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New Portfolio - New Portfolio

Steve C

New Portfolio
Individual Investor
Ranked #222,981 out of 783,334 TipRanks' Investors
Success Rate
51%
831 out of 1623
profitable transactions
Average Return
19.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.42%
6-Month Return▲ 26.37%
12-Month Return▲ 59.46%
YTD Return▲ 9.27%
Total Return▲ 162.07%

Best Trade

Opened at
Closed at-
Gain▲ 669.22%

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

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 10.04%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 4.75%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.89%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.75%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.77%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 9.48%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 1.23%
Dec 2024
▲ 2.91%
▲ 3.15%
▲ 9.27%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 10.04%
▲ 8.13%▲ 1.21%▼ 4.75%
▼ 13.14%▲ 2.34%▲ 3.89%
▲ 2.93%▲ 2.10%▲ 2.75%
▲ 9.99%▼ 0.89%▼ 1.77%
▲ 26.04%▲ 5.96%▲ 9.48%
▲ 5.93%▼ 2.41%▼ 1.23%
▲ 2.91%▲ 3.15%▲ 9.27%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
1.07%
▲ 343.78%
51
Sell
Jan 28, 2025
TSMC
3.59%
▲ 57.13%
48
Buy
Jan 28, 2025
Apple
1.19%
▲ 56.59%
49
Sell
Jan 28, 2025
Meta Platforms
1.09%
▲ 112.03%
48
Buy
Jan 28, 2025
Vistra Energy
2%
▲ 12.22%
9
Buy
Jan 28, 2025
Merck & Company
0.97%
▼ 10.20%
32
Sell
Jan 28, 2025
Visa
1.63%
▲ 39.84%
41
Buy
Jan 28, 2025
Energy Transfer
0.85%
▲ 12.35%
14
Sell
Jan 28, 2025
e.l.f. Beauty
1.38%
▲ 4.32%
36
Buy
Jan 28, 2025
Wingstop
0.97%
▲ 19.33%
28
Buy
Jan 28, 2025
Walmart
2.25%
▲ 49.57%
22
Buy
Jan 28, 2025
VanEck Semiconductor ETF
1.34%
▲ 32.65%
25
Sell
Jan 28, 2025
ARM Holdings PLC ADR
1.06%
▲ 53.23%
19
Buy
Jan 28, 2025
VanEck Semiconductor UCITS ETF Accum A USD
0.6%
▲ 3.41%
13
Sell
Jan 28, 2025
Vertiv Holdings
1.02%
▲ 41.01%
13
Sell
Jan 28, 2025
Constellation Energy Corporation
0.71%
▲ 62.03%
16
Buy
Jan 28, 2025
Quanta Services
1.91%
▲ 2.90%
14
Buy
Jan 28, 2025
Alphabet Class A
0.83%
▲ 69.18%
51
Sell
Jan 13, 2025
ASML Holding
0.66%
▲ 0.40%
37
Buy
Jan 13, 2025
AbbVie
0.43%
▲ 13.48%
31
Sell
Jan 13, 2025