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New Portfolio - New Portfolio
Steve C
New PortfolioIndividual Investor
Ranked #189,544 out of 825,227 TipRanks' Investors
Success Rate
980 out of 1817
profitable transactions
profitable transactions
Average Return
34.12%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 7.79%
6-Month Return▲ 35.24%
12-Month Return▲ 37.40%
YTD Return▲ 32.13%
Total Return▲ 217.18%
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%
▼ 6.38%
▼ 5.57%
▼ 7.39%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 4.97%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 11.18%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.84%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.24%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.14%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 6.43%
Sep 2025
▲ 10.60%
▲ 2.86%
▲ 7.36%
Oct 2025
▼ 6.38%▼ 5.57%▼ 7.39%
▲ 0.80%▼ 0.87%▲ 4.97%
▲ 11.63%▲ 6.28%▲ 11.18%
▲ 9.25%▲ 5.14%▲ 5.84%
▲ 7.60%▲ 2.30%▼ 0.24%
▲ 2.76%▲ 2.05%▲ 0.14%
▲ 12.88%▲ 3.56%▲ 6.43%
▲ 10.60%▲ 2.86%▲ 7.36%
Recent Activity
Alphabet Class A
1.2%
▲ 119.36%
59
Sell
Oct 13, 2025
ASML Holding
1.22%
▲ 19.74%
46
Sell
Oct 13, 2025
AbbVie
0.7%
▲ 23.06%
39
Sell
Oct 13, 2025
Nvidia
1.39%
▲ 562.45%
60
Sell
Oct 13, 2025
Apple
0.34%
▲ 72.10%
57
Buy
Oct 13, 2025
Advanced Micro Devices
2.29%
▲ 168.09%
66
Sell
Oct 13, 2025
Palo Alto Networks
1.32%
▲ 107.06%
53
Sell
Oct 13, 2025
Meta Platforms
1.03%
▲ 129.77%
57
Sell
Oct 13, 2025
Microsoft
1.11%
▲ 75.32%
60
Sell
Oct 13, 2025
Broadcom
0.65%
▲ 426.98%
53
Buy
Oct 13, 2025
Amazon
0.8%
▲ 58.66%
41
Sell
Oct 13, 2025
Vistra Energy
1.99%
▲ 33.58%
17
Sell
Oct 13, 2025
Veeva Systems
0.19%
▼ 12.46%
15
Buy
Oct 13, 2025
Palantir Technologies
0.12%
▲ 33.11%
9
Buy
Oct 13, 2025
Uber Technologies
0.48%
▲ 1.69%
25
Sell
Oct 13, 2025
GE Aerospace
3.33%
▲ 146.52%
34
Sell
Oct 13, 2025
Zscaler
1.21%
▲ 39.79%
38
Sell
Oct 13, 2025
Visa
1.07%
▲ 43.29%
49
Sell
Oct 13, 2025
Costco
1.28%
▲ 53.75%
56
Sell
Oct 13, 2025
Alnylam Pharma
0.75%
▲ 27.67%
7
Sell
Oct 13, 2025