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New Portfolio - New Portfolio

Steve Schack

New Portfolio
Individual Investor
Ranked #43,678 out of 803,756 TipRanks' Investors
Success Rate
69%
216 out of 315
profitable transactions
Average Return
29.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.10%
6-Month Return▲ 1.25%
12-Month Return▲ 12.58%
YTD Return▲ 4.44%
Total Return▲ 81.40%

Best Trade

Opened at
Closed at-
Gain▲ 676.77%

Bio

Dividend Growth

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 4.46%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 5.65%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.86%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.76%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.71%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 2.39%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 3.75%
May 2025
▲ 3.71%
▲ 1.29%
▲ 1.34%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 4.46%
▲ 5.10%▼ 2.41%▼ 5.65%
▲ 6.03%▲ 2.69%▲ 3.86%
▼ 12.86%▼ 1.27%▲ 1.76%
▼ 1.80%▼ 5.57%▼ 3.71%
▲ 1.83%▼ 0.87%▼ 2.39%
▲ 12.21%▲ 6.28%▲ 3.75%
▲ 3.71%▲ 1.29%▲ 1.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
GE Aerospace
0%
▼ 11.54%
4
Open
Apr 07, 2025
Broadcom
5.69%
▲ 657.17%
3
Sell
Feb 11, 2025
Chipotle
1.15%
▲ 62.20%
4
Sell
Feb 11, 2025
Tractor Supply
1.18%
▲ 21.63%
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
0.54%
▼ 43.27%
4
Open
Jan 27, 2025
Comcast
▼ 13.45%
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
0.73%
▼ 35.63%
3
Open
Apr 29, 2024
Intel
0.31%
▼ 26.19%
5
Open
Mar 07, 2024
Gaming and Leisure
0.7%
▲ 13.99%
3
Open
Jan 19, 2024
AstraZeneca
0.57%
▲ 7.88%
4
Buy
Jan 19, 2024
Wendy's
▲ 2.79%
3
Close
Jan 13, 2024