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New Portfolio - New Portfolio
steve
New PortfolioIndividual Investor
Ranked #247,594 out of 757,311 TipRanks' Investors
Success Rate
10 out of 16
profitable transactions
profitable transactions
Average Return
13.27%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.61%
6-Month Return▲ 3.45%
12-Month Return▲ 35.68%
YTD Return▲ 19.38%
Total Return▲ 25.00%
Best Trade
Bio
Long term holdings
Performance
25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 10.42%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.45%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.93%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.34%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.11%
Jun 2024
▲ 25.76%
▲ 1.21%
▼ 1.24%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.10%
Aug 2024
▲ 2.65%
▼ 0.40%
▼ 0.32%
Sep 2024
▲ 14.08%▲ 5.22%▲ 10.42%
▲ 5.05%▲ 3.27%▲ 3.45%
▼ 12.40%▼ 4.03%▼ 5.93%
▲ 11.46%▲ 5.06%▲ 5.34%
▼ 2.25%▲ 3.53%▲ 4.11%
▲ 25.76%▲ 1.21%▼ 1.24%
▼ 4.21%▲ 2.34%▲ 1.10%
▲ 2.65%▼ 0.40%▼ 0.32%
Recent Activity
Alphabet Class C
6.25%
▲ 3.24%
1
Open
Apr 08, 2024
Atlassian
6.25%
▼ 19.50%
1
Open
Apr 08, 2024
Coinbase Global
6.25%
▼ 36.71%
1
Open
Apr 08, 2024
Advanced Micro Devices
6.25%
▼ 12.72%
1
Open
Apr 08, 2024
Qualcomm
6.25%
▲ 34.03%
1
Open
Apr 23, 2021
AbbVie
6.25%
▲ 97.06%
1
Open
Apr 23, 2021
General Motors
6.25%
▼ 13.43%
1
Open
Apr 23, 2021
Apple
6.25%
▲ 67.59%
1
Open
Apr 23, 2021
Amazon
6.25%
▲ 11.61%
1
Open
Apr 23, 2021
Tapestry
6.25%
▲ 3.08%
1
Open
Apr 23, 2021
Citigroup
6.25%
▼ 4.06%
1
Open
Apr 23, 2021
Alibaba
6.25%
▼ 62.35%
1
Open
Apr 23, 2021
Bank of America
6.25%
▲ 10.36%
1
Open
Apr 23, 2021
Microsoft
6.25%
▲ 69.93%
1
Open
Apr 23, 2021
Ford Motor
6.25%
▲ 8.78%
1
Open
Apr 23, 2021
Palantir Technologies
6.25%
▲ 55.40%
1
Open
Apr 23, 2021