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New Portfolio - New Portfolio

Steve C

New Portfolio
Individual Investor
Ranked #214,229 out of 769,632 TipRanks' Investors
Success Rate
52%
822 out of 1581
profitable transactions
Average Return
18.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.57%
6-Month Return▲ 12.41%
12-Month Return▲ 33.29%
YTD Return▲ 23.66%
Total Return▲ 93.86%

Best Trade

Opened at
Closed at-
Gain▲ 752.55%

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

37.30%0-37.30%
▼ 12.40%
▼ 4.03%
▼ 8.06%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 13.34%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.03%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 4.75%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.89%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.75%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.61%
Oct 2024
▲ 37.30%
▲ 4.73%
▲ 7.84%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 8.06%
▲ 11.46%▲ 5.06%▲ 13.34%
▼ 2.25%▲ 3.53%▲ 4.03%
▲ 25.72%▲ 1.21%▼ 4.75%
▼ 4.22%▲ 2.34%▲ 3.89%
▲ 7.82%▲ 2.10%▲ 2.75%
▲ 5.70%▼ 0.89%▼ 1.61%
▲ 37.30%▲ 4.73%▲ 7.84%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
DR Horton
1.38%
▼ 9.13%
3
Buy
Nov 24, 2024
Taiwan Semiconductor Manufacturing
1.64%
▼ 0.33%
4
Buy
Nov 24, 2024
BigBearai Holdings
0.33%
▲ 42.45%
4
Buy
Nov 24, 2024
IShares Bitcoin Trust Registered
0.81%
▲ 1.06%
2
Buy
Nov 24, 2024
AbbVie
0.48%
▲ 13.48%
29
Buy
Nov 21, 2024
CrowdStrike Holdings
1.32%
▲ 102.87%
53
Sell
Nov 21, 2024
Nvidia
3.46%
▲ 409.21%
48
Sell
Nov 21, 2024
Taiwan Semiconductor Manufacturing
3.08%
▲ 52.90%
45
Sell
Nov 21, 2024
Humana
0.9%
▼ 23.91%
49
Buy
Nov 21, 2024
Apple
1.35%
▲ 52.71%
46
Sell
Nov 21, 2024
Advanced Micro Devices
1.39%
▲ 46.37%
56
Sell
Nov 21, 2024
Palo Alto Networks
1.59%
▲ 83.89%
40
Sell
Nov 21, 2024
Meta Platforms
0.63%
▲ 81.13%
46
Sell
Nov 21, 2024
Microsoft
1.02%
▲ 38.66%
49
Buy
Nov 21, 2024
Salesforce
0.78%
▲ 49.35%
43
Sell
Nov 21, 2024
Chipotle
3.11%
▲ 81.01%
53
Sell
Nov 21, 2024
Broadcom
0.85%
▲ 160.02%
43
Sell
Nov 21, 2024
Amazon
0.79%
▲ 42.65%
33
Sell
Nov 21, 2024
Vistra Energy
1.83%
▲ 17.77%
6
Buy
Nov 21, 2024
GE Aerospace
2.81%
▲ 58.03%
24
Sell
Nov 21, 2024