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First Steps - New Portfolio

Stefan D

First Steps
Individual Investor
Ranked #43,030 out of 806,426 TipRanks' Investors
Success Rate
69%
85 out of 124
profitable transactions
Average Return
35.76%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.50%
6-Month Return▲ 20.37%
12-Month Return▲ 29.43%
YTD Return▲ 22.16%
Total Return▲ 186.13%

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

12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 9.77%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.12%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 7.81%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.91%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 1.28%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 4.34%
May 2025
▲ 6.24%
▲ 5.14%
▲ 6.31%
Jun 2025
▼ 0.01%
▲ 0.42%
▲ 2.30%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 9.77%
▲ 6.03%▲ 2.69%▲ 3.12%
▼ 12.86%▼ 1.27%▲ 7.81%
▼ 1.80%▼ 5.57%▼ 1.91%
▲ 1.83%▼ 0.87%▼ 1.28%
▲ 12.20%▲ 6.28%▲ 4.34%
▲ 6.24%▲ 5.14%▲ 6.31%
▼ 0.01%▲ 0.42%▲ 2.30%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Gerdau SA
2.74%
▼ 12.00%
7
Sell
Jun 24, 2025
PDD Holdings
0%
▲ 6.20%
3
Sell
Jun 24, 2025
Rio Tinto
5.87%
▼ 3.26%
4
Buy
Jun 11, 2025
PepsiCo
7.99%
▼ 1.06%
4
Buy
Jun 11, 2025
Intel
5.12%
▲ 3.59%
5
Buy
Jun 02, 2025
Alibaba
4.32%
▲ 13.28%
1
Open
Apr 08, 2025
Shell
4.23%
▲ 22.27%
1
Open
Apr 08, 2025
Philip Morris
0%
▲ 72.25%
3
Sell
Apr 04, 2025
UnitedHealth
0%
▼ 34.46%
2
Sell
Apr 04, 2025
Bank of America
4.28%
▲ 15.34%
1
Open
Mar 20, 2025
Hasbro
19.07%
▲ 18.48%
14
Buy
Mar 17, 2025
Pfizer
6.17%
▲ 0.10%
4
Buy
Mar 17, 2025
Cisco Systems
0%
▲ 97.52%
2
Sell
Mar 04, 2025
TRONOX
0%
▼ 59.56%
2
Sell
Mar 04, 2025
Realty Income
5.07%
▲ 11.44%
3
Buy
Jan 10, 2025
Cameco
▼ 1.98%
3
Close
Dec 18, 2024
Lockheed Martin
4.51%
▼ 2.85%
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