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New Portfolio - New Portfolio
Steve Brown
New PortfolioIndividual Investor
Ranked #254,338 out of 753,381 TipRanks' Investors
Success Rate
9 out of 16
profitable transactions
profitable transactions
Average Return
21.21%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.73%
6-Month Return▲ 9.34%
12-Month Return▲ 31.97%
YTD Return▲ 12.23%
Total Return▲ 18.58%
Best Trade
Bio
Long Term Plays (3+ years) with 50% Dividend Income and 50% Capital Appreciation.
Performance
25.76%0-25.76%
▼ 1.87%
▲ 1.59%
▲ 1.08%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.65%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.85%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 1.63%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.13%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.64%
Jun 2024
▲ 25.76%
▲ 1.21%
▼ 0.16%
Jul 2024
▼ 2.89%
▲ 2.06%
▼ 1.68%
Aug 2024
▼ 1.87%▲ 1.59%▲ 1.08%
▲ 14.08%▲ 5.22%▲ 1.65%
▲ 5.05%▲ 3.27%▲ 3.85%
▼ 12.40%▼ 4.03%▲ 1.63%
▲ 11.46%▲ 5.06%▲ 6.13%
▼ 2.25%▲ 3.53%▼ 0.64%
▲ 25.76%▲ 1.21%▼ 0.16%
▼ 2.89%▲ 2.06%▼ 1.68%
Recent Activity
BlackRock Capital Investment
―
▲ 12.30%
2
Close
Mar 18, 2024
BlackRock TCP Capital
7.69%
▼ 4.34%
1
Open
Mar 18, 2024
AT&T
7.69%
▲ 15.55%
1
Open
Jan 10, 2022
Goldman Sachs Group
7.69%
▲ 36.92%
1
Open
Jan 10, 2022
General Motors
7.69%
▼ 18.80%
1
Open
Jan 10, 2022
Dollar General
7.69%
▼ 45.91%
1
Open
Jan 10, 2022
Apple
7.69%
▲ 33.75%
1
Open
Jan 10, 2022
Amgen
7.69%
▲ 55.70%
1
Open
Jan 10, 2022
Petroleo Brasileiro SA- Petrobras
7.69%
▲ 197.58%
1
Open
Jan 10, 2022
Ternium SA
7.69%
▼ 10.34%
1
Open
Jan 10, 2022
Rio Tinto
7.69%
▲ 9.83%
1
Open
Jan 10, 2022
Golden Ocean Group
7.69%
▲ 73.40%
1
Open
Jan 10, 2022
Annexon Biosciences
―
▼ 38.09%
2
Close
Jan 10, 2022
Open Lending
―
▼ 11.74%
2
Close
Jan 10, 2022
Tencent Music Entertainment Group
7.69%
▲ 48.11%
1
Open
Nov 29, 2021
Two Harbors
7.69%
▼ 14.63%
1
Open
Nov 29, 2021