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Portfolio - New Portfolio

David Stefanov

Portfolio
Individual Investor
Ranked #338,128 out of 819,164 TipRanks' Investors
Success Rate
58%
33 out of 57
profitable transactions
Average Return
11.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.04%
6-Month Return▲ 9.88%
12-Month Return▲ 13.15%
YTD Return▲ 17.39%
Total Return▲ 34.98%

Best Trade

Opened at
Closed at
Gain▲ 121.47%

Bio

Performance

27.92%0-27.92%
▼ 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
▲ 27.92%
▲ 2.30%
▼ 0.34%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 5.88%
Aug 2025
▲ 10.49%
▲ 3.18%
▼ 1.07%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 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%
▲ 27.92%▲ 2.30%▼ 0.34%
▲ 4.87%▲ 2.05%▲ 5.88%
▲ 10.49%▲ 3.18%▼ 1.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PulteGroup
0%
▼ 3.99%
1
Open
Sep 04, 2025
Lennar
0%
▼ 7.79%
1
Open
Sep 04, 2025
BP
4.48%
▼ 2.43%
2
Sell
Aug 30, 2025
Carrier Global
3.83%
▼ 6.14%
2
Buy
Aug 30, 2025
Clorox
0%
▲ 1.90%
1
Open
Aug 25, 2025
Occidental Petroleum
▼ 15.99%
2
Close
Aug 24, 2025
Realty Income
10.02%
▲ 9.07%
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
▲ 20.41%
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
8.22%
▲ 5.07%
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