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New Portfolio - New Portfolio
Steve C
New PortfolioIndividual Investor
Ranked #190,688 out of 802,393 TipRanks' Investors
Success Rate
898 out of 1704
profitable transactions
profitable transactions
Average Return
20.92%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 11.25%
6-Month Return▲ 6.90%
12-Month Return▲ 28.39%
YTD Return▲ 11.67%
Total Return▲ 168.08%
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
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 9.48%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 1.11%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 6.56%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.05%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.39%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 4.85%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 11.18%
May 2025
▲ 2.11%
▲ 1.11%
▲ 2.24%
Jun 2025
▲ 25.97%▲ 5.96%▲ 9.48%
▲ 5.42%▼ 2.41%▼ 1.11%
▲ 6.01%▲ 2.69%▲ 6.56%
▼ 12.86%▼ 1.27%▼ 5.05%
▼ 1.80%▼ 5.57%▼ 7.39%
▲ 1.76%▼ 0.87%▲ 4.85%
▲ 12.21%▲ 6.28%▲ 11.18%
▲ 2.11%▲ 1.11%▲ 2.24%
Recent Activity
Alphabet Class A
0.74%
▲ 40.14%
55
Buy
Jun 03, 2025
ASML Holding
0.71%
▲ 1.63%
40
Buy
Jun 03, 2025
AbbVie
0.46%
▲ 15.01%
34
Sell
Jun 03, 2025
Cameco
0.39%
▲ 2.99%
15
Buy
Jun 03, 2025
CrowdStrike Holdings
1.38%
▲ 150.99%
58
Sell
Jun 03, 2025
Nvidia
1.15%
▲ 390.90%
54
Sell
Jun 03, 2025
TSMC
2.95%
▲ 57.56%
51
Sell
Jun 03, 2025
Humana
0.39%
▼ 36.31%
54
Buy
Jun 03, 2025
Apple
0.09%
▲ 33.01%
52
Sell
Jun 03, 2025
Advanced Micro Devices
1.29%
▲ 23.18%
61
Buy
Jun 03, 2025
Palo Alto Networks
1.39%
▲ 82.41%
46
Sell
Jun 03, 2025
Meta Platforms
0.93%
▲ 115.53%
51
Sell
Jun 03, 2025
Microsoft
0.94%
▲ 54.84%
54
Sell
Jun 03, 2025
Chipotle
1.02%
▲ 52.26%
59
Sell
Jun 03, 2025
Vistra Energy
1.74%
▲ 23.05%
11
Sell
Jun 03, 2025
Veeva Systems
0.26%
▼ 17.74%
11
Buy
Jun 03, 2025
Chewy
0.68%
▲ 19.71%
5
Open
Jun 03, 2025
Palantir Technologies
0.15%
▲ 4.23%
6
Buy
Jun 03, 2025
Uber Technologies
0.11%
▼ 4.43%
19
Buy
Jun 03, 2025
GE Aerospace
3.19%
▲ 110.22%
29
Sell
Jun 03, 2025