tiprankstipranks

First Steps - New Portfolio

Stefan D

First Steps
Individual Investor
Ranked #111,667 out of 781,066 TipRanks' Investors
Success Rate
57%
64 out of 113
profitable transactions
Average Return
28.15%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.92%
6-Month Return▲ 3.09%
12-Month Return▲ 20.90%
YTD Return▲ 1.98%
Total Return▲ 139.08%

Best Trade

Opened at
Closed at
Gain▲ 412.47%

Bio

Looking to learn and grow my knowledge, preferable hand in hand with my investments

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 2.53%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 8.49%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.06%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 6.69%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 4.52%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.04%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 9.73%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 1.98%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 2.53%
▲ 8.13%▲ 1.21%▲ 8.49%
▼ 13.14%▲ 2.34%▲ 2.06%
▲ 2.93%▲ 2.10%▲ 6.69%
▲ 10.00%▼ 0.89%▼ 4.52%
▲ 26.04%▲ 5.96%▲ 4.04%
▲ 5.93%▼ 2.41%▼ 9.73%
▲ 11.17%▲ 1.96%▲ 1.98%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Realty Income
6.17%
▲ 2.46%
3
Buy
Jan 10, 2025
Intel
3.77%
▼ 0.03%
4
Buy
Jan 10, 2025
PDD Holdings
3.97%
▲ 7.83%
2
Buy
Jan 10, 2025
Cameco
▼ 1.98%
3
Close
Dec 18, 2024
Lockheed Martin
6.15%
▲ 1.53%
1
Open
Dec 18, 2024
PepsiCo
5.58%
▼ 6.05%
1
Open
Dec 06, 2024
Sony Group
▼ 8.59%
6
Close
Nov 13, 2024
Roblox
▲ 13.78%
5
Close
Nov 13, 2024
Canopy Growth
▼ 95.75%
4
Close
Nov 13, 2024
Spotify Technology SA
▲ 290.20%
4
Close
Nov 13, 2024
JPMorgan Chase & Co.
▲ 171.45%
4
Close
Nov 13, 2024
GE Aerospace
▲ 149.66%
9
Close
Nov 13, 2024
Warner Bros
▼ 44.46%
3
Close
Nov 13, 2024
GE Healthcare Technologies Inc
▲ 39.53%
3
Close
Nov 13, 2024
TPI Composites
▼ 84.76%
3
Close
Nov 13, 2024
Gerdau SA
3.66%
▼ 19.26%
6
Buy
Nov 13, 2024
TRONOX
1.13%
▼ 29.92%
1
Open
Oct 14, 2024
AGNC Investment
2.41%
▲ 10.79%
2
Buy
Sep 30, 2024
Trinity Capital
1.83%
▲ 11.51%
1
Open
Sep 30, 2024
Chevron
6.08%
▲ 13.64%
3
Buy
Sep 09, 2024