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New Portfolio - New Portfolio

Steven F

New Portfolio
Individual Investor
Ranked #116,768 out of 815,638 TipRanks' Investors
Success Rate
59%
62 out of 105
profitable transactions
Average Return
32.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.67%
6-Month Return▲ 18.01%
12-Month Return▲ 19.61%
YTD Return▲ 13.45%
Total Return▲ 54.17%

Best Trade

Opened at
Closed at-
Gain▲ 700.59%

Bio

Variety of stocks across multiple sectors.

Performance

27.88%0-27.88%
▲ 6.03%
▲ 2.69%
▲ 6.04%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 9.34%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 9.05%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 3.65%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 12.02%
May 2025
▲ 6.24%
▲ 5.14%
▲ 12.24%
Jun 2025
▲ 27.88%
▲ 2.30%
▲ 2.22%
Jul 2025
▲ 6.52%
▲ 2.30%
▲ 4.77%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 6.04%
▼ 12.86%▼ 1.27%▼ 9.34%
▼ 1.80%▼ 5.57%▼ 9.05%
▲ 1.84%▼ 0.87%▼ 3.65%
▲ 12.20%▲ 6.28%▲ 12.02%
▲ 6.24%▲ 5.14%▲ 12.24%
▲ 27.88%▲ 2.30%▲ 2.22%
▲ 6.52%▲ 2.30%▲ 4.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Whitecap Resources
1.98%
▲ 32.28%
2
Buy
May 09, 2025
Veren
▲ 5.81%
2
Close
May 09, 2025
HashiCorp
▼ 48.97%
2
Close
Feb 26, 2025
Catalent
▼ 35.86%
2
Close
Dec 17, 2024
Enerplus
▲ 77.10%
2
Close
Jun 03, 2024
Chord Energy
0.81%
▼ 34.45%
1
Open
Jun 03, 2024
Daseke
▼ 26.18%
2
Close
Apr 01, 2024
SomaLogic
▼ 77.99%
2
Close
Jan 05, 2024
Standard BioTools
0.01%
▼ 31.55%
1
Open
Jan 05, 2024
Qualtrics International
▼ 39.19%
2
Close
Jun 27, 2023
Rockley Photonics Holdings
▼ 99.72%
2
Close
Mar 15, 2023
KnowBe4
▲ 28.83%
2
Close
Jan 31, 2023
USA Truck
▲ 24.94%
2
Close
Sep 15, 2022
Credo Technology Group Holding Ltd
2.13%
▲ 700.59%
1
Open
Feb 25, 2022
Euroseas
0.35%
▲ 249.80%
1
Open
Feb 25, 2022
Ultra Clean Holdings
0.1%
▼ 49.66%
1
Open
Feb 25, 2022
Lumentum Holdings
0.11%
▲ 24.43%
1
Open
Feb 17, 2022
Trisura Group Ltd
0.71%
▼ 3.07%
1
Open
Feb 15, 2022
Hancock Whitney
0.71%
▲ 24.39%
1
Open
Feb 15, 2022
Trilogy Metals
0.95%
▲ 9.87%
1
Open
Feb 15, 2022