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First Steps - New Portfolio

Stefan D

First Steps
Individual Investor
Ranked #40,427 out of 809,883 TipRanks' Investors
Success Rate
71%
90 out of 127
profitable transactions
Average Return
36.56%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.34%
6-Month Return▲ 22.77%
12-Month Return▲ 28.09%
YTD Return▲ 26.71%
Total Return▲ 196.79%

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

22.18%0-22.18%
▲ 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
▲ 1.84%
▼ 0.87%
▼ 1.27%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 4.34%
May 2025
▲ 6.24%
▲ 5.14%
▲ 6.31%
Jun 2025
▲ 22.18%
▲ 2.65%
▲ 6.10%
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%
▲ 1.84%▼ 0.87%▼ 1.27%
▲ 12.20%▲ 6.28%▲ 4.34%
▲ 6.24%▲ 5.14%▲ 6.31%
▲ 22.18%▲ 2.65%▲ 6.10%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
B2Gold
4.99%
▲ 12.16%
5
Buy
Jul 08, 2025
AGNC Investment
3.63%
▲ 13.45%
3
Buy
Jul 08, 2025
Alibaba
0%
▲ 25.42%
2
Sell
Jul 08, 2025
TMC the metals company Inc.
1.45%
▲ 16.31%
1
Open
Jul 08, 2025
Gerdau SA
2.71%
▼ 10.27%
7
Sell
Jun 24, 2025
PDD Holdings
0%
▲ 21.00%
3
Sell
Jun 24, 2025
Rio Tinto
6.12%
▲ 3.88%
4
Buy
Jun 11, 2025
PepsiCo
8.28%
▲ 5.59%
4
Buy
Jun 11, 2025
Intel
5.34%
▲ 11.22%
5
Buy
Jun 02, 2025
Shell
4.14%
▲ 23.08%
1
Open
Apr 08, 2025
Philip Morris
0%
▲ 61.24%
3
Sell
Apr 04, 2025
UnitedHealth
0%
▼ 37.67%
2
Sell
Apr 04, 2025
Bank of America
4.1%
▲ 13.99%
1
Open
Mar 20, 2025
Hasbro
18.2%
▲ 16.39%
14
Buy
Mar 17, 2025
Pfizer
6.01%
▲ 0.25%
4
Buy
Mar 17, 2025
Cisco Systems
0%
▲ 98.80%
2
Sell
Mar 04, 2025
TRONOX
0%
▼ 57.22%
2
Sell
Mar 04, 2025
Realty Income
4.93%
▲ 11.69%
3
Buy
Jan 10, 2025
Cameco
▼ 1.98%
3
Close
Dec 18, 2024
Lockheed Martin
3.97%
▼ 11.92%
1
Open
Dec 18, 2024