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New Portfolio - New Portfolio
Steve C
New PortfolioIndividual Investor
Ranked #237,119 out of 851,848 TipRanks' Investors
Success Rate
926 out of 1817
profitable transactions
profitable transactions
Average Return
32.15%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.30%
6-Month Return▲ 7.16%
12-Month Return▲ 16.50%
YTD Return▲ 0.43%
Total Return▲ 199.46%
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%
▲ 9.25%
▲ 5.14%
▲ 5.83%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.29%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.10%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 6.40%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 6.24%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 2.65%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 2.15%
Dec 2025
▲ 5.86%
▲ 1.78%
▲ 0.43%
Jan 2026
▲ 9.25%▲ 5.14%▲ 5.83%
▲ 7.60%▲ 2.30%▼ 0.29%
▲ 2.76%▲ 2.05%▲ 0.10%
▲ 12.88%▲ 3.56%▲ 6.40%
▲ 10.96%▲ 2.38%▲ 6.24%
▼ 3.58%▲ 0.19%▼ 2.65%
▼ 0.10%▲ 0.08%▼ 2.15%
▲ 5.86%▲ 1.78%▲ 0.43%
Recent Activity
Alphabet Class A
1.52%
▲ 175.74%
59
Sell
Oct 13, 2025
ASML Holding
1.68%
▲ 43.16%
46
Sell
Oct 13, 2025
AbbVie
0.68%
▲ 21.80%
39
Sell
Oct 13, 2025
Nvidia
1.41%
▲ 566.01%
60
Sell
Oct 13, 2025
Apple
0.33%
▲ 65.52%
57
Buy
Oct 13, 2025
Advanced Micro Devices
2.23%
▲ 160.36%
66
Sell
Oct 13, 2025
Palo Alto Networks
1.06%
▲ 65.62%
53
Sell
Oct 13, 2025
Meta Platforms
1.01%
▲ 126.36%
57
Sell
Oct 13, 2025
Microsoft
0.91%
▲ 43.26%
60
Sell
Oct 13, 2025
Broadcom
0.59%
▲ 382.31%
53
Buy
Oct 13, 2025
Amazon
0.86%
▲ 67.95%
41
Sell
Oct 13, 2025
Vistra Corp
1.63%
▲ 11.89%
17
Sell
Oct 13, 2025
Veeva Systems
0.13%
▼ 25.13%
15
Buy
Oct 13, 2025
Palantir Technologies
0.1%
▲ 11.00%
9
Buy
Oct 13, 2025
Uber Technologies
0.41%
▼ 6.60%
25
Sell
Oct 13, 2025
GE Aerospace
3.19%
▲ 136.76%
34
Sell
Oct 13, 2025
Zscaler
0.75%
▼ 5.01%
38
Sell
Oct 13, 2025
Visa
1.02%
▲ 37.14%
49
Sell
Oct 13, 2025
Costco
1.32%
▲ 57.58%
56
Sell
Oct 13, 2025
Alnylam Pharma
0.54%
▼ 1.82%
7
Sell
Oct 13, 2025