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New Portfolio - New Portfolio
Steve C
New PortfolioIndividual Investor
Ranked #203,836 out of 776,512 TipRanks' Investors
Success Rate
830 out of 1600
profitable transactions
profitable transactions
Average Return
20.28%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.47%
6-Month Return▲ 14.24%
12-Month Return▲ 29.99%
YTD Return▲ 30.83%
Total Return▲ 105.10%
Best Trade
Bio
Long Term Investor...Balanced Portfolio...Disruptive Company's as well as Established well run
Best of Breed. Growth and Value. Actively manage. Will take some Risk of shorter or longer-term duration with less than 1-2 % of Value. Lots of research.
Performance
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 13.34%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.03%
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 4.75%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.89%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.75%
Sep 2024
▲ 5.26%
▼ 0.89%
▼ 1.75%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 9.48%
Nov 2024
▲ 5.26%
▲ 0.13%
▲ 4.35%
Dec 2024
▲ 11.46%▲ 5.06%▲ 13.34%
▼ 2.25%▲ 3.53%▲ 4.03%
▲ 25.71%▲ 1.21%▼ 4.75%
▼ 4.22%▲ 2.34%▲ 3.89%
▲ 7.82%▲ 2.10%▲ 2.75%
▲ 5.26%▼ 0.89%▼ 1.75%
▲ 43.22%▲ 5.96%▲ 9.48%
▲ 5.26%▲ 0.13%▲ 4.35%
Recent Activity
AbbVie
0.46%
▲ 14.02%
30
Sell
Dec 06, 2024
Cameco
0.7%
▼ 7.26%
11
Sell
Dec 06, 2024
CrowdStrike Holdings
1.27%
▲ 99.34%
54
Sell
Dec 06, 2024
Nvidia
3.29%
▲ 403.04%
49
Sell
Dec 06, 2024
Taiwan Semiconductor Manufacturing
3.28%
▲ 63.47%
46
Sell
Dec 06, 2024
Humana
1.05%
▼ 33.04%
50
Buy
Dec 06, 2024
Apple
1.61%
▲ 68.92%
47
Buy
Dec 06, 2024
Advanced Micro Devices
1.24%
▲ 33.61%
57
Sell
Dec 06, 2024
Palo Alto Networks
1.62%
▲ 78.13%
41
Buy
Dec 06, 2024
Meta Platforms
0.67%
▲ 95.60%
47
Sell
Dec 06, 2024
Microsoft
1%
▲ 46.09%
50
Sell
Dec 06, 2024
Salesforce
0.73%
▲ 50.48%
44
Sell
Dec 06, 2024
Chipotle
3.01%
▲ 81.68%
54
Sell
Dec 06, 2024
Broadcom
1.19%
▲ 280.49%
44
Sell
Dec 06, 2024
Amazon
1.04%
▲ 59.97%
34
Buy
Dec 06, 2024
Vistra Energy
1.59%
▲ 6.84%
7
Sell
Dec 06, 2024
Merck & Company
0.96%
▼ 9.98%
30
Buy
Dec 06, 2024
GE Aerospace
2.44%
▲ 50.89%
25
Sell
Dec 06, 2024
Zscaler
1.17%
▼ 10.34%
27
Buy
Dec 06, 2024
CME Group
0.59%
▲ 7.74%
12
Sell
Dec 06, 2024