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New Portfolio - New Portfolio
Steve C
New PortfolioIndividual Investor
Ranked #211,106 out of 828,953 TipRanks' Investors
Success Rate
937 out of 1817
profitable transactions
profitable transactions
Average Return
28.93%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.97%
6-Month Return▲ 15.30%
12-Month Return▲ 26.54%
YTD Return▲ 24.02%
Total Return▲ 197.72%
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%
▲ 0.80%
▼ 0.87%
▲ 4.97%
Apr 2025
▲ 11.64%
▲ 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%
▲ 6.42%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 6.33%
Oct 2025
▼ 6.61%
▼ 3.22%
▼ 5.28%
Nov 2025
▲ 0.80%▼ 0.87%▲ 4.97%
▲ 11.64%▲ 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%▲ 6.42%
▲ 10.96%▲ 2.38%▲ 6.33%
▼ 6.61%▼ 3.22%▼ 5.28%
Recent Activity
Alphabet Class A
1.34%
▲ 131.59%
59
Sell
Oct 13, 2025
ASML Holding
1.22%
▲ 16.54%
46
Sell
Oct 13, 2025
AbbVie
0.76%
▲ 24.32%
39
Sell
Oct 13, 2025
Nvidia
1.39%
▲ 527.40%
60
Sell
Oct 13, 2025
Apple
0.36%
▲ 71.39%
57
Buy
Oct 13, 2025
Advanced Micro Devices
2.14%
▲ 137.76%
66
Sell
Oct 13, 2025
Palo Alto Networks
1.27%
▲ 88.93%
53
Sell
Oct 13, 2025
Meta Platforms
0.86%
▲ 86.02%
57
Sell
Oct 13, 2025
Microsoft
1.09%
▲ 62.87%
60
Sell
Oct 13, 2025
Broadcom
0.64%
▲ 395.61%
53
Buy
Oct 13, 2025
Amazon
0.83%
▲ 55.87%
41
Sell
Oct 13, 2025
Vistra Energy
1.83%
▲ 18.79%
17
Sell
Oct 13, 2025
Veeva Systems
0.18%
▼ 15.70%
15
Buy
Oct 13, 2025
Palantir Technologies
0.11%
▲ 20.17%
9
Buy
Oct 13, 2025
Uber Technologies
0.48%
▼ 1.44%
25
Sell
Oct 13, 2025
GE Aerospace
3.32%
▲ 134.47%
34
Sell
Oct 13, 2025
Zscaler
1.14%
▲ 27.95%
38
Sell
Oct 13, 2025
Visa
1.04%
▲ 32.88%
49
Sell
Oct 13, 2025
Costco
1.3%
▲ 48.49%
56
Sell
Oct 13, 2025
Alnylam Pharma
0.76%
▲ 24.03%
7
Sell
Oct 13, 2025