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New Portfolio - New Portfolio

Steve C

New Portfolio
Individual Investor
Ranked #240,784 out of 858,800 TipRanks' Investors
Success Rate
50%
934 out of 1873
profitable transactions
Average Return
30.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.49%
6-Month Return▼ 1.32%
12-Month Return▲ 34.10%
YTD Return▼ 1.13%
Total Return▲ 194.53%

Best Trade

Opened at
Closed at-
Gain▲ 1237.77%

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
▼ 1.12%
▼ 0.86%
▼ 1.54%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 3.75%
Mar 2026
▲ 4.98%
▲ 4.55%
▲ 5.23%
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%
▼ 1.12%▼ 0.86%▼ 1.54%
▲ 0.60%▼ 4.94%▼ 3.75%
▲ 4.98%▲ 4.55%▲ 5.23%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class A
1.36%
▲ 159.81%
61
Sell
Mar 03, 2026
ASML Holding
2.01%
▲ 41.54%
48
Sell
Mar 03, 2026
AbbVie
0.62%
▲ 20.05%
41
Sell
Mar 03, 2026
Cameco
1.76%
▲ 54.78%
23
Buy
Mar 03, 2026
CrowdStrike Holdings
0.6%
▲ 108.81%
66
Buy
Mar 03, 2026
Nvidia
1.31%
▲ 513.07%
62
Buy
Mar 03, 2026
TSMC
4.4%
▲ 161.77%
57
Sell
Mar 03, 2026
Apple
0.4%
▲ 64.65%
59
Buy
Mar 03, 2026
Advanced Micro Devices
0.6%
▲ 144.32%
68
Sell
Mar 03, 2026
Palo Alto Networks
2.37%
▲ 52.88%
56
Buy
Mar 03, 2026
Microsoft
0.85%
▲ 22.29%
61
Buy
Mar 03, 2026
Broadcom
0.58%
▲ 418.66%
54
Sell
Mar 03, 2026
Amazon
0.74%
▲ 62.86%
43
Sell
Mar 03, 2026
Micron
0.53%
▼ 10.76%
3
Open
Mar 03, 2026
Vistra Corp
0.97%
▲ 6.17%
19
Sell
Mar 03, 2026
Tencent Holdings
0%
▼ 16.97%
5
Sell
Mar 03, 2026
Palantir Technologies
0.25%
▼ 3.38%
11
Buy
Mar 03, 2026
Uber Technologies
0.38%
▼ 11.14%
27
Buy
Mar 03, 2026
GE Aerospace
3.23%
▲ 147.23%
36
Sell
Mar 03, 2026
MasTec
0.68%
▼ 5.69%
9
Buy
Mar 03, 2026