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New Portfolio - New Portfolio
steve.chv@gmail.com
New PortfolioIndividual Investor
Ranked #13,941 out of 798,773 TipRanks' Investors
Success Rate
174 out of 278
profitable transactions
profitable transactions
Average Return
78.89%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 12.41%
6-Month Return▼ 6.30%
12-Month Return▲ 4.68%
YTD Return▼ 1.93%
Total Return▲ 180.36%
Best Trade
Bio
Buy businesses you want to own for years.
Performance
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 0.58%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 4.36%
Nov 2024
▲ 5.40%
▼ 2.41%
▼ 5.00%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 5.22%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.83%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.05%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 3.03%
Apr 2025
▼ 0.59%
▲ 1.90%
▲ 4.20%
May 2025
▲ 9.99%▼ 0.89%▼ 0.58%
▲ 25.97%▲ 5.96%▲ 4.36%
▲ 5.40%▼ 2.41%▼ 5.00%
▲ 6.01%▲ 2.69%▲ 5.22%
▼ 12.86%▼ 1.27%▼ 1.83%
▼ 1.80%▼ 5.57%▼ 6.05%
▲ 1.74%▼ 0.87%▼ 3.03%
▼ 0.59%▲ 1.90%▲ 4.20%
Recent Activity
Bion Environmental Technologies
0%
▼ 91.20%
2
Sell
May 06, 2025
Vertiv Holdings
0.36%
▲ 8.18%
1
Open
Apr 25, 2025
Deutsche Telekom
0.46%
▲ 117.18%
5
Sell
Apr 03, 2025
Vanguard Dividend Appreciation ETF
0%
▲ 13.50%
3
Open
Mar 05, 2025
Patria Investments
0%
▼ 9.79%
6
Sell
Feb 12, 2025
ROBO Global Robotics & Automation Index ETF
0.41%
▼ 6.78%
2
Buy
Dec 17, 2024
Corning
0.06%
▲ 153.46%
2
Sell
Dec 16, 2024
Astera Labs, Inc.
0.09%
▼ 25.19%
1
Open
Nov 19, 2024
Intelligent Livermore ETF
0.31%
▼ 8.43%
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
0.19%
▲ 100.97%
2
Buy
Aug 07, 2024
Cerevel Therapeutics Holdings
―
▲ 76.80%
3
Close
Jul 31, 2024
Financial Select Sector SPDR Fund
―
▲ 47.93%
3
Close
Mar 01, 2024
Coherent Corp
―
▲ 3.91%
4
Close
Feb 29, 2024
Trade Desk
0%
▲ 630.42%
7
Sell
Feb 29, 2024
3M
―
▼ 33.56%
3
Close
Feb 14, 2024
Li-Cycle Holdings
―
▼ 95.78%
3
Close
Feb 09, 2024
Meta Platforms
0%
▲ 9.71%
12
Open
Jan 20, 2024
Zscaler
0.45%
▼ 3.23%
1
Open
Jan 20, 2024