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New Portfolio - New Portfolio
Steve C
New PortfolioIndividual Investor
Ranked #243,593 out of 747,498 TipRanks' Investors
Success Rate
707 out of 1455
profitable transactions
profitable transactions
Average Return
14.19%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.85%
6-Month Return▲ 8.90%
12-Month Return▲ 19.92%
YTD Return▲ 13.37%
Total Return▲ 74.91%
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
25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 5.69%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 3.06%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 8.82%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 5.71%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 8.06%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 13.34%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.06%
Jun 2024
▲ 25.65%
▲ 0.88%
▼ 1.13%
Jul 2024
▲ 5.14%▲ 4.57%▲ 5.69%
▼ 1.87%▲ 1.59%▲ 3.06%
▲ 14.08%▲ 5.22%▲ 8.82%
▲ 5.05%▲ 3.27%▼ 5.71%
▼ 12.40%▼ 4.03%▼ 8.06%
▲ 11.46%▲ 5.06%▲ 13.34%
▼ 2.25%▲ 3.53%▲ 4.06%
▲ 25.65%▲ 0.88%▼ 1.13%
Recent Activity
Ethereum
―
▼ 9.13%
5
Close
Jun 15, 2024
Bitcoin
―
▼ 0.94%
4
Close
Jun 15, 2024
Alphabet Class A
1.31%
▲ 55.39%
45
Buy
Jun 14, 2024
ASML Holding
0.57%
▲ 5.29%
31
Buy
Jun 14, 2024
AbbVie
0.83%
▲ 13.24%
25
Buy
Jun 14, 2024
CrowdStrike Holdings
1.55%
▲ 69.78%
48
Sell
Jun 14, 2024
Taiwan Semiconductor Manufacturing
6%
▲ 37.27%
39
Sell
Jun 14, 2024
Apple
2.17%
▲ 51.01%
42
Sell
Jun 14, 2024
Advanced Micro Devices
3.05%
▲ 63.07%
51
Buy
Jun 14, 2024
Meta Platforms
2.18%
▲ 65.01%
40
Sell
Jun 14, 2024
Microsoft
1.67%
▲ 49.47%
43
Buy
Jun 14, 2024
Salesforce
0.85%
▲ 13.56%
37
Buy
Jun 14, 2024
Chipotle
6.28%
▲ 56.29%
48
Buy
Jun 14, 2024
Amazon
1.45%
▲ 35.77%
28
Buy
Jun 14, 2024
Merck & Company
1.89%
▼ 1.17%
24
Buy
Jun 14, 2024
GE Aerospace
3.2%
▲ 50.42%
19
Sell
Jun 14, 2024
Zscaler
1.49%
▼ 10.78%
21
Buy
Jun 14, 2024
Costco
1.92%
▲ 43.96%
39
Buy
Jun 14, 2024
e.l.f. Beauty
2.67%
▲ 78.30%
28
Sell
Jun 14, 2024
Sony Group
―
▼ 10.24%
20
Close
Jun 14, 2024