025
O
Realty Income
5.77%
▲ 7.10%
3
Buy
Jan 10, 2025
INTC
Intel
3.91%
▲ 15.69%
4
Buy
Jan 10, 2025
PDD
PDD Holdings
4.43%
▲ 34.16%
2
Buy
Jan 10, 2025
CCJ
Cameco
―
▼ 1.98%
3
Close
Dec 18, 2024
LMT
Lockheed Martin
4.95%
▼ 8.74%
1
Open
Dec 18, 2024
SONY
Sony Group
―
▼ 8.59%
6
Close
Nov 13, 2024
RBLX
Roblox
―
▲ 13.78%
5
Close
Nov 13, 2024
CGC
Canopy Growth
―
▼ 95.75%
4
Close
Nov 13, 2024
SPOT
Spotify Technology SA
―
▲ 290.20%
4
Close
Nov 13, 2024
JPM
JPMorgan Chase & Co.
―
▲ 171.45%
4
Close
Nov 13, 2024
GE
GE Aerospace
―
▲ 149.66%
9
Close
Nov 13, 2024
WBD
Warner Bros
―
▼ 44.46%
3
Close
Nov 13, 2024
GEHC
GE Healthcare Technologies Inc
―
▲ 39.53%
3
Close
Nov 13, 2024
TPIC
TPI Composites
―
▼ 84.76%
3
Close
Nov 13, 2024
GGB
Gerdau SA
3.26%
▼ 19.54%
6
Buy
Nov 13, 2024
TROX
TRONOX
0.79%
▼ 44.89%
1
Open
Oct 14, 2024
AGNC
AGNC Investment
2.37%
▲ 22.98%
2
Buy
Sep 30, 2024
TRIN
Trinity Capital
1.78%
▲ 20.82%
1
Open
Sep 30, 2024
CVX
Chevron
5.29%
▲ 11.66%
3
Buy
Sep 09, 2024