Education
About Us
Working with TipRanks
Follow Us
New Portfolio - New Portfolio
Steve C
New PortfolioIndividual Investor
Ranked #310,625 out of 796,165 TipRanks' Investors
Success Rate
734 out of 1643
profitable transactions
profitable transactions
Average Return
9.06%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 5.45%
6-Month Return▼ 4.48%
12-Month Return▲ 24.69%
YTD Return▼ 8.59%
Total Return▲ 119.36%
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
25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 2.75%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.80%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 9.48%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 1.14%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 6.62%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.05%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.39%
Mar 2025
▼ 8.94%
▼ 6.03%
▼ 2.50%
Apr 2025
▲ 2.92%▲ 2.10%▲ 2.75%
▲ 10.00%▼ 0.89%▼ 1.80%
▲ 25.98%▲ 5.96%▲ 9.48%
▲ 5.34%▼ 2.41%▼ 1.14%
▲ 5.99%▲ 2.69%▲ 6.62%
▼ 12.86%▼ 1.27%▼ 5.05%
▼ 1.80%▼ 5.57%▼ 7.39%
▼ 8.94%▼ 6.03%▼ 2.50%
Recent Activity
Alphabet Class A
0.84%
▲ 30.65%
53
Sell
Feb 11, 2025
ASML Holding
0.78%
▼ 3.24%
38
Buy
Feb 11, 2025
AbbVie
0.6%
▲ 11.91%
33
Sell
Feb 11, 2025
Cameco
0.38%
▼ 14.72%
13
Buy
Feb 11, 2025
CrowdStrike Holdings
1.68%
▲ 107.00%
56
Sell
Feb 11, 2025
Nvidia
1.14%
▲ 274.90%
52
Sell
Feb 11, 2025
TSMC
3.12%
▲ 25.83%
49
Sell
Feb 11, 2025
Humana
1.68%
▼ 23.98%
52
Buy
Feb 11, 2025
Apple
1.14%
▲ 27.23%
50
Sell
Feb 11, 2025
Advanced Micro Devices
1.17%
▼ 7.15%
59
Buy
Feb 11, 2025
Palo Alto Networks
1.76%
▲ 59.56%
44
Sell
Feb 11, 2025
Meta Platforms
1.01%
▲ 61.62%
49
Sell
Feb 11, 2025
Microsoft
1.07%
▲ 23.82%
52
Sell
Feb 11, 2025
Salesforce
0.68%
▲ 10.74%
47
Sell
Feb 11, 2025
Chipotle
1.59%
▲ 40.35%
57
Sell
Feb 11, 2025
Broadcom
1.16%
▲ 169.55%
46
Buy
Feb 11, 2025
Amazon
0.99%
▲ 25.51%
36
Sell
Feb 11, 2025
Vistra Energy
1.66%
▼ 11.62%
10
Sell
Feb 11, 2025
GE Aerospace
3.31%
▲ 59.46%
27
Sell
Feb 11, 2025
Zscaler
1.68%
▼ 4.21%
30
Sell
Feb 11, 2025