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Steve David Investments - New Portfolio

PerformancePortfolio Details

Steve David

Steve David Investments
Individual Investor
Ranked #90,118 out of 858,665 TipRanks' Investors
Success Rate
77%
44 out of 57
profitable transactions
Average Return
23.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.85%
6-Month Return▼ 0.96%
12-Month Return▲ 23.18%
YTD Return▲ 1.38%
Total Return▲ 29.79%

Best Trade

AssetOklo Inc (OKLO)
Opened at
Closed at-
Gain▲ 455.97%

Bio

Active Algorithmic Trader and iETF/Stocks Investor.

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 3.23%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.53%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 0.47%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.06%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.62%
Jan 2026
▼ 1.10%
▼ 0.86%
▲ 0.88%
Feb 2026
▲ 1.22%
▼ 4.94%
▼ 2.19%
Mar 2026
▲ 3.17%
▲ 1.37%
▲ 0.13%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 3.23%
▲ 10.96%▲ 2.38%▼ 0.53%
▼ 3.68%▲ 0.19%▼ 0.47%
▼ 0.10%▲ 0.08%▼ 0.06%
▲ 4.06%▲ 1.47%▲ 2.62%
▼ 1.10%▼ 0.86%▲ 0.88%
▲ 1.22%▼ 4.94%▼ 2.19%
▲ 3.17%▲ 1.37%▲ 0.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
HSAV
Horizons Cash Maximizer ETF
80.31%
▲ 4.81%
5
Buy
Oct 21, 2024
TIXT
TELUS International (CDA)
―
▼ 11.81%
2
Close
Sep 02, 2024
XLE
Energy Select Sector SPDR Fund
0.3%
▲ 40.86%
4
Buy
Aug 31, 2024
XLU
Utilities Select Sector SPDR Fund
1.21%
▲ 34.17%
3
Buy
Aug 31, 2024
BIGGQ
Big Lots
―
▼ 43.48%
2
Close
Aug 31, 2024
BCE
BCE
―
▼ 0.06%
2
Close
Aug 16, 2024
HPYT
Harvest Premium Yield Treasury ETF Trust Unit A
0.05%
▼ 3.82%
1
Open
Aug 16, 2024
TIXT
TELUS International (CDA)
―
▲ 7.36%
3
Close
Aug 02, 2024
BMRN
BioMarin Pharmaceutical
0.46%
▼ 33.23%
1
Open
Aug 02, 2024
BTE
Baytex Energy
0.74%
▲ 45.09%
1
Open
Aug 02, 2024
GDX
VanEck Gold Miners ETF
2.33%
▲ 165.30%
1
Open
Aug 02, 2024
BITQ
Bitwise Crypto Industry Innovators ETF
0.16%
▲ 61.75%
1
Open
Aug 02, 2024
OKLO
Oklo Inc
0.76%
▲ 223.53%
3
Open
Aug 01, 2024
XLC
Communication Services Select Sector SPDR Fund
0.09%
▲ 37.61%
4
Sell
Aug 01, 2024
XLY
Consumer Discretionary Select Sector SPDR Fund
0.18%
▲ 21.15%
3
Sell
Aug 01, 2024
XLV
Health Care Select Sector SPDR Fund
0.12%
▲ 2.57%
3
Sell
Aug 01, 2024
XLB
Materials Select Sector SPDR Fund
0.08%
▲ 15.78%
3
Sell
Aug 01, 2024
XLK
Technology Select Sector SPDR Fund
0.22%
▲ 25.20%
3
Sell
Aug 01, 2024
XLP
Consumer Staples Select Sector SPDR Fund
0.07%
▲ 9.80%
3
Sell
Aug 01, 2024
XLI
Industrial Select Sector SPDR Fund
0.13%
▲ 36.40%
3
Sell
Aug 01, 2024