First Steps - New Portfolio

Stefan D

First Steps
Individual Investor
Ranked #57,667 out of 765,504 TipRanks' Investors
Success Rate
63%
65 out of 104
profitable transactions
Average Return
32.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.04%
6-Month Return▲ 12.22%
12-Month Return▲ 42.40%
YTD Return▲ 21.60%
Total Return▲ 156.95%

Best Trade

Opened at
Closed at-
Gain▲ 328.90%

Bio

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

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▲ 2.85%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.25%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.54%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 8.50%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.06%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 6.69%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 3.15%
Oct 2024
▲ 12.58%
▲ 1.42%
▲ 1.48%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▲ 2.85%
▲ 11.46%▲ 5.06%▲ 1.25%
▼ 2.25%▲ 3.53%▼ 2.54%
▲ 25.72%▲ 1.21%▲ 8.50%
▼ 4.21%▲ 2.34%▲ 2.06%
▲ 7.82%▲ 2.10%▲ 6.69%
▲ 6.02%▼ 0.89%▼ 3.15%
▲ 12.58%▲ 1.42%▲ 1.48%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Gerdau SA
4.13%
▼ 2.86%
5
Buy
Oct 14, 2024
TRONOX
1.68%
▼ 11.97%
1
Open
Oct 14, 2024
AGNC Investment
2.77%
▲ 5.43%
2
Buy
Sep 30, 2024
Trinity Capital
2.02%
▲ 0.74%
1
Open
Sep 30, 2024
Chevron
6.99%
▲ 9.88%
3
Buy
Sep 09, 2024
Intel
4.44%
▲ 11.77%
3
Buy
Sep 09, 2024
Canopy Growth
0%
▼ 95.25%
3
Sell
Aug 15, 2024
TPI Composites
0%
▼ 78.72%
2
Sell
Jul 21, 2024
Philip Morris
3.7%
▲ 19.39%
2
Buy
Jul 21, 2024
JPMorgan Chase & Co.
0%
▲ 178.09%
3
Sell
May 01, 2024
Rio Tinto
7.72%
▼ 0.58%
3
Buy
May 01, 2024
Pfizer
8.09%
▲ 3.17%
3
Buy
May 01, 2024
B2Gold
4.7%
▲ 1.66%
4
Buy
Apr 08, 2024
Hasbro
20.64%
▼ 7.68%
13
Buy
Feb 08, 2024
AT&T
13.19%
▲ 38.37%
7
Buy
Feb 08, 2024
Companhia Energetica Minas Gerais
2.69%
▲ 28.06%
2
Buy
Feb 08, 2024
Roblox
0%
▲ 13.27%
4
Buy
Dec 27, 2023
Unity Software
5.44%
▲ 22.65%
11
Buy
Nov 10, 2023
Spotify Technology SA
0%
▲ 226.58%
3
Sell
Jul 14, 2023
Realty Income
3.37%
▲ 1.03%
1
Open
Jul 14, 2023