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New Portfolio - New Portfolio

steve.chv@gmail.com

New Portfolio
Individual Investor
Ranked #7,804 out of 833,364 TipRanks' Investors
Success Rate
72%
206 out of 285
profitable transactions
Average Return
125.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.57%
6-Month Return▲ 25.40%
12-Month Return▲ 32.84%
YTD Return▲ 34.94%
Total Return▲ 284.98%

Best Trade

Opened at
Closed at-
Gain▲ 3468.88%

Bio

Buy businesses you want to own for years.

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 8.60%
May 2025
▲ 9.25%
▲ 5.14%
▲ 6.40%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.25%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.69%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.75%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.95%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 3.97%
Nov 2025
▲ 0.76%
▲ 0.97%
▲ 2.22%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 8.60%
▲ 9.25%▲ 5.14%▲ 6.40%
▲ 7.60%▲ 2.30%▲ 3.25%
▲ 2.76%▲ 2.05%▲ 4.69%
▲ 12.88%▲ 3.56%▲ 4.75%
▲ 10.96%▲ 2.38%▲ 2.95%
▼ 3.57%▲ 0.19%▲ 3.97%
▲ 0.76%▲ 0.97%▲ 2.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
DigitalOcean Holdings
0%
▲ 4.52%
1
Open
Nov 06, 2025
Rubrik, Inc. Class A
0.08%
▼ 6.84%
2
Buy
Sep 24, 2025
Johnson & Johnson
▲ 87.67%
4
Close
Sep 19, 2025
SiTime Corporation
0.39%
▲ 62.54%
2
Sell
Aug 26, 2025
Dow Inc
▼ 34.69%
4
Close
Aug 19, 2025
Symbotic
0.06%
▲ 26.73%
1
Open
Aug 19, 2025
V2X
0%
▲ 72.00%
3
Sell
Aug 13, 2025
Genmab
0%
▼ 22.70%
2
Sell
Jul 08, 2025
Tesla
▲ 92.88%
6
Close
Jul 08, 2025
Nebius Group
0%
▲ 158.83%
1
Open
Jun 02, 2025
Vanguard Dividend Appreciation ETF
0.23%
▲ 19.06%
4
Buy
May 21, 2025
Bion Environmental Technologies
0%
▼ 88.80%
2
Sell
May 06, 2025
Vertiv Holdings
0.52%
▲ 91.39%
1
Open
Apr 25, 2025
Deutsche Telekom
0.34%
▲ 92.43%
5
Sell
Apr 03, 2025
Patria Investments
0%
▲ 24.54%
6
Sell
Feb 12, 2025
ROBO Global Robotics & Automation Index ETF
0.44%
▲ 21.81%
2
Buy
Dec 17, 2024
Corning
0.09%
▲ 403.56%
2
Sell
Dec 16, 2024
Astera Labs, Inc.
0.18%
▲ 81.36%
1
Open
Nov 19, 2024
Intelligent Alpha Atlas ETF
0.32%
▲ 14.91%
2
Buy
Oct 11, 2024
Topgolf Callaway Brands
▼ 37.26%
5
Close
Sep 05, 2024