First Steps - New Portfolio

Stefan D

First Steps
Individual Investor
Ranked #37,841 out of 757,311 TipRanks' Investors
Success Rate
65%
64 out of 99
profitable transactions
Average Return
33.61%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.33%
6-Month Return▲ 22.60%
12-Month Return▲ 27.28%
YTD Return▲ 20.60%
Total Return▲ 154.59%

Best Trade

Opened at
Closed at-
Gain▲ 277.16%

Bio

Looking to learn and grow my knowledge, preferable hand in hand with my investments

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▼ 1.03%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 9.47%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 2.85%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.25%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.54%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 8.50%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.06%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 4.00%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▼ 1.03%
▲ 5.05%▲ 3.27%▲ 9.47%
▼ 12.40%▼ 4.03%▲ 2.85%
▲ 11.46%▲ 5.06%▲ 1.25%
▼ 2.25%▲ 3.53%▼ 2.54%
▲ 25.76%▲ 1.21%▲ 8.50%
▼ 4.21%▲ 2.34%▲ 2.06%
▲ 2.65%▼ 0.40%▲ 4.00%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Chevron
6.71%
▲ 0.29%
3
Buy
Sep 09, 2024
Intel
3.91%
▼ 7.33%
3
Buy
Sep 09, 2024
Canopy Growth
0%
▼ 94.86%
3
Sell
Aug 15, 2024
TPI Composites
0%
▼ 68.58%
2
Sell
Jul 21, 2024
Philip Morris
3.69%
▲ 13.97%
2
Buy
Jul 21, 2024
Gerdau SA
2.11%
▼ 9.05%
3
Buy
Jun 06, 2024
JPMorgan Chase & Co.
0%
▲ 132.17%
3
Sell
May 01, 2024
Rio Tinto
8.04%
▼ 4.26%
3
Buy
May 01, 2024
Pfizer
9.15%
▲ 12.18%
3
Buy
May 01, 2024
B2Gold
5.11%
▲ 4.22%
4
Buy
Apr 08, 2024
Hasbro
24.37%
▲ 3.47%
13
Buy
Feb 08, 2024
AT&T
13.18%
▲ 34.71%
7
Buy
Feb 08, 2024
Companhia Energetica Minas Gerais
2.95%
▲ 33.70%
2
Buy
Feb 08, 2024
Roblox
0%
▼ 3.05%
4
Buy
Dec 27, 2023
Unity Software
5.32%
▲ 20.88%
11
Buy
Nov 10, 2023
Spotify Technology SA
0%
▲ 187.18%
3
Sell
Jul 14, 2023
Realty Income
3.75%
▲ 9.29%
1
Open
Jul 14, 2023
AGNC Investment
1.63%
▲ 33.18%
1
Open
Jun 07, 2023
Sony Group
0%
▼ 11.93%
5
Sell
Mar 23, 2023
Warner Bros
0%
▼ 51.89%
2
Sell
Mar 23, 2023