tiprankstipranks

First Steps - New Portfolio

Stefan D

First Steps
Individual Investor
Ranked #69,784 out of 769,291 TipRanks' Investors
Success Rate
60%
64 out of 106
profitable transactions
Average Return
32.99%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.23%
6-Month Return▲ 13.17%
12-Month Return▲ 37.05%
YTD Return▲ 20.25%
Total Return▲ 154.10%

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

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▲ 2.85%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.25%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.53%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 8.50%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.06%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 6.69%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 4.38%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 1.64%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▲ 2.85%
▲ 11.46%▲ 5.06%▲ 1.25%
▼ 2.25%▲ 3.53%▼ 2.53%
▲ 25.72%▲ 1.21%▲ 8.50%
▼ 4.22%▲ 2.34%▲ 2.06%
▲ 7.82%▲ 2.10%▲ 6.69%
▲ 5.70%▼ 0.89%▼ 4.38%
▲ 37.60%▲ 4.40%▲ 1.64%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Sony Group
▼ 8.59%
6
Close
Nov 13, 2024
Roblox
▲ 13.78%
5
Close
Nov 13, 2024
Canopy Growth
▼ 95.75%
4
Close
Nov 13, 2024
Spotify Technology SA
▲ 290.20%
4
Close
Nov 13, 2024
JPMorgan Chase & Co.
▲ 171.44%
4
Close
Nov 13, 2024
GE Aerospace
▲ 149.66%
9
Close
Nov 13, 2024
Warner Bros
▼ 44.46%
3
Close
Nov 13, 2024
GE Healthcare Technologies Inc
▲ 39.53%
3
Close
Nov 13, 2024
TPI Composites
▼ 84.76%
3
Close
Nov 13, 2024
Gerdau SA
4.95%
▼ 3.28%
6
Buy
Nov 13, 2024
Cameco
3.41%
▲ 15.01%
1
Open
Nov 13, 2024
TRONOX
1.57%
▼ 14.87%
1
Open
Oct 14, 2024
AGNC Investment
2.76%
▲ 9.02%
2
Buy
Sep 30, 2024
Trinity Capital
2.03%
▲ 5.08%
1
Open
Sep 30, 2024
Chevron
6.91%
▲ 13.75%
3
Buy
Sep 09, 2024
Intel
4.17%
▲ 9.05%
3
Buy
Sep 09, 2024
Philip Morris
3.69%
▲ 25.01%
2
Buy
Jul 21, 2024
Rio Tinto
7.08%
▼ 4.78%
3
Buy
May 01, 2024
Pfizer
7.28%
▼ 3.76%
3
Buy
May 01, 2024
B2Gold
4.14%
▼ 8.57%
4
Buy
Apr 08, 2024