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New Portfolio - New Portfolio
steve.chv@gmail.com
New PortfolioIndividual Investor
Ranked #16,157 out of 796,312 TipRanks' Investors
Success Rate
167 out of 277
profitable transactions
profitable transactions
Average Return
64.45%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 11.68%
6-Month Return▼ 14.68%
12-Month Return▲ 0.17%
YTD Return▼ 11.47%
Total Return▲ 153.11%
Best Trade
Bio
Buy businesses you want to own for years.
Performance
25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 2.33%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.58%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 4.36%
Nov 2024
▲ 5.36%
▼ 2.41%
▼ 4.98%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 5.21%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.82%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.05%
Mar 2025
▼ 9.01%
▼ 5.90%
▼ 8.77%
Apr 2025
▲ 2.92%▲ 2.10%▲ 2.33%
▲ 10.00%▼ 0.89%▼ 0.58%
▲ 25.98%▲ 5.96%▲ 4.36%
▲ 5.36%▼ 2.41%▼ 4.98%
▲ 6.01%▲ 2.69%▲ 5.21%
▼ 12.86%▼ 1.27%▼ 1.82%
▼ 1.80%▼ 5.57%▼ 6.05%
▼ 9.01%▼ 5.90%▼ 8.77%
Recent Activity
Deutsche Telekom
0.5%
▲ 115.98%
5
Sell
Apr 03, 2025
Vanguard Dividend Appreciation ETF
0%
▲ 11.39%
3
Open
Mar 05, 2025
Patria Investments
0%
▼ 23.32%
6
Sell
Feb 12, 2025
ROBO Global Robotics & Automation Index ETF
0.4%
▼ 17.11%
2
Buy
Dec 17, 2024
Corning
0.06%
▲ 133.44%
2
Sell
Dec 16, 2024
Astera Labs, Inc.
0.08%
▼ 38.05%
1
Open
Nov 19, 2024
Intelligent Livermore ETF
0.31%
▼ 15.13%
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
0.17%
▲ 68.67%
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%
▲ 416.76%
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%
▲ 6.29%
12
Open
Jan 20, 2024
Zscaler
0.42%
▼ 16.51%
1
Open
Jan 20, 2024
DuPont de Nemours
0.2%
▼ 21.14%
11
Sell
Jan 18, 2024
Seagen
―
▲ 46.55%
2
Close
Dec 12, 2023