tiprankstipranks
Trending News
More News >

First Steps - New Portfolio

Stefan D

First Steps
Individual Investor
Ranked #71,452 out of 796,960 TipRanks' Investors
Success Rate
57%
68 out of 120
profitable transactions
Average Return
29.73%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.97%
6-Month Return▲ 0.26%
12-Month Return▲ 12.59%
YTD Return▲ 6.80%
Total Return▲ 150.15%

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

25.97%0-25.97%
▲ 2.92%
▲ 2.10%
▲ 6.69%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 4.52%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 4.03%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 9.77%
Dec 2024
▲ 6.04%
▲ 2.69%
▲ 3.12%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 7.81%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.91%
Mar 2025
▲ 1.97%
▼ 2.27%
▼ 2.06%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 6.69%
▲ 10.00%▼ 0.89%▼ 4.52%
▲ 25.97%▲ 5.96%▲ 4.03%
▲ 5.39%▼ 2.41%▼ 9.77%
▲ 6.04%▲ 2.69%▲ 3.12%
▼ 12.86%▼ 1.27%▲ 7.81%
▼ 1.80%▼ 5.57%▼ 1.91%
▲ 1.97%▼ 2.27%▼ 2.06%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alibaba
5.23%
▲ 20.05%
1
Open
Apr 08, 2025
Shell
4.28%
▲ 8.87%
1
Open
Apr 08, 2025
Philip Morris
0%
▲ 65.29%
3
Sell
Apr 04, 2025
UnitedHealth
0%
▼ 10.23%
2
Sell
Apr 04, 2025
Bank of America
3.9%
▼ 6.83%
1
Open
Mar 20, 2025
Hasbro
16.54%
▼ 9.50%
14
Buy
Mar 17, 2025
Pfizer
6.24%
▼ 11.63%
4
Buy
Mar 17, 2025
Cisco Systems
0%
▲ 62.10%
2
Sell
Mar 04, 2025
TRONOX
0%
▼ 59.21%
2
Sell
Mar 04, 2025
PepsiCo
5.93%
▼ 9.14%
2
Buy
Feb 14, 2025
Realty Income
5.64%
▲ 8.74%
3
Buy
Jan 10, 2025
Intel
3.3%
▼ 0.03%
4
Buy
Jan 10, 2025
PDD Holdings
3.4%
▲ 5.48%
2
Buy
Jan 10, 2025
Cameco
▼ 1.98%
3
Close
Dec 18, 2024
Lockheed Martin
5.12%
▼ 2.63%
1
Open
Dec 18, 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
▲ 290.20%
4
Close
Nov 13, 2024
JPMorgan Chase
▲ 171.45%
4
Close
Nov 13, 2024