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New Portfolio - New Portfolio
Steve C
New PortfolioIndividual Investor
Ranked #174,652 out of 805,660 TipRanks' Investors
Success Rate
926 out of 1721
profitable transactions
profitable transactions
Average Return
24.50%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.77%
6-Month Return▲ 12.83%
12-Month Return▲ 24.20%
YTD Return▲ 14.89%
Total Return▲ 175.80%
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
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 9.48%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 1.11%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 6.56%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.05%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.39%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 4.82%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 11.18%
May 2025
▲ 3.20%
▲ 4.12%
▲ 5.22%
Jun 2025
▲ 25.97%▲ 5.96%▲ 9.48%
▲ 5.10%▼ 2.41%▼ 1.11%
▲ 6.03%▲ 2.69%▲ 6.56%
▼ 12.86%▼ 1.27%▼ 5.05%
▼ 1.80%▼ 5.57%▼ 7.39%
▲ 1.83%▼ 0.87%▲ 4.82%
▲ 12.21%▲ 6.28%▲ 11.18%
▲ 3.20%▲ 4.12%▲ 5.22%
Recent Activity
ASML Holding
0.86%
▲ 4.38%
41
Buy
Jun 13, 2025
Cameco
0.75%
▲ 16.21%
16
Buy
Jun 13, 2025
CrowdStrike Holdings
1.3%
▲ 172.12%
59
Sell
Jun 13, 2025
Nvidia
1.3%
▲ 445.70%
55
Sell
Jun 13, 2025
TSMC
3.44%
▲ 74.32%
52
Sell
Jun 13, 2025
Humana
0.33%
▼ 33.37%
55
Sell
Jun 13, 2025
Apple
0%
▲ 31.87%
53
Sell
Jun 13, 2025
Advanced Micro Devices
1.85%
▲ 48.48%
62
Buy
Jun 13, 2025
Palo Alto Networks
1.43%
▲ 88.52%
47
Sell
Jun 13, 2025
Meta Platforms
1.02%
▲ 128.96%
52
Sell
Jun 13, 2025
Microsoft
0.88%
▲ 65.55%
55
Sell
Jun 13, 2025
Broadcom
1.18%
▲ 316.78%
48
Sell
Jun 13, 2025
Amazon
0.93%
▲ 56.35%
37
Sell
Jun 13, 2025
Vistra Energy
1.95%
▲ 36.84%
12
Sell
Jun 13, 2025
Veeva Systems
0.58%
▼ 15.75%
12
Buy
Jun 13, 2025
Chewy
―
▲ 15.78%
6
Close
Jun 13, 2025
Uber Technologies
0.29%
▼ 0.82%
20
Buy
Jun 13, 2025
GE Aerospace
2.96%
▲ 112.92%
30
Sell
Jun 13, 2025
Zscaler
1.9%
▲ 35.87%
33
Sell
Jun 13, 2025
Visa
1.56%
▲ 43.37%
45
Sell
Jun 13, 2025