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New Portfolio - New Portfolio
Steve C
New PortfolioIndividual Investor
Ranked #274,233 out of 789,725 TipRanks' Investors
Success Rate
797 out of 1643
profitable transactions
profitable transactions
Average Return
16.13%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 5.35%
6-Month Return▲ 14.03%
12-Month Return▲ 37.70%
YTD Return▲ 1.69%
Total Return▲ 144.92%
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
26.01%0-26.01%
▲ 8.13%
▲ 1.21%
▼ 4.75%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.89%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.75%
Sep 2024
▲ 10.01%
▼ 0.89%
▼ 1.76%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 9.48%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 0.82%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 7.09%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.04%
Feb 2025
▲ 8.13%▲ 1.21%▼ 4.75%
▼ 13.14%▲ 2.34%▲ 3.89%
▲ 2.93%▲ 2.10%▲ 2.75%
▲ 10.01%▼ 0.89%▼ 1.76%
▲ 26.01%▲ 5.96%▲ 9.48%
▲ 5.96%▼ 2.41%▼ 0.82%
▲ 5.25%▲ 2.69%▲ 7.09%
▼ 12.86%▼ 1.27%▼ 5.04%
Recent Activity
Alphabet Class A
0.85%
▲ 44.93%
53
Sell
Feb 11, 2025
ASML Holding
0.8%
▲ 0.13%
38
Buy
Feb 11, 2025
AbbVie
0.68%
▲ 18.92%
33
Sell
Feb 11, 2025
Cameco
0.35%
▼ 12.06%
13
Buy
Feb 11, 2025
CrowdStrike Holdings
1.57%
▲ 112.35%
56
Sell
Feb 11, 2025
Nvidia
1.16%
▲ 348.15%
52
Sell
Feb 11, 2025
TSMC
3.31%
▲ 43.54%
49
Sell
Feb 11, 2025
Humana
1.43%
▼ 27.86%
52
Buy
Feb 11, 2025
Apple
1.3%
▲ 58.39%
50
Sell
Feb 11, 2025
Advanced Micro Devices
1.21%
▲ 5.02%
59
Buy
Feb 11, 2025
Palo Alto Networks
1.77%
▲ 78.99%
44
Sell
Feb 11, 2025
Meta Platforms
1.22%
▲ 109.62%
49
Sell
Feb 11, 2025
Microsoft
1.03%
▲ 32.27%
52
Sell
Feb 11, 2025
Salesforce
0.75%
▲ 29.77%
47
Sell
Feb 11, 2025
Chipotle
1.67%
▲ 57.54%
57
Sell
Feb 11, 2025
Broadcom
1.15%
▲ 206.94%
46
Buy
Feb 11, 2025
Amazon
1.08%
▲ 49.41%
36
Sell
Feb 11, 2025
Vistra Energy
1.65%
▼ 0.91%
10
Sell
Feb 11, 2025
GE Aerospace
3.4%
▲ 77.12%
27
Sell
Feb 11, 2025
Zscaler
1.45%
▼ 6.58%
30
Sell
Feb 11, 2025