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New Portfolio - New Portfolio

steve.chv@gmail.com

New Portfolio
Individual Investor
Ranked #9,967 out of 813,941 TipRanks' Investors
Success Rate
70%
196 out of 281
profitable transactions
Average Return
103.66%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.36%
6-Month Return▲ 7.98%
12-Month Return▲ 18.86%
YTD Return▲ 15.71%
Total Return▲ 230.08%

Best Trade

Opened at
Closed at-
Gain▲ 3435.55%

Bio

Buy businesses you want to own for years.

Performance

27.89%0-27.89%
▲ 6.03%
▲ 2.69%
▲ 5.21%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.84%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.91%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.98%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 8.60%
May 2025
▲ 6.24%
▲ 5.14%
▲ 6.40%
Jun 2025
▲ 27.89%
▲ 2.30%
▲ 3.25%
Jul 2025
▲ 5.48%
▲ 1.80%
▲ 2.88%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 5.21%
▼ 12.86%▼ 1.27%▼ 1.84%
▼ 1.80%▼ 5.57%▼ 5.91%
▲ 1.84%▼ 0.87%▼ 2.98%
▲ 12.20%▲ 6.28%▲ 8.60%
▲ 6.24%▲ 5.14%▲ 6.40%
▲ 27.89%▲ 2.30%▲ 3.25%
▲ 5.48%▲ 1.80%▲ 2.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
V2X
0%
▲ 91.48%
3
Sell
Aug 13, 2025
Genmab
0%
▼ 45.24%
2
Sell
Jul 08, 2025
Tesla
▲ 92.88%
6
Close
Jul 08, 2025
Rubrik, Inc. Class A
0%
▼ 7.98%
1
Open
Jun 09, 2025
Nebius Group
0%
▲ 101.39%
1
Open
Jun 02, 2025
Vanguard Dividend Appreciation ETF
0.24%
▲ 14.57%
4
Buy
May 21, 2025
Bion Environmental Technologies
0%
▼ 88.64%
2
Sell
May 06, 2025
Vertiv Holdings
0.46%
▲ 56.11%
1
Open
Apr 25, 2025
Deutsche Telekom
0.41%
▲ 116.60%
5
Sell
Apr 03, 2025
Patria Investments
0%
▲ 6.77%
6
Sell
Feb 12, 2025
ROBO Global Robotics & Automation Index ETF
0.43%
▲ 11.20%
2
Buy
Dec 17, 2024
Corning
0.07%
▲ 270.46%
2
Sell
Dec 16, 2024
Astera Labs, Inc.
0.21%
▲ 95.87%
1
Open
Nov 19, 2024
Intelligent Livermore ETF
0.32%
▲ 6.36%
2
Buy
Oct 11, 2024
Topgolf Callaway Brands
▼ 37.26%
5
Close
Sep 05, 2024
Fanuc
▼ 31.80%
6
Close
Aug 30, 2024
Aurora Innovation
0.14%
▲ 77.78%
2
Buy
Aug 07, 2024
Cerevel Therapeutics Holdings
▲ 76.80%
3
Close
Jul 31, 2024
Financial Select Sector SPDR Fund
▲ 47.92%
3
Close
Mar 01, 2024
Coherent Corp
▲ 3.91%
4
Close
Feb 29, 2024