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First Steps - New Portfolio

Stefan D

First Steps
Individual Investor
Ranked #24,972 out of 833,681 TipRanks' Investors
Success Rate
80%
117 out of 147
profitable transactions
Average Return
39.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.07%
6-Month Return▲ 23.51%
12-Month Return▲ 43.34%
YTD Return▲ 45.81%
Total Return▲ 241.38%

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

12.88%0-12.88%
▲ 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%
▲ 3.44%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.44%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 4.32%
Nov 2025
▲ 0.76%
▲ 0.97%
▼ 0.79%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 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%▲ 3.44%
▲ 10.96%▲ 2.38%▲ 1.44%
▼ 3.57%▲ 0.19%▲ 4.32%
▲ 0.76%▲ 0.97%▼ 0.79%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
UnitedHealth
0%
▼ 25.82%
5
Sell
Dec 10, 2025
Centrus Energy
1.78%
▼ 2.47%
1
Open
Dec 10, 2025
NuScale Power
0.88%
▼ 21.41%
1
Open
Dec 10, 2025
Symbotic
1.62%
▼ 2.34%
1
Open
Dec 10, 2025
Pfizer
6.01%
▲ 0.69%
5
Buy
Nov 12, 2025
Cameco
6.45%
▼ 0.34%
4
Open
Nov 12, 2025
Gilead Sciences
2.59%
▲ 2.12%
1
Open
Nov 12, 2025
B2Gold
0%
▲ 53.80%
8
Sell
Oct 29, 2025
Verizon
5.51%
▼ 1.42%
2
Buy
Oct 23, 2025
Intel
0%
▲ 72.10%
7
Sell
Oct 16, 2025
Alibaba
0%
▲ 2.44%
5
Sell
Oct 16, 2025
Bristol-Myers Squibb
3.75%
▲ 20.84%
2
Buy
Oct 08, 2025
Alphabet Class A
4.34%
▲ 28.59%
1
Open
Oct 08, 2025
AT&T
4.73%
▲ 60.44%
8
Sell
Sep 09, 2025
Sunrun
▼ 40.50%
3
Close
Sep 09, 2025
Unity Software
▲ 51.78%
13
Close
Sep 09, 2025
TMC the metals company Inc.
▼ 20.73%
3
Close
Sep 09, 2025
LyondellBasell
1.47%
▼ 19.33%
1
Open
Sep 09, 2025
Prologis
2.65%
▲ 15.71%
1
Open
Aug 22, 2025
FirstEnergy
0.92%
▲ 2.57%
1
Open
Aug 13, 2025