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New Portfolio - New Portfolio

Steve Schack

New Portfolio
Individual Investor
Ranked #53,140 out of 807,765 TipRanks' Investors
Success Rate
68%
215 out of 315
profitable transactions
Average Return
31.44%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.58%
6-Month Return▲ 8.79%
12-Month Return▲ 13.14%
YTD Return▲ 8.10%
Total Return▲ 87.77%

Best Trade

Opened at
Closed at-
Gain▲ 758.99%

Bio

Dividend Growth

Performance

12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 5.65%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.87%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.76%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.71%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.47%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 3.75%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.99%
Jun 2025
▲ 12.56%
▲ 0.93%
▲ 0.94%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 5.65%
▲ 6.03%▲ 2.69%▲ 3.87%
▼ 12.86%▼ 1.27%▲ 1.76%
▼ 1.80%▼ 5.57%▼ 3.71%
▲ 1.84%▼ 0.87%▼ 2.47%
▲ 12.20%▲ 6.28%▲ 3.75%
▲ 6.24%▲ 5.14%▲ 3.99%
▲ 12.56%▲ 0.93%▲ 0.94%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
GE Aerospace
0%
▼ 7.72%
4
Open
Apr 07, 2025
Broadcom
6.09%
▲ 737.32%
3
Sell
Feb 11, 2025
Chipotle
1.24%
▲ 80.79%
4
Sell
Feb 11, 2025
Tractor Supply
1.26%
▲ 34.02%
3
Sell
Feb 11, 2025
Kroger Company
▲ 47.71%
2
Close
Feb 11, 2025
Ford Motor
▼ 10.08%
3
Close
Feb 01, 2025
PayPal Holdings
0.53%
▼ 43.07%
4
Open
Jan 27, 2025
Comcast
▼ 13.46%
4
Close
Jan 20, 2025
Crown Castle
▼ 10.13%
5
Close
Jan 20, 2025
American Tower
▲ 9.24%
2
Close
Oct 14, 2024
Abbott Laboratories
▼ 1.12%
5
Close
Jun 29, 2024
Skyworks Solutions
▼ 8.82%
4
Close
Jun 28, 2024
Norfolk Southern
▼ 0.50%
2
Close
Jun 28, 2024
Conagra Brands
▲ 3.37%
3
Close
Jun 28, 2024
BCE
▼ 11.82%
2
Close
Jun 28, 2024
Target
0.77%
▼ 32.81%
3
Open
Apr 29, 2024
Intel
0.35%
▼ 23.78%
5
Open
Mar 07, 2024
Gaming and Leisure
0.71%
▲ 15.89%
3
Open
Jan 19, 2024
AstraZeneca
0.53%
▲ 4.54%
4
Buy
Jan 19, 2024
Wendy's
▲ 2.79%
3
Close
Jan 13, 2024