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Steve David Investments - New Portfolio

Steve David

Steve David Investments
Individual Investor
Ranked #152,388 out of 804,567 TipRanks' Investors
Success Rate
65%
37 out of 57
profitable transactions
Average Return
16.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.54%
6-Month Return▲ 8.12%
12-Month Return▲ 16.10%
YTD Return▲ 8.15%
Total Return▲ 15.92%

Best Trade

Opened at
Closed at-
Gain▲ 591.53%

Bio

Active Algorithmic Trader and iETF/Stocks Investor.

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 5.79%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 3.35%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.48%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.98%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.46%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 0.08%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 5.56%
May 2025
▲ 0.15%
▲ 1.13%
▲ 2.43%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 5.79%
▲ 5.10%▼ 2.41%▼ 3.35%
▲ 6.03%▲ 2.69%▲ 3.48%
▼ 12.86%▼ 1.27%▼ 1.98%
▼ 1.80%▼ 5.57%▼ 1.46%
▲ 1.83%▼ 0.87%▲ 0.08%
▲ 12.21%▲ 6.28%▲ 5.56%
▲ 0.15%▲ 1.13%▲ 2.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Horizons Cash Maximizer ETF
80.43%
▲ 2.29%
5
Buy
Oct 21, 2024
TELUS International (CDA)
▼ 11.81%
2
Close
Sep 02, 2024
Energy Select Sector SPDR Fund
0.22%
▲ 0.93%
4
Buy
Aug 31, 2024
Utilities Select Sector SPDR Fund
1.07%
▲ 13.88%
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%
▼ 7.34%
1
Open
Aug 16, 2024
TELUS International (CDA)
▼ 1.94%
3
Close
Aug 02, 2024
BioMarin Pharmaceutical
0.46%
▼ 34.68%
1
Open
Aug 02, 2024
Baytex Energy
0.34%
▼ 34.83%
1
Open
Aug 02, 2024
VanEck Gold Miners ETF
1.3%
▲ 45.02%
1
Open
Aug 02, 2024
Bitwise Crypto Industry Innovators ETF
0.15%
▲ 48.32%
1
Open
Aug 02, 2024
Oklo Inc
0.96%
▲ 291.31%
3
Open
Aug 01, 2024
Communication Services Select Sector SPDR Fund
0.09%
▲ 25.01%
4
Sell
Aug 01, 2024
Consumer Discretionary Select Sector SPDR Fund
0.17%
▲ 17.49%
3
Sell
Aug 01, 2024
Health Care Select Sector SPDR Fund
0.11%
▼ 8.83%
3
Sell
Aug 01, 2024
Materials Select Sector SPDR Fund
0.07%
▼ 2.02%
3
Sell
Aug 01, 2024
Technology Select Sector SPDR Fund
0.2%
▲ 8.94%
3
Sell
Aug 01, 2024
Consumer Staples Select Sector SPDR Fund
0.07%
▲ 6.53%
3
Sell
Aug 01, 2024
Industrial Select Sector SPDR Fund
0.12%
▲ 16.64%
3
Sell
Aug 01, 2024