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Steve David Investments - New Portfolio

Steve David

Steve David Investments
Individual Investor
Ranked #119,140 out of 809,057 TipRanks' Investors
Success Rate
70%
40 out of 57
profitable transactions
Average Return
22.28%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.69%
6-Month Return▲ 10.25%
12-Month Return▲ 19.49%
YTD Return▲ 13.43%
Total Return▲ 21.57%

Best Trade

Opened at
Closed at-
Gain▲ 723.15%

Bio

Active Algorithmic Trader and iETF/Stocks Investor.

Performance

16.05%0-16.05%
▲ 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
▲ 1.84%
▼ 0.87%
▲ 0.08%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 5.56%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.97%
Jun 2025
▲ 16.05%
▲ 1.57%
▲ 4.32%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 3.35%
▲ 6.03%▲ 2.69%▲ 3.48%
▼ 12.86%▼ 1.27%▼ 1.98%
▼ 1.80%▼ 5.57%▼ 1.46%
▲ 1.84%▼ 0.87%▲ 0.08%
▲ 12.20%▲ 6.28%▲ 5.56%
▲ 6.24%▲ 5.14%▲ 2.97%
▲ 16.05%▲ 1.57%▲ 4.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Horizons Cash Maximizer ETF
79.77%
▲ 2.46%
5
Buy
Oct 21, 2024
TELUS International (CDA)
▼ 11.81%
2
Close
Sep 02, 2024
Energy Select Sector SPDR Fund
0.21%
▼ 1.71%
4
Buy
Aug 31, 2024
Utilities Select Sector SPDR Fund
1.1%
▲ 18.88%
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%
▼ 8.08%
1
Open
Aug 16, 2024
TELUS International (CDA)
▲ 2.41%
3
Close
Aug 02, 2024
BioMarin Pharmaceutical
0.47%
▼ 31.96%
1
Open
Aug 02, 2024
Baytex Energy
0.32%
▼ 38.27%
1
Open
Aug 02, 2024
VanEck Gold Miners ETF
1.26%
▲ 41.80%
1
Open
Aug 02, 2024
Bitwise Crypto Industry Innovators ETF
0.18%
▲ 81.20%
1
Open
Aug 02, 2024
Oklo Inc
1.13%
▲ 357.13%
3
Open
Aug 01, 2024
Communication Services Select Sector SPDR Fund
0.09%
▲ 29.39%
4
Sell
Aug 01, 2024
Consumer Discretionary Select Sector SPDR Fund
0.18%
▲ 24.16%
3
Sell
Aug 01, 2024
Health Care Select Sector SPDR Fund
0.11%
▼ 8.92%
3
Sell
Aug 01, 2024
Materials Select Sector SPDR Fund
0.07%
▲ 2.81%
3
Sell
Aug 01, 2024
Technology Select Sector SPDR Fund
0.21%
▲ 18.35%
3
Sell
Aug 01, 2024
Consumer Staples Select Sector SPDR Fund
0.07%
▲ 7.09%
3
Sell
Aug 01, 2024
Industrial Select Sector SPDR Fund
0.12%
▲ 24.47%
3
Sell
Aug 01, 2024