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New Portfolio - New Portfolio
Steve C
New PortfolioIndividual Investor
Ranked #211,966 out of 815,638 TipRanks' Investors
Success Rate
939 out of 1772
profitable transactions
profitable transactions
Average Return
25.30%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.51%
6-Month Return▲ 14.69%
12-Month Return▲ 28.19%
YTD Return▲ 16.04%
Total Return▲ 178.56%
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
27.88%0-27.88%
▲ 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%
▲ 4.97%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 11.18%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.84%
Jun 2025
▲ 27.88%
▲ 2.30%
▼ 0.24%
Jul 2025
▲ 6.52%
▲ 2.30%
▲ 0.50%
Aug 2025
▲ 6.03%▲ 2.69%▲ 6.56%
▼ 12.86%▼ 1.27%▼ 5.05%
▼ 1.80%▼ 5.57%▼ 7.39%
▲ 1.84%▼ 0.87%▲ 4.97%
▲ 12.20%▲ 6.28%▲ 11.18%
▲ 6.24%▲ 5.14%▲ 5.84%
▲ 27.88%▲ 2.30%▼ 0.24%
▲ 6.52%▲ 2.30%▲ 0.50%
Recent Activity
Alphabet Class A
1.08%
▲ 68.87%
57
Buy
Aug 26, 2025
ASML Holding
1.04%
▲ 2.65%
44
Sell
Aug 26, 2025
AbbVie
0.77%
▲ 18.43%
37
Buy
Aug 26, 2025
Cameco
0.77%
▲ 18.40%
20
Sell
Aug 26, 2025
CrowdStrike Holdings
1.02%
▲ 130.31%
63
Sell
Aug 26, 2025
Kratos Defense
0.38%
▼ 11.90%
3
Open
Aug 26, 2025
Nvidia
1.48%
▲ 528.20%
58
Sell
Aug 26, 2025
Apple
0.16%
▲ 49.66%
55
Sell
Aug 26, 2025
Palo Alto Networks
1.3%
▲ 76.34%
51
Sell
Aug 26, 2025
Meta Platforms
1.16%
▲ 128.64%
55
Buy
Aug 26, 2025
Microsoft
1.18%
▲ 67.15%
59
Buy
Aug 26, 2025
Salesforce
―
▲ 7.87%
51
Close
Aug 26, 2025
Broadcom
1.35%
▲ 350.37%
51
Sell
Aug 26, 2025
Tencent Holdings
0%
▼ 7.48%
3
Open
Aug 26, 2025
VanEck Semiconductor UCITS ETF Accum A USD
0.45%
▲ 24.10%
20
Sell
Aug 26, 2025
Cadence Design
1.33%
▲ 21.23%
21
Sell
Aug 26, 2025
ServiceNow
0.97%
▲ 15.04%
13
Sell
Aug 26, 2025
Constellation Energy Corporation
1.39%
▲ 32.37%
24
Buy
Aug 26, 2025
Eli Lilly & Co
1.78%
▼ 4.64%
17
Buy
Aug 26, 2025
Spotify
0%
▲ 49.18%
10
Sell
Aug 26, 2025