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First Steps - New Portfolio

Stefan D

First Steps
Individual Investor
Ranked #31,842 out of 816,760 TipRanks' Investors
Success Rate
74%
99 out of 134
profitable transactions
Average Return
38.21%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.99%
6-Month Return▲ 22.21%
12-Month Return▲ 32.96%
YTD Return▲ 34.22%
Total Return▲ 214.38%

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

27.87%0-27.87%
▼ 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
▲ 27.87%
▲ 2.30%
▲ 1.09%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 11.21%
Aug 2025
▲ 0.42%
▼ 0.20%
▼ 0.04%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 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%
▲ 27.87%▲ 2.30%▲ 1.09%
▲ 4.87%▲ 2.05%▲ 11.21%
▲ 0.42%▼ 0.20%▼ 0.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
B2Gold
4.14%
▲ 29.10%
6
Sell
Aug 22, 2025
TMC the metals company Inc.
0%
▼ 21.95%
2
Sell
Aug 22, 2025
Prologis
2.88%
▲ 0.29%
1
Open
Aug 22, 2025
Unity Software
0%
▲ 45.28%
12
Sell
Aug 13, 2025
FirstEnergy
1.11%
▼ 1.09%
1
Open
Aug 13, 2025
Novo Nordisk
3.83%
▲ 11.17%
1
Open
Aug 13, 2025
Torm
1.55%
▲ 21.70%
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
1.2%
▲ 1.65%
1
Open
Aug 09, 2025
Federal Realty
1.72%
▲ 10.43%
1
Open
Aug 09, 2025
Portland GE
1.09%
▲ 1.11%
1
Open
Aug 09, 2025
AGNC Investment
3.48%
▲ 23.71%
3
Buy
Jul 08, 2025
Gerdau SA
2.42%
▼ 10.57%
7
Sell
Jun 24, 2025
Rio Tinto
5.33%
▲ 2.84%
4
Buy
Jun 11, 2025
PepsiCo
7.52%
▲ 6.49%
4
Buy
Jun 11, 2025