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First Steps - New Portfolio

Stefan D

First Steps
Individual Investor
Ranked #15,842 out of 851,975 TipRanks' Investors
Success Rate
84%
129 out of 153
profitable transactions
Average Return
45.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.02%
6-Month Return▲ 34.45%
12-Month Return▲ 57.39%
YTD Return▲ 11.07%
Total Return▲ 277.54%

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%
▲ 7.60%
▲ 2.30%
▲ 1.09%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 11.21%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.45%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.44%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 4.05%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.97%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 11.07%
Jan 2026
▲ 0.50%
Feb 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 7.60%▲ 2.30%▲ 1.09%
▲ 2.76%▲ 2.05%▲ 11.21%
▲ 12.88%▲ 3.56%▲ 3.45%
▲ 10.96%▲ 2.38%▲ 1.44%
▼ 3.58%▲ 0.19%▲ 4.05%
▼ 0.10%▲ 0.08%▼ 0.97%
▲ 4.06%▲ 1.47%▲ 11.07%
▲ 0.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Hasbro
0%
▲ 37.73%
16
Sell
Jan 21, 2026
Pfizer
11.62%
▲ 7.97%
6
Buy
Jan 21, 2026
Cameco
13.02%
▲ 10.88%
5
Buy
Jan 21, 2026
Novo Nordisk
0%
▲ 17.69%
2
Sell
Jan 21, 2026
Toronto Dominion Bank
0%
▲ 166.56%
2
Sell
Jan 19, 2026
LyondellBasell
0%
▼ 7.32%
2
Sell
Jan 19, 2026
Chevron
6.22%
▲ 24.69%
4
Buy
Jan 05, 2026
Devon Energy
3.3%
▲ 10.01%
1
Open
Jan 05, 2026
Palantir Technologies
3.44%
▼ 15.77%
1
Open
Jan 05, 2026
Teradyne
2.83%
▲ 9.82%
1
Open
Jan 05, 2026
UnitedHealth
0%
▼ 31.34%
5
Sell
Dec 10, 2025
Centrus Energy
1.63%
▲ 5.18%
1
Open
Dec 10, 2025
NuScale Power
0.82%
▼ 13.98%
1
Open
Dec 10, 2025
Symbotic
1.27%
▼ 9.76%
1
Open
Dec 10, 2025
Gilead Sciences
2.5%
▲ 15.79%
1
Open
Nov 12, 2025
B2Gold
0%
▲ 57.99%
8
Sell
Oct 29, 2025
Verizon
5.22%
▲ 11.85%
2
Buy
Oct 23, 2025
Intel
0%
▲ 120.02%
7
Sell
Oct 16, 2025
Alibaba
0%
▲ 7.50%
5
Sell
Oct 16, 2025
Bristol-Myers Squibb
3.23%
▲ 24.00%
2
Buy
Oct 08, 2025