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New Portfolio - New Portfolio

steve.chv@gmail.com

New Portfolio
Individual Investor
Ranked #7,807 out of 817,541 TipRanks' Investors
Success Rate
73%
206 out of 283
profitable transactions
Average Return
107.91%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.05%
6-Month Return▲ 21.81%
12-Month Return▲ 26.01%
YTD Return▲ 19.48%
Total Return▲ 240.85%

Best Trade

Opened at
Closed at-
Gain▲ 3217.02%

Bio

Buy businesses you want to own for years.

Performance

27.87%0-27.87%
▼ 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
▲ 27.87%
▲ 2.30%
▲ 3.25%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 4.70%
Aug 2025
▲ 3.94%
▲ 0.82%
▲ 1.47%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 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%
▲ 27.87%▲ 2.30%▲ 3.25%
▲ 4.87%▲ 2.05%▲ 4.70%
▲ 3.94%▲ 0.82%▲ 1.47%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SiTime Corporation
0.27%
▲ 6.73%
2
Sell
Aug 26, 2025
Dow Inc
▼ 34.69%
4
Close
Aug 19, 2025
Symbotic
0.05%
▲ 3.59%
1
Open
Aug 19, 2025
V2X
0%
▲ 69.30%
3
Sell
Aug 13, 2025
Genmab
0%
▼ 34.93%
2
Sell
Jul 08, 2025
Tesla
▲ 92.88%
6
Close
Jul 08, 2025
Rubrik, Inc. Class A
0%
▲ 5.74%
1
Open
Jun 09, 2025
Nebius Group
0%
▲ 165.74%
1
Open
Jun 02, 2025
Vanguard Dividend Appreciation ETF
0.24%
▲ 15.63%
4
Buy
May 21, 2025
Bion Environmental Technologies
0%
▼ 85.04%
2
Sell
May 06, 2025
Vertiv Holdings
0.42%
▲ 44.48%
1
Open
Apr 25, 2025
Deutsche Telekom
0.4%
▲ 114.91%
5
Sell
Apr 03, 2025
Patria Investments
0%
▲ 10.47%
6
Sell
Feb 12, 2025
ROBO Global Robotics & Automation Index ETF
0.43%
▲ 12.00%
2
Buy
Dec 17, 2024
Corning
0.08%
▲ 310.96%
2
Sell
Dec 16, 2024
Astera Labs, Inc.
0.24%
▲ 125.35%
1
Open
Nov 19, 2024
Intelligent Livermore ETF
0.31%
▲ 6.65%
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%
▲ 57.35%
2
Buy
Aug 07, 2024