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New Portfolio - New Portfolio
Steve C
New PortfolioIndividual Investor
Ranked #282,204 out of 793,417 TipRanks' Investors
Success Rate
800 out of 1643
profitable transactions
profitable transactions
Average Return
14.35%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.85%
6-Month Return▲ 5.07%
12-Month Return▲ 32.17%
YTD Return▼ 0.69%
Total Return▲ 138.32%
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
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 3.89%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.75%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.79%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 9.48%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 1.14%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 6.75%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.05%
Feb 2025
▲ 7.47%
▼ 3.09%
▼ 2.03%
Mar 2025
▼ 13.14%▲ 2.34%▲ 3.89%
▲ 2.93%▲ 2.10%▲ 2.75%
▲ 10.00%▼ 0.89%▼ 1.79%
▲ 26.01%▲ 5.96%▲ 9.48%
▲ 5.34%▼ 2.41%▼ 1.14%
▲ 5.88%▲ 2.69%▲ 6.75%
▼ 12.86%▼ 1.27%▼ 5.05%
▲ 7.47%▼ 3.09%▼ 2.03%
Recent Activity
Alphabet Class A
0.87%
▲ 45.33%
53
Sell
Feb 11, 2025
ASML Holding
0.83%
▲ 0.93%
38
Buy
Feb 11, 2025
AbbVie
0.65%
▲ 17.41%
33
Sell
Feb 11, 2025
Cameco
0.38%
▼ 11.63%
13
Buy
Feb 11, 2025
CrowdStrike Holdings
1.58%
▲ 109.78%
56
Sell
Feb 11, 2025
Nvidia
1.22%
▲ 333.02%
52
Sell
Feb 11, 2025
TSMC
3.45%
▲ 44.11%
49
Sell
Feb 11, 2025
Humana
1.49%
▼ 27.05%
52
Buy
Feb 11, 2025
Apple
1.22%
▲ 46.54%
50
Sell
Feb 11, 2025
Advanced Micro Devices
1.41%
▲ 20.74%
59
Buy
Feb 11, 2025
Palo Alto Networks
1.83%
▲ 78.54%
44
Sell
Feb 11, 2025
Meta Platforms
1.16%
▲ 97.63%
49
Sell
Feb 11, 2025
Microsoft
1.05%
▲ 31.66%
52
Sell
Feb 11, 2025
Salesforce
0.73%
▲ 26.08%
47
Sell
Feb 11, 2025
Chipotle
1.52%
▲ 44.52%
57
Sell
Feb 11, 2025
Broadcom
1.15%
▲ 190.62%
46
Buy
Feb 11, 2025
Amazon
1.08%
▲ 45.27%
36
Sell
Feb 11, 2025
Vistra Energy
1.75%
▼ 1.89%
10
Sell
Feb 11, 2025
GE Aerospace
3.56%
▲ 81.48%
27
Sell
Feb 11, 2025
Zscaler
1.65%
▲ 0.37%
30
Sell
Feb 11, 2025