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Portfolio - New Portfolio

David Stefanov

Portfolio
Individual Investor
Ranked #148,355 out of 815,981 TipRanks' Investors
Success Rate
74%
39 out of 53
profitable transactions
Average Return
13.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.24%
6-Month Return▲ 10.56%
12-Month Return▲ 13.85%
YTD Return▲ 18.66%
Total Return▲ 36.44%

Best Trade

Opened at
Closed at
Gain▲ 121.47%

Bio

Performance

27.87%0-27.87%
▲ 6.03%
▲ 2.69%
▲ 5.38%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.85%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 0.05%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 3.91%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 4.45%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.34%
Jun 2025
▲ 27.87%
▲ 2.30%
▼ 0.34%
Jul 2025
▲ 7.88%
▲ 2.05%
▲ 5.88%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 5.38%
▼ 12.86%▼ 1.27%▲ 1.85%
▼ 1.80%▼ 5.57%▲ 0.05%
▲ 1.84%▼ 0.87%▼ 3.91%
▲ 12.20%▲ 6.28%▲ 4.45%
▲ 6.24%▲ 5.14%▲ 4.34%
▲ 27.87%▲ 2.30%▼ 0.34%
▲ 7.88%▲ 2.05%▲ 5.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BP
4.47%
▲ 0.74%
2
Sell
Aug 30, 2025
Carrier Global
4.01%
0.00%
2
Buy
Aug 30, 2025
Clorox
0%
▼ 1.00%
1
Open
Aug 25, 2025
Occidental Petroleum
▼ 15.99%
2
Close
Aug 24, 2025
Realty Income
9.63%
▲ 7.84%
2
Buy
Aug 24, 2025
Altria Group
▲ 86.47%
2
Close
Aug 24, 2025
Main Street Capital
▲ 59.65%
2
Close
Aug 24, 2025
Coca-Cola
▲ 20.42%
2
Close
Aug 24, 2025
National Grid
▲ 20.81%
2
Close
Aug 24, 2025
Legal & General
▲ 20.44%
2
Close
Aug 24, 2025
Chevron
▲ 20.18%
2
Close
Aug 24, 2025
CVS Health
▲ 1.26%
2
Close
Aug 24, 2025
Bank of America
▲ 56.73%
2
Close
Aug 24, 2025
VICI Properties
8.44%
▲ 9.94%
2
Buy
Aug 24, 2025
Nvidia
▲ 57.93%
2
Close
Aug 24, 2025
Johnson & Johnson
▲ 27.60%
2
Close
Aug 24, 2025
Chubb
▲ 6.67%
2
Close
Aug 24, 2025
Zoetis
▼ 10.45%
2
Close
Aug 24, 2025
Micron
▼ 12.45%
2
Close
Aug 24, 2025
KLA
▲ 13.34%
2
Close
Aug 24, 2025