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New Portfolio - New Portfolio
Steve C
New PortfolioIndividual Investor
Ranked #315,905 out of 796,328 TipRanks' Investors
Success Rate
735 out of 1643
profitable transactions
profitable transactions
Average Return
8.78%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 7.52%
6-Month Return▼ 6.79%
12-Month Return▲ 22.09%
YTD Return▼ 10.63%
Total Return▲ 114.47%
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
25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 2.75%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.80%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 9.48%
Nov 2024
▲ 5.36%
▼ 2.41%
▼ 1.14%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 6.62%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.05%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.39%
Mar 2025
▼ 7.13%
▼ 5.90%
▼ 4.67%
Apr 2025
▲ 2.92%▲ 2.10%▲ 2.75%
▲ 10.00%▼ 0.89%▼ 1.80%
▲ 25.98%▲ 5.96%▲ 9.48%
▲ 5.36%▼ 2.41%▼ 1.14%
▲ 6.01%▲ 2.69%▲ 6.62%
▼ 12.86%▼ 1.27%▼ 5.05%
▼ 1.80%▼ 5.57%▼ 7.39%
▼ 7.13%▼ 5.90%▼ 4.67%
Recent Activity
Alphabet Class A
0.83%
▲ 28.80%
53
Sell
Feb 11, 2025
ASML Holding
0.79%
▼ 3.01%
38
Buy
Feb 11, 2025
AbbVie
0.6%
▲ 12.17%
33
Sell
Feb 11, 2025
Cameco
0.38%
▼ 14.82%
13
Buy
Feb 11, 2025
CrowdStrike Holdings
1.66%
▲ 104.70%
56
Sell
Feb 11, 2025
Nvidia
1.11%
▲ 264.13%
52
Sell
Feb 11, 2025
TSMC
3.12%
▲ 25.88%
49
Sell
Feb 11, 2025
Humana
1.55%
▼ 29.08%
52
Buy
Feb 11, 2025
Apple
1.16%
▲ 29.01%
50
Sell
Feb 11, 2025
Advanced Micro Devices
1.16%
▼ 7.98%
59
Buy
Feb 11, 2025
Palo Alto Networks
1.74%
▲ 57.62%
44
Sell
Feb 11, 2025
Meta Platforms
1%
▲ 61.38%
49
Sell
Feb 11, 2025
Microsoft
1.05%
▲ 22.54%
52
Sell
Feb 11, 2025
Salesforce
0.68%
▲ 9.71%
47
Sell
Feb 11, 2025
Chipotle
1.59%
▲ 40.61%
57
Sell
Feb 11, 2025
Broadcom
1.13%
▲ 163.96%
46
Buy
Feb 11, 2025
Amazon
0.98%
▲ 24.43%
36
Sell
Feb 11, 2025
Vistra Energy
1.65%
▼ 11.90%
10
Sell
Feb 11, 2025
GE Aerospace
3.29%
▲ 58.97%
27
Sell
Feb 11, 2025
Zscaler
1.66%
▼ 4.84%
30
Sell
Feb 11, 2025