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New Portfolio - New Portfolio
steve.chv@gmail.com
New PortfolioIndividual Investor
Ranked #9,691 out of 766,001 TipRanks' Investors
Success Rate
187 out of 273
profitable transactions
profitable transactions
Average Return
93.65%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.71%
6-Month Return▲ 11.75%
12-Month Return▲ 39.55%
YTD Return▲ 22.33%
Total Return▲ 199.31%
Best Trade
Bio
Buy businesses you want to own for years.
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.64%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.34%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.70%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.12%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.04%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.35%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 0.57%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 3.76%
Nov 2024
▼ 12.40%▼ 4.03%▼ 4.64%
▲ 11.46%▲ 5.06%▲ 5.34%
▼ 2.25%▲ 3.53%▲ 0.70%
▲ 25.72%▲ 1.21%▲ 3.12%
▼ 4.22%▲ 2.34%▲ 1.04%
▲ 7.82%▲ 2.10%▲ 2.35%
▲ 6.02%▼ 0.89%▼ 0.57%
▲ 5.59%▲ 5.20%▲ 3.76%
Recent Activity
Intelligent Livermore ETF
0.31%
▼ 2.12%
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
0.13%
▲ 54.87%
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%
▲ 1,186.56%
7
Sell
Feb 29, 2024
3M
―
▼ 33.56%
3
Close
Feb 14, 2024
Li-Cycle Holdings
―
▼ 95.78%
3
Close
Feb 09, 2024
Vanguard Dividend Appreciation ETF
―
▲ 30.38%
2
Close
Jan 31, 2024
Meta Platforms
0%
▲ 9.56%
12
Open
Jan 20, 2024
Zscaler
0.35%
▼ 18.73%
1
Open
Jan 20, 2024
DuPont de Nemours
0.24%
▲ 9.32%
11
Sell
Jan 18, 2024
Seagen
―
▲ 46.55%
2
Close
Dec 12, 2023
Etsy
―
▼ 67.09%
3
Close
Sep 13, 2023
J.P. Morgan Nasdaq Equity Premium Income ETF
0.61%
▲ 37.00%
2
Buy
Jul 13, 2023
Cogent Biosciences
0.12%
▼ 18.60%
2
Buy
Jul 12, 2023
Medical Properties
―
▼ 47.60%
4
Close
Jun 07, 2023
AT&T
―
▼ 23.18%
5
Close
May 23, 2023