tiprankstipranks
Trending News
More News >

First Steps - New Portfolio

Stefan D

First Steps
Individual Investor
Ranked #37,676 out of 813,535 TipRanks' Investors
Success Rate
72%
96 out of 133
profitable transactions
Average Return
36.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.75%
6-Month Return▲ 19.38%
12-Month Return▲ 27.06%
YTD Return▲ 29.16%
Total Return▲ 202.52%

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

27.89%0-27.89%
▲ 6.03%
▲ 2.69%
▲ 3.12%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 7.81%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.91%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 1.27%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 4.34%
May 2025
▲ 6.24%
▲ 5.14%
▲ 6.31%
Jun 2025
▲ 27.89%
▲ 2.30%
▲ 1.09%
Jul 2025
▲ 7.50%
▲ 2.04%
▲ 6.98%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 3.12%
▼ 12.86%▼ 1.27%▲ 7.81%
▼ 1.80%▼ 5.57%▼ 1.91%
▲ 1.84%▼ 0.87%▼ 1.27%
▲ 12.20%▲ 6.28%▲ 4.34%
▲ 6.24%▲ 5.14%▲ 6.31%
▲ 27.89%▲ 2.30%▲ 1.09%
▲ 7.50%▲ 2.04%▲ 6.98%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Unity Software
0%
▲ 43.13%
12
Sell
Aug 13, 2025
FirstEnergy
1.16%
▼ 0.66%
1
Open
Aug 13, 2025
Novo Nordisk
3.61%
▲ 0.10%
1
Open
Aug 13, 2025
Torm
1.45%
▲ 7.45%
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
UnitedHealth
▼ 46.22%
3
Close
Aug 09, 2025
Alibaba
▲ 21.39%
3
Close
Aug 09, 2025
Bristol-Myers Squibb
1.27%
▲ 4.09%
1
Open
Aug 09, 2025
Federal Realty
1.66%
▲ 2.49%
1
Open
Aug 09, 2025
Portland GE
1.13%
▲ 1.02%
1
Open
Aug 09, 2025
B2Gold
5.08%
▲ 22.39%
5
Buy
Jul 08, 2025
AGNC Investment
3.4%
▲ 15.13%
3
Buy
Jul 08, 2025
TMC the metals company Inc.
0.96%
▼ 17.53%
1
Open
Jul 08, 2025
Gerdau SA
2.41%
▼ 14.05%
7
Sell
Jun 24, 2025
Rio Tinto
5.53%
▲ 0.51%
4
Buy
Jun 11, 2025
PepsiCo
7.89%
▲ 7.74%
4
Buy
Jun 11, 2025
Intel
5.07%
▲ 12.97%
5
Buy
Jun 02, 2025