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First Steps - New Portfolio

Stefan D

First Steps
Individual Investor
Ranked #29,834 out of 827,347 TipRanks' Investors
Success Rate
77%
108 out of 141
profitable transactions
Average Return
38.09%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.77%
6-Month Return▲ 29.24%
12-Month Return▲ 28.91%
YTD Return▲ 39.34%
Total Return▲ 226.36%

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%
▲ 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
▲ 10.96%
▲ 2.38%
▲ 1.44%
Oct 2025
▼ 4.30%
▼ 1.63%
▼ 1.10%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▲ 10.96%▲ 2.38%▲ 1.44%
▼ 4.30%▼ 1.63%▼ 1.10%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
B2Gold
0%
▲ 25.53%
8
Sell
Oct 29, 2025
Verizon
6.59%
▼ 1.15%
2
Buy
Oct 23, 2025
Intel
0%
▲ 80.53%
7
Sell
Oct 16, 2025
Alibaba
0%
▲ 6.62%
5
Sell
Oct 16, 2025
Bristol-Myers Squibb
3.84%
▲ 3.94%
2
Buy
Oct 08, 2025
Alphabet Class A
4.59%
▲ 13.99%
1
Open
Oct 08, 2025
AT&T
5.72%
▲ 62.87%
8
Sell
Sep 09, 2025
Sunrun
▼ 40.50%
3
Close
Sep 09, 2025
Unity Software
▲ 51.78%
13
Close
Sep 09, 2025
UnitedHealth
2.67%
▼ 26.22%
4
Open
Sep 09, 2025
TMC the metals company Inc.
▼ 20.73%
3
Close
Sep 09, 2025
LyondellBasell
1.77%
▼ 20.90%
1
Open
Sep 09, 2025
Prologis
3.1%
▲ 12.86%
1
Open
Aug 22, 2025
FirstEnergy
1.13%
▲ 5.46%
1
Open
Aug 13, 2025
Novo Nordisk
3.01%
▼ 9.54%
1
Open
Aug 13, 2025
Torm
1.5%
▲ 21.75%
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