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New Portfolio - New Portfolio
Steve C
New PortfolioIndividual Investor
Ranked #211,950 out of 812,326 TipRanks' Investors
Success Rate
908 out of 1751
profitable transactions
profitable transactions
Average Return
25.04%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.26%
6-Month Return▲ 7.33%
12-Month Return▲ 33.52%
YTD Return▲ 14.28%
Total Return▲ 174.34%
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
27.86%0-27.86%
▲ 6.03%
▲ 2.69%
▲ 6.56%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.05%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.39%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 4.97%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 11.18%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.84%
Jun 2025
▲ 27.86%
▲ 2.30%
▼ 0.24%
Jul 2025
▲ 0.42%
▲ 0.11%
▼ 1.03%
Aug 2025
▲ 6.03%▲ 2.69%▲ 6.56%
▼ 12.86%▼ 1.27%▼ 5.05%
▼ 1.80%▼ 5.57%▼ 7.39%
▲ 1.84%▼ 0.87%▲ 4.97%
▲ 12.20%▲ 6.28%▲ 11.18%
▲ 6.24%▲ 5.14%▲ 5.84%
▲ 27.86%▲ 2.30%▼ 0.24%
▲ 0.42%▲ 0.11%▼ 1.03%
Recent Activity
AbbVie
0.55%
▲ 17.62%
36
Sell
Aug 04, 2025
Cameco
0.83%
▲ 19.59%
19
Sell
Aug 04, 2025
CrowdStrike Holdings
1.09%
▲ 131.61%
62
Sell
Aug 04, 2025
Nvidia
1.57%
▲ 525.33%
57
Sell
Aug 04, 2025
TSMC
3.58%
▲ 83.13%
54
Sell
Aug 04, 2025
Palo Alto Networks
1.23%
▲ 58.00%
50
Sell
Aug 04, 2025
Meta Platforms
1.14%
▲ 137.16%
54
Sell
Aug 04, 2025
Microsoft
0.95%
▲ 73.86%
58
Sell
Aug 04, 2025
Salesforce
0.47%
▲ 6.72%
50
Sell
Aug 04, 2025
Broadcom
1.46%
▲ 355.63%
50
Sell
Aug 04, 2025
Amazon
0.97%
▲ 56.24%
39
Sell
Aug 04, 2025
Vistra Energy
2.19%
▲ 43.29%
15
Sell
Aug 04, 2025
Uber Technologies
0.47%
▲ 0.01%
23
Buy
Aug 04, 2025
Zscaler
1.77%
▲ 20.61%
36
Sell
Aug 04, 2025
Costco
1.68%
▲ 61.22%
54
Sell
Aug 04, 2025
Alnylam Pharma
0.62%
▲ 25.34%
5
Sell
Aug 04, 2025
Cheniere Energy
0.48%
▼ 0.31%
29
Buy
Aug 04, 2025
Waste Management
1.22%
▲ 6.14%
34
Sell
Aug 04, 2025
Flex
0.83%
▲ 135.41%
34
Sell
Aug 04, 2025
Energy Transfer
0.71%
▲ 5.97%
18
Buy
Aug 04, 2025