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New Portfolio - New Portfolio
Steve C
New PortfolioIndividual Investor
Ranked #232,226 out of 836,062 TipRanks' Investors
Success Rate
937 out of 1817
profitable transactions
profitable transactions
Average Return
30.20%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.31%
6-Month Return▲ 10.13%
12-Month Return▲ 24.61%
YTD Return▲ 1.37%
Total Return▲ 202.30%
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
12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 5.83%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.29%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.10%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 6.40%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 6.24%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 2.64%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 2.15%
Dec 2025
▲ 0.97%
▲ 1.11%
▲ 1.37%
Jan 2026
▲ 9.25%▲ 5.14%▲ 5.83%
▲ 7.60%▲ 2.30%▼ 0.29%
▲ 2.76%▲ 2.05%▲ 0.10%
▲ 12.88%▲ 3.56%▲ 6.40%
▲ 10.96%▲ 2.38%▲ 6.24%
▼ 3.57%▲ 0.19%▼ 2.64%
▼ 0.10%▲ 0.08%▼ 2.15%
▲ 0.97%▲ 1.11%▲ 1.37%
Recent Activity
Alphabet Class A
1.5%
▲ 165.29%
59
Sell
Oct 13, 2025
ASML Holding
1.42%
▲ 27.77%
46
Sell
Oct 13, 2025
AbbVie
0.71%
▲ 22.21%
39
Sell
Oct 13, 2025
Nvidia
1.39%
▲ 540.17%
60
Sell
Oct 13, 2025
Apple
0.34%
▲ 66.00%
57
Buy
Oct 13, 2025
Advanced Micro Devices
1.87%
▲ 111.32%
66
Sell
Oct 13, 2025
Palo Alto Networks
1.18%
▲ 79.34%
53
Sell
Oct 13, 2025
Meta Platforms
0.91%
▲ 99.99%
57
Sell
Oct 13, 2025
Microsoft
1.04%
▲ 58.00%
60
Sell
Oct 13, 2025
Broadcom
0.61%
▲ 384.86%
53
Buy
Oct 13, 2025
Amazon
0.9%
▲ 70.82%
41
Sell
Oct 13, 2025
Vistra Energy
1.55%
▲ 4.76%
17
Sell
Oct 13, 2025
Veeva Systems
0.16%
▼ 20.52%
15
Buy
Oct 13, 2025
Palantir Technologies
0.12%
▲ 25.81%
9
Buy
Oct 13, 2025
Uber Technologies
0.45%
▼ 3.29%
25
Sell
Oct 13, 2025
GE Aerospace
3.46%
▲ 147.93%
34
Sell
Oct 13, 2025
Zscaler
0.84%
▲ 2.01%
38
Sell
Oct 13, 2025
Visa
1.12%
▲ 45.34%
49
Sell
Oct 13, 2025
Costco
1.31%
▲ 51.67%
56
Sell
Oct 13, 2025
Alnylam Pharma
0.64%
▲ 9.95%
7
Sell
Oct 13, 2025