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Steve_1 - New Portfolio

Steve_1
Individual Investor
Ranked #140,591 out of 858,971 TipRanks' Investors
Success Rate
82%
23 out of 28
profitable transactions
Average Return
31.38%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.32%
6-Month Return▲ 7.70%
12-Month Return▲ 21.68%
YTD Return▲ 1.93%
Total Return▲ 60.78%

Best Trade

Opened at
Closed at-
Gain▲ 155.54%

Bio

Diversified, low risk

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 1.60%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.51%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 5.26%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.26%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 4.13%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 0.45%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 7.33%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 5.16%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 1.60%
▲ 10.96%▲ 2.38%▲ 0.51%
▼ 3.68%▲ 0.19%▲ 5.26%
▼ 0.10%▲ 0.08%▲ 1.26%
▲ 4.06%▲ 1.47%▲ 4.13%
▼ 1.12%▼ 0.86%▲ 0.45%
▲ 0.60%▼ 4.94%▼ 7.33%
▲ 7.53%▲ 5.50%▲ 5.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Adobe
▲ 42.95%
2
Close
Aug 10, 2024
Salesforce
▲ 28.63%
2
Close
Aug 10, 2024
Coca-Cola
▲ 11.32%
2
Close
Aug 10, 2024
Procter & Gamble
▲ 10.00%
2
Close
Aug 10, 2024
Constellation Brands
2.74%
▼ 11.01%
3
Open
Aug 10, 2024
Workday
▼ 20.14%
2
Close
Aug 10, 2024
Keurig Dr Pepper
▲ 2.64%
2
Close
Aug 10, 2024
Nvidia
11.26%
▲ 73.73%
1
Open
Aug 10, 2024
Meta Platforms
4.78%
▲ 23.69%
1
Open
Aug 10, 2024
TSMC
10.84%
▲ 124.48%
1
Open
Aug 10, 2024
Philip Morris
6.52%
▲ 49.73%
1
Open
Aug 10, 2024
Anheuser-Busch Inbev Sa
5.82%
▲ 27.72%
1
Open
Aug 10, 2024
Thermo Fisher
▲ 4.37%
2
Close
Apr 12, 2024
Intuit
▲ 17.05%
2
Close
Apr 12, 2024
Merck & Company
4.19%
▲ 1.96%
1
Open
Apr 12, 2024
Mastercard
▲ 5.84%
2
Close
Nov 12, 2023
Visa
▲ 18.03%
2
Close
Nov 12, 2023
Alphabet Class A
11.24%
▲ 145.26%
1
Open
Nov 12, 2023
Altria Group
▼ 3.52%
2
Close
Jun 11, 2023
Boston Scientific
4.91%
▲ 21.43%
1
Open
Apr 27, 2023