tiprankstipranks

First Steps - New Portfolio

Stefan D

First Steps
Individual Investor
Ranked #68,747 out of 769,002 TipRanks' Investors
Success Rate
60%
64 out of 106
profitable transactions
Average Return
32.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.25%
6-Month Return▲ 10.16%
12-Month Return▲ 36.60%
YTD Return▲ 19.53%
Total Return▲ 152.57%

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

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
▼ 4.22%
▲ 2.34%
▲ 2.06%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 6.69%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 4.38%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 1.03%
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%
▼ 4.22%▲ 2.34%▲ 2.06%
▲ 7.82%▲ 2.10%▲ 6.69%
▲ 5.70%▼ 0.89%▼ 4.38%
▲ 23.63%▲ 3.84%▲ 1.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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 Technology SA
▲ 290.20%
4
Close
Nov 13, 2024
JPMorgan Chase & Co.
▲ 171.44%
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
TPI Composites
▼ 84.76%
3
Close
Nov 13, 2024
Gerdau SA
5%
▼ 2.45%
6
Buy
Nov 13, 2024
Cameco
3.49%
▲ 8.74%
1
Open
Nov 13, 2024
TRONOX
1.56%
▼ 17.90%
1
Open
Oct 14, 2024
AGNC Investment
2.78%
▲ 8.46%
2
Buy
Sep 30, 2024
Trinity Capital
2.04%
▲ 5.01%
1
Open
Sep 30, 2024
Chevron
6.94%
▲ 13.54%
3
Buy
Sep 09, 2024
Intel
4.2%
▲ 7.13%
3
Buy
Sep 09, 2024
Philip Morris
3.76%
▲ 24.23%
2
Buy
Jul 21, 2024
Rio Tinto
7.17%
▼ 5.05%
3
Buy
May 01, 2024
Pfizer
7.2%
▼ 4.49%
3
Buy
May 01, 2024
B2Gold
4.09%
▼ 9.85%
4
Buy
Apr 08, 2024