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First Steps - New Portfolio

Stefan D

First Steps
Individual Investor
Ranked #69,431 out of 803,420 TipRanks' Investors
Success Rate
62%
75 out of 122
profitable transactions
Average Return
33.66%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.48%
6-Month Return▲ 10.06%
12-Month Return▲ 24.92%
YTD Return▲ 16.89%
Total Return▲ 173.78%

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

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 4.03%
Nov 2024
▲ 5.43%
▼ 2.41%
▼ 9.77%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 3.12%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 7.81%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.91%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 1.33%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 4.34%
May 2025
▲ 5.90%
▲ 2.03%
▲ 4.11%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 4.03%
▲ 5.43%▼ 2.41%▼ 9.77%
▲ 5.99%▲ 2.69%▲ 3.12%
▼ 12.86%▼ 1.27%▲ 7.81%
▼ 1.80%▼ 5.57%▼ 1.91%
▲ 1.76%▼ 0.87%▼ 1.33%
▲ 12.21%▲ 6.28%▲ 4.34%
▲ 5.90%▲ 2.03%▲ 4.11%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Rio Tinto
5.76%
▼ 7.23%
4
Buy
Jun 11, 2025
PepsiCo
7.63%
▼ 7.77%
4
Buy
Jun 11, 2025
Intel
4.86%
▼ 2.09%
5
Buy
Jun 02, 2025
Alibaba
4.71%
▲ 21.09%
1
Open
Apr 08, 2025
Shell
4.17%
▲ 20.14%
1
Open
Apr 08, 2025
Philip Morris
0%
▲ 78.21%
3
Sell
Apr 04, 2025
UnitedHealth
0%
▼ 34.29%
2
Sell
Apr 04, 2025
Bank of America
3.94%
▲ 5.92%
1
Open
Mar 20, 2025
Hasbro
16.9%
▲ 4.57%
14
Buy
Mar 17, 2025
Pfizer
5.99%
▼ 3.22%
4
Buy
Mar 17, 2025
Cisco Systems
0%
▲ 84.85%
2
Sell
Mar 04, 2025
TRONOX
0%
▼ 56.05%
2
Sell
Mar 04, 2025
Realty Income
5.09%
▲ 10.94%
3
Buy
Jan 10, 2025
PDD Holdings
3.03%
▲ 5.37%
2
Buy
Jan 10, 2025
Cameco
▼ 1.98%
3
Close
Dec 18, 2024
Lockheed Martin
4.47%
▼ 4.10%
1
Open
Dec 18, 2024
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
▲ 290.20%
4
Close
Nov 13, 2024