tiprankstipranks

First Steps - New Portfolio

Stefan D

First Steps
Individual Investor
Ranked #62,203 out of 793,704 TipRanks' Investors
Success Rate
59%
70 out of 118
profitable transactions
Average Return
32.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.06%
6-Month Return▼ 0.44%
12-Month Return▲ 19.20%
YTD Return▲ 10.92%
Total Return▲ 159.90%

Best Trade

Opened at
Closed at
Gain▲ 412.47%

Bio

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

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.06%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 6.69%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 4.52%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.03%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 9.76%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 2.95%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 7.81%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 0.06%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 2.06%
▲ 2.93%▲ 2.10%▲ 6.69%
▲ 10.00%▼ 0.89%▼ 4.52%
▲ 26.01%▲ 5.96%▲ 4.03%
▲ 5.33%▼ 2.41%▼ 9.76%
▲ 5.89%▲ 2.69%▲ 2.95%
▼ 12.86%▼ 1.27%▲ 7.81%
▲ 3.73%▼ 4.27%▼ 0.06%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bank of America
4.05%
▲ 0.19%
1
Open
Mar 20, 2025
Hasbro
16.22%
▼ 7.98%
14
Buy
Mar 17, 2025
Pfizer
6.61%
▼ 2.98%
4
Buy
Mar 17, 2025
Cisco Systems
0%
▲ 75.64%
2
Sell
Mar 04, 2025
TRONOX
0%
▼ 48.06%
2
Sell
Mar 04, 2025
UnitedHealth
5.45%
▲ 9.13%
1
Open
Mar 04, 2025
PepsiCo
6.33%
▲ 0.50%
2
Buy
Feb 14, 2025
Realty Income
5.34%
▲ 6.36%
3
Buy
Jan 10, 2025
Intel
3.49%
▲ 9.88%
4
Buy
Jan 10, 2025
PDD Holdings
3.94%
▲ 27.03%
2
Buy
Jan 10, 2025
Cameco
▼ 1.98%
3
Close
Dec 18, 2024
Lockheed Martin
4.67%
▼ 7.74%
1
Open
Dec 18, 2024
Sony Group
▼ 8.59%
6
Close
Nov 13, 2024
Roblox
▲ 13.78%
5
Close
Nov 13, 2024
Canopy Growth
▼ 95.75%
4
Close
Nov 13, 2024
Spotify
▲ 290.20%
4
Close
Nov 13, 2024
JPMorgan Chase
▲ 171.45%
4
Close
Nov 13, 2024
GE Aerospace
▲ 149.66%
9
Close
Nov 13, 2024
Warner Bros
▼ 44.46%
3
Close
Nov 13, 2024
GE Healthcare Technologies Inc
▲ 39.53%
3
Close
Nov 13, 2024