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First Steps - New Portfolio

Stefan D

First Steps
Individual Investor
Ranked #42,940 out of 820,151 TipRanks' Investors
Success Rate
72%
98 out of 137
profitable transactions
Average Return
38.97%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.99%
6-Month Return▲ 23.41%
12-Month Return▲ 23.21%
YTD Return▲ 37.25%
Total Return▲ 221.48%

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

27.92%0-27.92%
▼ 12.86%
▼ 1.27%
▲ 7.81%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.92%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 1.27%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 4.34%
May 2025
▲ 6.24%
▲ 5.14%
▲ 6.31%
Jun 2025
▲ 27.92%
▲ 2.30%
▲ 1.10%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 11.21%
Aug 2025
▲ 5.67%
▲ 2.30%
▲ 2.22%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▲ 7.81%
▼ 1.80%▼ 5.57%▼ 1.92%
▲ 1.84%▼ 0.87%▼ 1.27%
▲ 12.20%▲ 6.28%▲ 4.34%
▲ 6.24%▲ 5.14%▲ 6.31%
▲ 27.92%▲ 2.30%▲ 1.10%
▲ 4.87%▲ 2.05%▲ 11.21%
▲ 5.67%▲ 2.30%▲ 2.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AT&T
6.49%
▲ 83.66%
8
Sell
Sep 09, 2025
Sunrun
▼ 40.50%
3
Close
Sep 09, 2025
Unity Software
▲ 51.78%
13
Close
Sep 09, 2025
UnitedHealth
2.83%
▼ 23.14%
4
Open
Sep 09, 2025
TMC the metals company Inc.
▼ 20.73%
3
Close
Sep 09, 2025
Verizon
2.84%
▼ 0.50%
1
Open
Sep 09, 2025
LyondellBasell
2.01%
▼ 9.95%
1
Open
Sep 09, 2025
B2Gold
4.77%
▲ 55.71%
6
Sell
Aug 22, 2025
Prologis
2.78%
▲ 1.73%
1
Open
Aug 22, 2025
FirstEnergy
1.09%
▲ 0.66%
1
Open
Aug 13, 2025
Novo Nordisk
3.67%
▲ 10.97%
1
Open
Aug 13, 2025
Torm
1.41%
▲ 15.07%
1
Open
Aug 13, 2025
Cisco Systems
▲ 104.74%
3
Close
Aug 09, 2025
Philip Morris
▲ 66.77%
4
Close
Aug 09, 2025
TRONOX
▼ 76.59%
3
Close
Aug 09, 2025
PDD Holdings
▲ 15.46%
4
Close
Aug 09, 2025
Alibaba
▲ 21.39%
3
Close
Aug 09, 2025
Bristol-Myers Squibb
1.07%
▼ 5.49%
1
Open
Aug 09, 2025
Federal Realty
1.62%
▲ 8.35%
1
Open
Aug 09, 2025
Portland GE
1.05%
▲ 2.42%
1
Open
Aug 09, 2025