Education
About Us
Working with TipRanks
Follow Us
New Portfolio - New Portfolio
Steve C
New PortfolioIndividual Investor
Ranked #192,242 out of 808,802 TipRanks' Investors
Success Rate
929 out of 1743
profitable transactions
profitable transactions
Average Return
25.46%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.80%
6-Month Return▲ 11.55%
12-Month Return▲ 28.17%
YTD Return▲ 15.47%
Total Return▲ 177.19%
Best Trade
Bio
Long Term Investor...Balanced Portfolio...Disruptive Company's as well as Established well run
Best of Breed. Growth and Value. Actively manage. Will take some Risk of shorter or longer-term duration with less than 1-2 % of Value. Lots of research.
Performance
14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▼ 1.11%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 6.56%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.05%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.39%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 4.82%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 11.18%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.84%
Jun 2025
▲ 14.83%
▲ 1.65%
▼ 0.09%
Jul 2025
▲ 5.10%▼ 2.41%▼ 1.11%
▲ 6.03%▲ 2.69%▲ 6.56%
▼ 12.86%▼ 1.27%▼ 5.05%
▼ 1.80%▼ 5.57%▼ 7.39%
▲ 1.84%▼ 0.87%▲ 4.82%
▲ 12.20%▲ 6.28%▲ 11.18%
▲ 6.24%▲ 5.14%▲ 5.84%
▲ 14.83%▲ 1.65%▼ 0.09%
Recent Activity
ASML Holding
1.01%
▲ 1.07%
43
Buy
Jul 13, 2025
Cameco
0.82%
▲ 21.27%
18
Sell
Jul 13, 2025
CrowdStrike Holdings
1.16%
▲ 156.04%
61
Sell
Jul 13, 2025
TSMC
3.48%
▲ 85.00%
53
Sell
Jul 13, 2025
Advanced Micro Devices
2.09%
▲ 65.61%
64
Sell
Jul 13, 2025
Palo Alto Networks
1.36%
▲ 84.49%
49
Sell
Jul 13, 2025
Meta Platforms
1%
▲ 119.60%
53
Sell
Jul 13, 2025
Microsoft
0.89%
▲ 70.81%
57
Sell
Jul 13, 2025
Salesforce
0.54%
▲ 14.33%
49
Buy
Jul 13, 2025
Broadcom
1.38%
▲ 329.67%
49
Buy
Jul 13, 2025
Amazon
0.96%
▲ 56.71%
38
Sell
Jul 13, 2025
Vistra Energy
1.85%
▲ 28.87%
14
Sell
Jul 13, 2025
Palantir Technologies
0.19%
▲ 18.61%
7
Sell
Jul 13, 2025
Uber Technologies
0.41%
▼ 1.46%
22
Buy
Jul 13, 2025
GE Aerospace
3.06%
▲ 117.48%
32
Sell
Jul 13, 2025
Zscaler
1.77%
▲ 25.52%
35
Sell
Jul 13, 2025
Visa
1.44%
▲ 43.85%
47
Sell
Jul 13, 2025
Costco
1.57%
▲ 57.12%
53
Sell
Jul 13, 2025
Cheniere Energy
0.41%
▼ 0.48%
28
Buy
Jul 13, 2025
Waste Management
1.12%
▲ 4.72%
33
Sell
Jul 13, 2025