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New Portfolio - New Portfolio
Steve C
New PortfolioIndividual Investor
Ranked #207,943 out of 818,742 TipRanks' Investors
Success Rate
945 out of 1772
profitable transactions
profitable transactions
Average Return
27.87%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.74%
6-Month Return▲ 26.41%
12-Month Return▲ 31.93%
YTD Return▲ 20.41%
Total Return▲ 189.05%
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
27.91%0-27.91%
▼ 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
▲ 27.91%
▲ 2.30%
▼ 0.24%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 0.14%
Aug 2025
▲ 8.78%
▲ 2.32%
▲ 4.13%
Sep 2025
▼ 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%
▲ 27.91%▲ 2.30%▼ 0.24%
▲ 4.87%▲ 2.05%▲ 0.14%
▲ 8.78%▲ 2.32%▲ 4.13%
Recent Activity
Alphabet Class A
1.26%
▲ 103.28%
57
Buy
Aug 26, 2025
ASML Holding
1.14%
▲ 8.68%
44
Sell
Aug 26, 2025
AbbVie
0.78%
▲ 21.16%
37
Buy
Aug 26, 2025
Cameco
0.8%
▲ 25.52%
20
Sell
Aug 26, 2025
CrowdStrike Holdings
1.04%
▲ 142.78%
63
Sell
Aug 26, 2025
Kratos Defense
0.41%
▼ 6.15%
3
Open
Aug 26, 2025
Nvidia
1.34%
▲ 489.11%
58
Sell
Aug 26, 2025
Apple
0.16%
▲ 55.18%
55
Sell
Aug 26, 2025
Palo Alto Networks
1.35%
▲ 90.92%
51
Sell
Aug 26, 2025
Meta Platforms
1.16%
▲ 136.73%
55
Buy
Aug 26, 2025
Microsoft
1.15%
▲ 68.23%
59
Buy
Aug 26, 2025
Salesforce
―
▲ 7.87%
51
Close
Aug 26, 2025
Broadcom
1.5%
▲ 419.25%
51
Sell
Aug 26, 2025
Tencent Holdings
0%
▼ 2.25%
3
Open
Aug 26, 2025
VanEck Semiconductor UCITS ETF Accum A USD
0.45%
▲ 29.15%
20
Sell
Aug 26, 2025
Cadence Design
1.28%
▲ 21.37%
21
Sell
Aug 26, 2025
ServiceNow
1%
▲ 23.13%
13
Sell
Aug 26, 2025
Constellation Energy Corporation
1.36%
▲ 34.60%
24
Buy
Aug 26, 2025
Eli Lilly & Co
1.77%
▼ 1.27%
17
Buy
Aug 26, 2025
Spotify
0%
▲ 52.23%
10
Sell
Aug 26, 2025