New Portfolio - New Portfolio

Steve C

New Portfolio
Individual Investor
Ranked #206,251 out of 766,001 TipRanks' Investors
Success Rate
52%
815 out of 1564
profitable transactions
Average Return
18.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.79%
6-Month Return▲ 17.60%
12-Month Return▲ 35.84%
YTD Return▲ 23.11%
Total Return▲ 92.99%

Best Trade

Opened at
Closed at-
Gain▲ 786.67%

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

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 8.06%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 13.34%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.03%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 4.75%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.91%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.75%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.41%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 7.12%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 8.06%
▲ 11.46%▲ 5.06%▲ 13.34%
▼ 2.25%▲ 3.53%▲ 4.03%
▲ 25.72%▲ 1.21%▼ 4.75%
▼ 4.22%▲ 2.34%▲ 3.91%
▲ 7.82%▲ 2.10%▲ 2.75%
▲ 6.02%▼ 0.89%▼ 1.41%
▲ 5.59%▲ 5.20%▲ 7.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class A
0.75%
▲ 54.24%
50
Buy
Oct 28, 2024
ASML Holding
0.56%
▼ 1.15%
36
Buy
Oct 28, 2024
Cameco
0.72%
▼ 7.31%
10
Buy
Oct 28, 2024
CrowdStrike Holdings
1.2%
▲ 79.85%
52
Sell
Oct 28, 2024
Nvidia
3.94%
▲ 429.59%
47
Sell
Oct 28, 2024
Taiwan Semiconductor Manufacturing
3.59%
▲ 59.91%
44
Sell
Oct 28, 2024
Humana
0.79%
▼ 26.88%
48
Buy
Oct 28, 2024
Palo Alto Networks
1.69%
▲ 87.75%
39
Sell
Oct 28, 2024
Meta Platforms
0.68%
▲ 90.03%
45
Buy
Oct 28, 2024
Microsoft
0.96%
▲ 41.58%
48
Sell
Oct 28, 2024
Salesforce
0.79%
▲ 41.24%
42
Buy
Oct 28, 2024
Chipotle
3.58%
▲ 71.67%
52
Sell
Oct 28, 2024
Broadcom
0.99%
▲ 190.75%
42
Sell
Oct 28, 2024
Merck & Company
0.84%
▼ 8.98%
29
Buy
Oct 28, 2024
GE Aerospace
2.92%
▲ 60.73%
23
Sell
Oct 28, 2024
Costco
1.83%
▲ 55.38%
44
Sell
Oct 28, 2024
Flex
0.41%
▲ 105.05%
26
Sell
Oct 28, 2024
e.l.f. Beauty
1.71%
▲ 18.68%
32
Buy
Oct 28, 2024
Wingstop
0.74%
▲ 37.13%
25
Buy
Oct 28, 2024
Quanta Services
1.56%
▲ 19.02%
11
Sell
Oct 28, 2024