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New Portfolio - New Portfolio

andrea stevens

New Portfolio
Individual Investor
Ranked #55,874 out of 807,269 TipRanks' Investors
Success Rate
65%
67 out of 103
profitable transactions
Average Return
36.34%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.19%
6-Month Return▲ 13.71%
12-Month Return▲ 36.92%
YTD Return▲ 16.01%
Total Return▲ 127.55%

Best Trade

Opened at
Closed at-
Gain▲ 1249.59%

Bio

Performance

12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 4.48%
Dec 2024
▲ 6.03%
▲ 2.69%
▼ 1.49%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.40%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 2.69%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 5.91%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 6.95%
May 2025
▲ 6.24%
▲ 5.14%
▲ 8.28%
Jun 2025
▲ 1.29%
▲ 0.46%
▲ 0.96%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 4.48%
▲ 6.03%▲ 2.69%▼ 1.49%
▼ 12.86%▼ 1.27%▼ 7.40%
▼ 1.80%▼ 5.57%▲ 2.69%
▲ 1.84%▼ 0.87%▲ 5.91%
▲ 12.20%▲ 6.28%▲ 6.95%
▲ 6.24%▲ 5.14%▲ 8.28%
▲ 1.29%▲ 0.46%▲ 0.96%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bitcoin
0%
▲ 0.56%
1
Open
May 28, 2025
IShares Bitcoin Trust Registered
0%
▼ 1.09%
1
Open
May 27, 2025
Royal Caribbean
0%
▲ 29.58%
1
Open
May 27, 2025
Ethereum
▼ 8.32%
2
Close
Mar 05, 2025
Arista Networks
▲ 0.86%
3
Close
Mar 04, 2025
Verizon
0%
▲ 2.06%
1
Open
Mar 04, 2025
CrowdStrike Holdings
0.47%
▲ 134.68%
2
Buy
Mar 02, 2025
Meta Platforms
3.8%
▲ 104.51%
2
Buy
Jan 10, 2025
ServiceNow
1.21%
▲ 41.34%
2
Buy
Jan 10, 2025
Palantir Technologies
4.42%
▲ 139.27%
1
Open
Nov 08, 2024
Super Micro Computer
▼ 6.87%
3
Close
Sep 17, 2024
Palo Alto Networks
1.34%
▲ 56.96%
2
Buy
Sep 10, 2024
Broadcom
14.32%
▲ 75.48%
3
Sell
Sep 10, 2024
Altria Group
▲ 33.08%
2
Close
Sep 02, 2024
Medtronic
▲ 3.60%
2
Close
Sep 02, 2024
Citigroup
▲ 36.95%
2
Close
Sep 02, 2024
MongoDB
0%
▼ 11.33%
3
Open
Sep 02, 2024
Rivian Automotive
▲ 5.06%
2
Close
Sep 02, 2024
AppFolio
0.32%
▲ 27.02%
2
Buy
Sep 02, 2024
Microsoft
▲ 28.17%
2
Close
Sep 02, 2024