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First Steps - New Portfolio

Stefan D

First Steps
Individual Investor
Ranked #35,341 out of 823,864 TipRanks' Investors
Success Rate
74%
104 out of 140
profitable transactions
Average Return
39.74%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.24%
6-Month Return▲ 38.37%
12-Month Return▲ 27.86%
YTD Return▲ 40.59%
Total Return▲ 229.28%

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%
▼ 6.38%
▼ 5.57%
▼ 1.91%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 1.27%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 4.34%
May 2025
▲ 9.25%
▲ 5.14%
▲ 6.31%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.10%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 11.21%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.45%
Sep 2025
▲ 4.43%
▼ 0.83%
▲ 1.22%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 1.91%
▲ 0.80%▼ 0.87%▼ 1.27%
▲ 11.63%▲ 6.28%▲ 4.34%
▲ 9.25%▲ 5.14%▲ 6.31%
▲ 7.60%▲ 2.30%▲ 1.10%
▲ 2.76%▲ 2.05%▲ 11.21%
▲ 12.88%▲ 3.56%▲ 3.45%
▲ 4.43%▼ 0.83%▲ 1.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Intel
0%
▲ 74.42%
7
Sell
Oct 16, 2025
Alibaba
0%
▲ 6.27%
5
Sell
Oct 16, 2025
B2Gold
2.97%
▲ 90.70%
7
Sell
Oct 08, 2025
Bristol-Myers Squibb
3.62%
▼ 3.41%
2
Buy
Oct 08, 2025
Alphabet Class A
4.19%
▲ 2.80%
1
Open
Oct 08, 2025
AT&T
6.12%
▲ 71.85%
8
Sell
Sep 09, 2025
Sunrun
▼ 40.50%
3
Close
Sep 09, 2025
Unity Software
▲ 51.78%
13
Close
Sep 09, 2025
UnitedHealth
2.97%
▼ 21.53%
4
Open
Sep 09, 2025
TMC the metals company Inc.
▼ 20.73%
3
Close
Sep 09, 2025
Verizon
2.69%
▼ 5.77%
1
Open
Sep 09, 2025
LyondellBasell
1.91%
▼ 15.68%
1
Open
Sep 09, 2025
Prologis
3.03%
▲ 8.88%
1
Open
Aug 22, 2025
FirstEnergy
1.17%
▲ 6.46%
1
Open
Aug 13, 2025
Novo Nordisk
3.74%
▲ 11.07%
1
Open
Aug 13, 2025
Torm
1.36%
▲ 9.25%
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