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New Portfolio - New Portfolio

steve.chv@gmail.com

New Portfolio
Individual Investor
Ranked #10,800 out of 806,423 TipRanks' Investors
Success Rate
68%
192 out of 281
profitable transactions
Average Return
96.48%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.55%
6-Month Return▲ 9.27%
12-Month Return▲ 14.95%
YTD Return▲ 10.70%
Total Return▲ 215.79%

Best Trade

Opened at
Closed at-
Gain▲ 2954.58%

Bio

Buy businesses you want to own for years.

Performance

12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 5.06%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 5.21%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.84%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.91%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 3.05%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 8.60%
May 2025
▲ 6.24%
▲ 5.14%
▲ 6.40%
Jun 2025
▲ 0.39%
▲ 0.42%
▲ 1.70%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 5.06%
▲ 6.03%▲ 2.69%▲ 5.21%
▼ 12.86%▼ 1.27%▼ 1.84%
▼ 1.80%▼ 5.57%▼ 5.91%
▲ 1.83%▼ 0.87%▼ 3.05%
▲ 12.20%▲ 6.28%▲ 8.60%
▲ 6.24%▲ 5.14%▲ 6.40%
▲ 0.39%▲ 0.42%▲ 1.70%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Rubrik, Inc. Class A
0%
▼ 8.13%
1
Open
Jun 09, 2025
Nebius Group
0%
▲ 38.73%
1
Open
Jun 02, 2025
Vanguard Dividend Appreciation ETF
0.24%
▲ 13.53%
4
Buy
May 21, 2025
Bion Environmental Technologies
0%
▼ 86.24%
2
Sell
May 06, 2025
Vertiv Holdings
0.43%
▲ 43.04%
1
Open
Apr 25, 2025
Deutsche Telekom
0.42%
▲ 119.27%
5
Sell
Apr 03, 2025
Patria Investments
0%
▲ 11.21%
6
Sell
Feb 12, 2025
ROBO Global Robotics & Automation Index ETF
0.42%
▲ 5.02%
2
Buy
Dec 17, 2024
Corning
0.06%
▲ 198.09%
2
Sell
Dec 16, 2024
Astera Labs, Inc.
0.1%
▼ 6.94%
1
Open
Nov 19, 2024
Intelligent Livermore ETF
0.31%
▲ 1.11%
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
0.12%
▲ 42.72%
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
Trade Desk
0%
▲ 656.53%
7
Sell
Feb 29, 2024
3M
▼ 33.56%
3
Close
Feb 14, 2024
Li-Cycle Holdings
▼ 95.78%
3
Close
Feb 09, 2024