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New Portfolio - New Portfolio
Steve C
New PortfolioIndividual Investor
Ranked #206,853 out of 832,231 TipRanks' Investors
Success Rate
952 out of 1817
profitable transactions
profitable transactions
Average Return
32.49%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.73%
6-Month Return▲ 13.30%
12-Month Return▲ 24.59%
YTD Return▲ 28.57%
Total Return▲ 208.59%
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%
▲ 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%
▲ 6.43%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 6.33%
Oct 2025
▼ 3.44%
▲ 0.19%
▼ 2.63%
Nov 2025
▲ 2.00%
▲ 0.85%
▲ 0.82%
Dec 2025
▲ 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%▲ 6.43%
▲ 10.96%▲ 2.38%▲ 6.33%
▼ 3.44%▲ 0.19%▼ 2.63%
▲ 2.00%▲ 0.85%▲ 0.82%
Recent Activity
Alphabet Class A
1.42%
▲ 154.69%
59
Sell
Oct 13, 2025
ASML Holding
1.31%
▲ 23.55%
46
Sell
Oct 13, 2025
AbbVie
0.7%
▲ 22.18%
39
Sell
Oct 13, 2025
Nvidia
1.34%
▲ 525.95%
60
Sell
Oct 13, 2025
Apple
0.36%
▲ 78.17%
57
Buy
Oct 13, 2025
Advanced Micro Devices
1.98%
▲ 128.61%
66
Sell
Oct 13, 2025
Palo Alto Networks
1.16%
▲ 78.93%
53
Sell
Oct 13, 2025
Meta Platforms
0.91%
▲ 101.74%
57
Sell
Oct 13, 2025
Microsoft
1.03%
▲ 59.77%
60
Sell
Oct 13, 2025
Broadcom
0.74%
▲ 491.49%
53
Buy
Oct 13, 2025
Amazon
0.82%
▲ 60.74%
41
Sell
Oct 13, 2025
Vistra Energy
1.77%
▲ 18.90%
17
Sell
Oct 13, 2025
Veeva Systems
0.15%
▼ 22.25%
15
Buy
Oct 13, 2025
Palantir Technologies
0.12%
▲ 32.14%
9
Buy
Oct 13, 2025
Uber Technologies
0.43%
▼ 4.50%
25
Sell
Oct 13, 2025
GE Aerospace
3.12%
▲ 129.04%
34
Sell
Oct 13, 2025
Zscaler
0.91%
▲ 9.76%
38
Sell
Oct 13, 2025
Visa
1.08%
▲ 42.69%
49
Sell
Oct 13, 2025
Costco
1.24%
▲ 46.82%
56
Sell
Oct 13, 2025
Alnylam Pharma
0.65%
▲ 12.91%
7
Sell
Oct 13, 2025