tiprankstipranks

New Portfolio - New Portfolio

steve.chv@gmail.com

New Portfolio
Individual Investor
Ranked #8,859 out of 732,952 TipRanks' Investors
Success Rate
67%
181 out of 269
profitable transactions
Average Return
71.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.63%
6-Month Return▲ 23.50%
12-Month Return▲ 25.67%
YTD Return▲ 8.34%
Total Return▲ 165.62%

Best Trade

Opened at
Closed at-
Gain▲ 1658.26%

Bio

Buy businesses you want to own for years.

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 5.65%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.84%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 7.98%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.70%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 7.03%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.66%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.86%
Apr 2024
▲ 8.77%
▲ 2.91%
▲ 3.43%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 5.65%
▲ 9.22%▲ 9.13%▲ 9.84%
▲ 5.14%▲ 4.57%▲ 7.98%
▼ 1.87%▲ 1.59%▼ 1.70%
▲ 14.08%▲ 5.22%▲ 7.03%
▲ 5.05%▲ 3.27%▲ 4.66%
▼ 12.40%▼ 4.03%▼ 4.86%
▲ 8.77%▲ 2.91%▲ 3.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Financial Select Sector SPDR Fund
▲ 47.93%
3
Close
Mar 01, 2024
Coherent Corp
▲ 3.91%
4
Close
Feb 29, 2024
Trade Desk
0%
▲ 821.66%
7
Sell
Feb 29, 2024
3M
▼ 33.56%
3
Close
Feb 14, 2024
Li-Cycle Holdings
▼ 95.78%
3
Close
Feb 09, 2024
Vanguard Dividend Appreciation ETF
▲ 30.38%
2
Close
Jan 31, 2024
Meta Platforms
0%
▲ 4.98%
12
Open
Jan 20, 2024
Zscaler
0.36%
▼ 26.56%
1
Open
Jan 20, 2024
DuPont de Nemours
0.26%
▲ 2.04%
11
Sell
Jan 18, 2024
Seagen
▲ 46.55%
2
Close
Dec 12, 2023
Etsy
▼ 67.09%
3
Close
Sep 13, 2023
J.P. Morgan Nasdaq Equity Premium Income ETF
0.65%
▲ 22.34%
2
Buy
Jul 13, 2023
Cogent Biosciences
0.11%
▼ 38.14%
2
Buy
Jul 12, 2023
Medical Properties
▼ 47.60%
4
Close
Jun 07, 2023
AT&T
▼ 23.18%
5
Close
May 23, 2023
Nvidia
2.83%
▲ 1,658.26%
2
Sell
May 22, 2023
Rayonier Advanced Materials
▼ 58.66%
5
Close
May 11, 2023
Carlyle Group
0%
▲ 43.87%
1
Open
May 01, 2023
L3Harris Technologies
0.94%
▲ 123.04%
3
Buy
Apr 28, 2023
JPMorgan Equity Premium Income ETF
0.46%
▲ 11.63%
2
Sell
Apr 26, 2023