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New Portfolio - New Portfolio

PerformancePortfolio Details

steve

New Portfolio
Individual Investor
Ranked #113,842 out of 858,746 TipRanks' Investors
Success Rate
81%
13 out of 16
profitable transactions
Average Return
81.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.56%
6-Month Return▼ 8.28%
12-Month Return▲ 35.65%
YTD Return▼ 12.40%
Total Return▲ 85.78%

Best Trade

AssetPalantir Te... (PLTR)
Opened at
Closed at-
Gain▲ 501.28%

Bio

Long term holdings

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 6.83%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 8.26%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 3.10%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.55%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 2.90%
Jan 2026
▼ 1.10%
▼ 0.86%
▼ 6.77%
Feb 2026
▲ 1.22%
▼ 4.94%
▼ 6.10%
Mar 2026
▲ 5.30%
▲ 3.95%
▲ 3.05%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 6.83%
▲ 10.96%▲ 2.38%▲ 8.26%
▼ 3.68%▲ 0.19%▼ 3.10%
▼ 0.10%▲ 0.08%▲ 1.55%
▲ 4.06%▲ 1.47%▼ 2.90%
▼ 1.10%▼ 0.86%▼ 6.77%
▲ 1.22%▼ 4.94%▼ 6.10%
▲ 5.30%▲ 3.95%▲ 3.05%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
GOOG
Alphabet Class C
6.25%
▲ 103.23%
1
Open
Apr 08, 2024
TEAM
Atlassian
6.25%
▼ 67.96%
1
Open
Apr 08, 2024
COIN
Coinbase Global
6.25%
▼ 31.87%
1
Open
Apr 08, 2024
AMD
Advanced Micro Devices
6.25%
▲ 36.45%
1
Open
Apr 08, 2024
QCOM
Qualcomm
6.25%
▲ 5.03%
1
Open
Apr 23, 2021
ABBV
AbbVie
6.25%
▲ 127.27%
1
Open
Apr 23, 2021
GM
General Motors
6.25%
▲ 38.58%
1
Open
Apr 23, 2021
AAPL
Apple
6.25%
▲ 97.89%
1
Open
Apr 23, 2021
AMZN
Amazon
6.25%
▲ 32.45%
1
Open
Apr 23, 2021
TPR
Tapestry
6.25%
▲ 268.69%
1
Open
Apr 23, 2021
C
Citigroup
6.25%
▲ 106.15%
1
Open
Apr 23, 2021
BABA
Alibaba
6.25%
▼ 43.18%
1
Open
Apr 23, 2021
BAC
Bank of America
6.25%
▲ 49.51%
1
Open
Apr 23, 2021
MSFT
Microsoft
6.25%
▲ 49.04%
1
Open
Apr 23, 2021
F
Ford Motor
6.25%
▲ 32.80%
1
Open
Apr 23, 2021
PLTR
Palantir Technologies
6.25%
▲ 501.28%
1
Open
Apr 23, 2021