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Steve David Investments - New Portfolio

Steve David

Steve David Investments
Individual Investor
Ranked #91,284 out of 834,064 TipRanks' Investors
Success Rate
77%
44 out of 57
profitable transactions
Average Return
28.21%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.03%
6-Month Return▲ 9.64%
12-Month Return▲ 18.51%
YTD Return▲ 18.76%
Total Return▲ 27.28%

Best Trade

Opened at
Closed at-
Gain▲ 817.90%

Bio

Active Algorithmic Trader and iETF/Stocks Investor.

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 5.56%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.98%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 4.07%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.33%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.23%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.53%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 0.48%
Nov 2025
▲ 1.61%
▲ 1.31%
▲ 0.34%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 5.56%
▲ 9.25%▲ 5.14%▲ 2.98%
▲ 7.60%▲ 2.30%▲ 4.07%
▲ 2.76%▲ 2.05%▲ 2.33%
▲ 12.88%▲ 3.56%▲ 3.23%
▲ 10.96%▲ 2.38%▼ 0.53%
▼ 3.57%▲ 0.19%▼ 0.48%
▲ 1.61%▲ 1.31%▲ 0.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Horizons Cash Maximizer ETF
79.8%
▲ 3.63%
5
Buy
Oct 21, 2024
TELUS International (CDA)
▼ 11.81%
2
Close
Sep 02, 2024
Energy Select Sector SPDR Fund
0.21%
▲ 2.82%
4
Buy
Aug 31, 2024
Utilities Select Sector SPDR Fund
1.11%
▲ 23.19%
3
Buy
Aug 31, 2024
Big Lots
▼ 43.48%
2
Close
Aug 31, 2024
BCE
▼ 0.06%
2
Close
Aug 16, 2024
Harvest Premium Yield Treasury ETF Trust Unit A
0.05%
▼ 3.45%
1
Open
Aug 16, 2024
TELUS International (CDA)
▲ 7.36%
3
Close
Aug 02, 2024
BioMarin Pharmaceutical
0.48%
▼ 28.80%
1
Open
Aug 02, 2024
Baytex Energy
0.51%
▲ 1.05%
1
Open
Aug 02, 2024
VanEck Gold Miners ETF
2.21%
▲ 155.02%
1
Open
Aug 02, 2024
Bitwise Crypto Industry Innovators ETF
0.17%
▲ 70.73%
1
Open
Aug 02, 2024
Oklo Inc
1.24%
▲ 404.50%
3
Open
Aug 01, 2024
Communication Services Select Sector SPDR Fund
0.1%
▲ 44.72%
4
Sell
Aug 01, 2024
Consumer Discretionary Select Sector SPDR Fund
0.2%
▲ 36.93%
3
Sell
Aug 01, 2024
Health Care Select Sector SPDR Fund
0.13%
▲ 8.76%
3
Sell
Aug 01, 2024
Materials Select Sector SPDR Fund
0.07%
▲ 6.13%
3
Sell
Aug 01, 2024
Technology Select Sector SPDR Fund
0.24%
▲ 33.32%
3
Sell
Aug 01, 2024
Consumer Staples Select Sector SPDR Fund
0.06%
▲ 5.11%
3
Sell
Aug 01, 2024
Industrial Select Sector SPDR Fund
0.13%
▲ 30.17%
3
Sell
Aug 01, 2024