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First Steps - New Portfolio

Stefan D

First Steps
Individual Investor
Ranked #22,653 out of 848,151 TipRanks' Investors
Success Rate
82%
123 out of 151
profitable transactions
Average Return
41.91%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.36%
6-Month Return▲ 25.03%
12-Month Return▲ 53.45%
YTD Return▲ 5.72%
Total Return▲ 259.55%

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%
▲ 9.25%
▲ 5.14%
▲ 6.31%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.09%
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
▼ 3.58%
▲ 0.19%
▲ 4.21%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.06%
Dec 2025
▲ 1.08%
▲ 1.94%
▲ 5.72%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 6.31%
▲ 7.60%▲ 2.30%▲ 1.09%
▲ 2.76%▲ 2.05%▲ 11.21%
▲ 12.88%▲ 3.56%▲ 3.44%
▲ 10.96%▲ 2.38%▲ 1.44%
▼ 3.58%▲ 0.19%▲ 4.21%
▼ 0.10%▲ 0.08%▼ 1.06%
▲ 1.08%▲ 1.94%▲ 5.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Hasbro
6.63%
▲ 33.62%
15
Sell
Jan 05, 2026
Chevron
5.92%
▲ 14.43%
4
Buy
Jan 05, 2026
Devon Energy
3.13%
▼ 2.27%
1
Open
Jan 05, 2026
Palantir Technologies
4.38%
▲ 3.09%
1
Open
Jan 05, 2026
Teradyne
2.68%
▲ 2.21%
1
Open
Jan 05, 2026
UnitedHealth
0%
▼ 23.53%
5
Sell
Dec 10, 2025
Centrus Energy
1.77%
▲ 16.89%
1
Open
Dec 10, 2025
NuScale Power
0.97%
▼ 2.95%
1
Open
Dec 10, 2025
Symbotic
1.75%
▲ 21.54%
1
Open
Dec 10, 2025
Pfizer
5.48%
▲ 2.27%
5
Buy
Nov 12, 2025
Cameco
6.55%
▲ 8.52%
4
Open
Nov 12, 2025
Gilead Sciences
2.24%
▲ 0.01%
1
Open
Nov 12, 2025
B2Gold
0%
▲ 50.90%
8
Sell
Oct 29, 2025
Verizon
5.03%
▲ 0.09%
2
Buy
Oct 23, 2025
Intel
0%
▲ 108.61%
7
Sell
Oct 16, 2025
Alibaba
0%
▲ 6.61%
5
Sell
Oct 16, 2025
Bristol-Myers Squibb
3.46%
▲ 25.62%
2
Buy
Oct 08, 2025
Alphabet Class A
4.03%
▲ 35.75%
1
Open
Oct 08, 2025
AT&T
4.19%
▲ 57.54%
8
Sell
Sep 09, 2025
Sunrun
▼ 40.50%
3
Close
Sep 09, 2025