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New Portfolio - New Portfolio
Steve C
New PortfolioIndividual Investor
Ranked #187,561 out of 822,163 TipRanks' Investors
Success Rate
986 out of 1800
profitable transactions
profitable transactions
Average Return
30.67%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 7.82%
6-Month Return▲ 49.56%
12-Month Return▲ 34.99%
YTD Return▲ 26.85%
Total Return▲ 204.52%
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
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 7.39%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 4.97%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 11.18%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.84%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.24%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.14%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 6.43%
Sep 2025
▲ 4.95%
▲ 0.44%
▲ 3.07%
Oct 2025
▼ 6.38%▼ 5.57%▼ 7.39%
▲ 0.80%▼ 0.87%▲ 4.97%
▲ 11.63%▲ 6.28%▲ 11.18%
▲ 9.25%▲ 5.14%▲ 5.84%
▲ 7.60%▲ 2.30%▼ 0.24%
▲ 2.76%▲ 2.05%▲ 0.14%
▲ 12.88%▲ 3.56%▲ 6.43%
▲ 4.95%▲ 0.44%▲ 3.07%
Recent Activity
Alphabet Class A
1.17%
▲ 100.21%
58
Sell
Sep 23, 2025
ASML Holding
1.26%
▲ 16.34%
45
Sell
Sep 23, 2025
AbbVie
0.77%
▲ 23.73%
38
Sell
Sep 23, 2025
Cameco
1.37%
▲ 27.75%
21
Buy
Sep 23, 2025
CrowdStrike Holdings
0%
▲ 164.10%
64
Sell
Sep 23, 2025
Kratos Defense
0%
▲ 14.38%
4
Sell
Sep 23, 2025
Nvidia
1.4%
▲ 540.13%
59
Sell
Sep 23, 2025
TSMC
3.82%
▲ 115.85%
55
Sell
Sep 23, 2025
Apple
0%
▲ 66.54%
56
Sell
Sep 23, 2025
Advanced Micro Devices
1.96%
▲ 118.37%
65
Sell
Sep 23, 2025
Palo Alto Networks
1.35%
▲ 98.36%
52
Sell
Sep 23, 2025
Meta Platforms
1.02%
▲ 118.98%
56
Sell
Sep 23, 2025
Chipotle
0%
▲ 19.54%
61
Sell
Sep 23, 2025
Broadcom
0.22%
▲ 405.47%
52
Sell
Sep 23, 2025
Amazon
0.82%
▲ 55.39%
40
Sell
Sep 23, 2025
Vistra Energy
2.09%
▲ 33.77%
16
Buy
Sep 23, 2025
Veeva Systems
0%
▼ 12.89%
14
Sell
Sep 23, 2025
Tencent Holdings
0.21%
▲ 1.50%
4
Buy
Sep 23, 2025
Palantir Technologies
0%
▲ 35.50%
8
Sell
Sep 23, 2025
Uber Technologies
0.51%
▲ 2.46%
24
Buy
Sep 23, 2025