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New Portfolio - New Portfolio

PerformancePortfolio Details

Steve C

New Portfolio
Individual Investor
Ranked #238,315 out of 858,746 TipRanks' Investors
Success Rate
50%
939 out of 1873
profitable transactions
Average Return
30.28%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.69%
6-Month Return▼ 4.03%
12-Month Return▲ 30.50%
YTD Return▼ 0.75%
Total Return▲ 195.64%

Best Trade

AssetBroadcom (AVGO)
Opened at
Closed at-
Gain▲ 1221.64%

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%
▲ 12.88%
▲ 3.56%
▲ 6.40%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 6.23%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 2.74%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 2.15%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 0.85%
Jan 2026
▼ 1.10%
▼ 0.86%
▼ 1.54%
Feb 2026
▲ 1.22%
▼ 4.94%
▼ 3.75%
Mar 2026
▲ 5.30%
▲ 3.95%
▲ 5.63%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 6.40%
▲ 10.96%▲ 2.38%▲ 6.23%
▼ 3.68%▲ 0.19%▼ 2.74%
▼ 0.10%▲ 0.08%▼ 2.15%
▲ 4.06%▲ 1.47%▼ 0.85%
▼ 1.10%▼ 0.86%▼ 1.54%
▲ 1.22%▼ 4.94%▼ 3.75%
▲ 5.30%▲ 3.95%▲ 5.63%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
GOOGL
Alphabet Class A
1.36%
▲ 158.86%
61
Sell
Mar 03, 2026
ASML
ASML Holding
1.98%
▲ 39.91%
48
Sell
Mar 03, 2026
ABBV
AbbVie
0.62%
▲ 19.88%
41
Sell
Mar 03, 2026
CCJ
Cameco
1.77%
▲ 55.16%
23
Buy
Mar 03, 2026
CRWD
CrowdStrike Holdings
0.65%
▲ 125.65%
66
Buy
Mar 03, 2026
NVDA
Nvidia
1.3%
▲ 506.97%
62
Buy
Mar 03, 2026
TSM
TSMC
4.42%
▲ 162.03%
57
Sell
Mar 03, 2026
AAPL
Apple
0.4%
▲ 63.64%
59
Buy
Mar 03, 2026
AMD
Advanced Micro Devices
0.59%
▲ 139.34%
68
Sell
Mar 03, 2026
PANW
Palo Alto Networks
2.48%
▲ 59.10%
56
Buy
Mar 03, 2026
MSFT
Microsoft
0.86%
▲ 22.70%
61
Buy
Mar 03, 2026
AVGO
Broadcom
0.58%
▲ 412.41%
54
Sell
Mar 03, 2026
AMZN
Amazon
0.7%
▲ 55.06%
43
Sell
Mar 03, 2026
MU
Micron
0.52%
▼ 12.70%
3
Open
Mar 03, 2026
VST
Vistra Corp
0.99%
▲ 8.04%
19
Sell
Mar 03, 2026
TCEHY
Tencent Holdings
0%
▼ 17.00%
5
Sell
Mar 03, 2026
PLTR
Palantir Technologies
0.27%
▲ 3.04%
11
Buy
Mar 03, 2026
UBER
Uber Technologies
0.39%
▼ 10.76%
27
Buy
Mar 03, 2026
GE
GE Aerospace
3.19%
▲ 143.67%
36
Sell
Mar 03, 2026
MTZ
MasTec
0.66%
▼ 6.59%
9
Buy
Mar 03, 2026