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First Steps - New Portfolio

Stefan D

First Steps
Individual Investor
Ranked #22,171 out of 831,094 TipRanks' Investors
Success Rate
80%
115 out of 144
profitable transactions
Average Return
41.15%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.90%
6-Month Return▲ 29.59%
12-Month Return▲ 32.64%
YTD Return▲ 47.27%
Total Return▲ 244.81%

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

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 4.34%
May 2025
▲ 9.25%
▲ 5.14%
▲ 6.31%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.10%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 11.21%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.44%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.44%
Oct 2025
▼ 3.44%
▲ 0.19%
▲ 4.22%
Nov 2025
▲ 0.26%
▲ 0.07%
▲ 0.29%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 4.34%
▲ 9.25%▲ 5.14%▲ 6.31%
▲ 7.60%▲ 2.30%▲ 1.10%
▲ 2.76%▲ 2.05%▲ 11.21%
▲ 12.88%▲ 3.56%▲ 3.44%
▲ 10.96%▲ 2.38%▲ 1.44%
▼ 3.44%▲ 0.19%▲ 4.22%
▲ 0.26%▲ 0.07%▲ 0.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pfizer
6.33%
▲ 3.48%
5
Buy
Nov 12, 2025
Cameco
6.32%
▼ 2.49%
4
Open
Nov 12, 2025
Gilead Sciences
2.65%
▲ 1.30%
1
Open
Nov 12, 2025
B2Gold
0%
▲ 45.09%
8
Sell
Oct 29, 2025
Verizon
5.75%
▲ 0.43%
2
Buy
Oct 23, 2025
Intel
0%
▲ 107.19%
7
Sell
Oct 16, 2025
Alibaba
0%
▲ 4.33%
5
Sell
Oct 16, 2025
Bristol-Myers Squibb
3.6%
▲ 13.45%
2
Buy
Oct 08, 2025
Alphabet Class A
4.52%
▲ 30.66%
1
Open
Oct 08, 2025
AT&T
5.01%
▲ 66.08%
8
Sell
Sep 09, 2025
Sunrun
▼ 40.50%
3
Close
Sep 09, 2025
Unity Software
▲ 51.78%
13
Close
Sep 09, 2025
UnitedHealth
2.4%
▼ 23.98%
4
Open
Sep 09, 2025
TMC the metals company Inc.
▼ 20.73%
3
Close
Sep 09, 2025
LyondellBasell
1.63%
▼ 12.93%
1
Open
Sep 09, 2025
Prologis
2.74%
▲ 16.09%
1
Open
Aug 22, 2025
FirstEnergy
0.96%
▲ 3.92%
1
Open
Aug 13, 2025
Novo Nordisk
2.69%
▼ 5.80%
1
Open
Aug 13, 2025
Torm
1.21%
▲ 17.18%
1
Open
Aug 13, 2025
Cisco Systems
▲ 104.74%
3
Close
Aug 09, 2025