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New Portfolio - New Portfolio
Steve C
New PortfolioIndividual Investor
Ranked #216,773 out of 770,014 TipRanks' Investors
Success Rate
826 out of 1581
profitable transactions
profitable transactions
Average Return
18.26%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.25%
6-Month Return▲ 12.08%
12-Month Return▲ 33.53%
YTD Return▲ 23.88%
Total Return▲ 94.21%
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
31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 8.06%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 13.34%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.03%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 4.75%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.89%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.75%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.61%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 8.03%
Nov 2024
▼ 12.40%▼ 4.03%▼ 8.06%
▲ 11.46%▲ 5.06%▲ 13.34%
▼ 2.25%▲ 3.53%▲ 4.03%
▲ 25.72%▲ 1.21%▼ 4.75%
▼ 4.22%▲ 2.34%▲ 3.89%
▲ 7.82%▲ 2.10%▲ 2.75%
▲ 5.70%▼ 0.89%▼ 1.61%
▲ 31.73%▲ 4.73%▲ 8.03%
Recent Activity
DR Horton
1.47%
▼ 3.90%
3
Buy
Nov 24, 2024
Taiwan Semiconductor Manufacturing
1.6%
▼ 3.60%
4
Buy
Nov 24, 2024
BigBearai Holdings
0.31%
▲ 30.82%
4
Buy
Nov 24, 2024
IShares Bitcoin Trust Registered
0.78%
▼ 3.36%
2
Buy
Nov 24, 2024
AbbVie
0.48%
▲ 13.50%
29
Buy
Nov 21, 2024
CrowdStrike Holdings
1.3%
▲ 98.19%
53
Sell
Nov 21, 2024
Nvidia
3.33%
▲ 387.94%
48
Sell
Nov 21, 2024
Taiwan Semiconductor Manufacturing
3.01%
▲ 49.75%
45
Sell
Nov 21, 2024
Humana
0.92%
▼ 22.52%
49
Buy
Nov 21, 2024
Apple
1.37%
▲ 54.70%
46
Sell
Nov 21, 2024
Advanced Micro Devices
1.42%
▲ 49.31%
56
Sell
Nov 21, 2024
Palo Alto Networks
1.61%
▲ 85.34%
40
Sell
Nov 21, 2024
Meta Platforms
0.64%
▲ 82.89%
46
Sell
Nov 21, 2024
Microsoft
1.02%
▲ 39.26%
49
Buy
Nov 21, 2024
Salesforce
0.78%
▲ 48.17%
43
Sell
Nov 21, 2024
Chipotle
3.12%
▲ 80.98%
53
Sell
Nov 21, 2024
Broadcom
0.85%
▲ 160.95%
43
Sell
Nov 21, 2024
Amazon
0.81%
▲ 45.42%
33
Sell
Nov 21, 2024
Vistra Energy
1.75%
▲ 13.13%
6
Buy
Nov 21, 2024
GE Aerospace
2.8%
▲ 57.33%
24
Sell
Nov 21, 2024