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Portfolio - New Portfolio

David Stefanov

Portfolio
Individual Investor
Ranked #299,168 out of 830,534 TipRanks' Investors
Success Rate
61%
35 out of 57
profitable transactions
Average Return
10.67%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.24%
6-Month Return▲ 6.82%
12-Month Return▲ 8.35%
YTD Return▲ 15.76%
Total Return▲ 33.10%

Best Trade

Opened at
Closed at
Gain▲ 121.47%

Bio

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 3.91%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 4.45%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.34%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.25%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 5.88%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.67%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 3.07%
Oct 2025
▼ 3.44%
▲ 0.19%
▲ 1.66%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▼ 3.91%
▲ 11.63%▲ 6.28%▲ 4.45%
▲ 9.25%▲ 5.14%▲ 4.34%
▲ 7.60%▲ 2.30%▼ 0.25%
▲ 2.76%▲ 2.05%▲ 5.88%
▲ 12.88%▲ 3.56%▼ 0.67%
▲ 10.96%▲ 2.38%▼ 3.07%
▼ 3.44%▲ 0.19%▲ 1.66%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PulteGroup
0%
▼ 7.43%
1
Open
Sep 04, 2025
Lennar
0%
▼ 5.28%
1
Open
Sep 04, 2025
BP
4.74%
▲ 5.84%
2
Sell
Aug 30, 2025
Carrier Global
3.41%
▼ 16.47%
2
Buy
Aug 30, 2025
Clorox
0%
▼ 9.94%
1
Open
Aug 25, 2025
Occidental Petroleum
▼ 15.99%
2
Close
Aug 24, 2025
Realty Income
9.62%
▲ 7.36%
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
7.3%
▼ 5.65%
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