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New Portfolio - New Portfolio
Steve Brown
New PortfolioIndividual Investor
Ranked #172,701 out of 737,088 TipRanks' Investors
Success Rate
10 out of 16
profitable transactions
profitable transactions
Average Return
25.24%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.86%
6-Month Return▲ 21.53%
12-Month Return▲ 37.01%
YTD Return▲ 14.10%
Total Return▲ 20.54%
Best Trade
Bio
Long Term Plays (3+ years) with 50% Dividend Income and 50% Capital Appreciation.
Performance
14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 2.12%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 12.93%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 5.83%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.08%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.65%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.85%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 1.63%
Apr 2024
▲ 10.79%
▲ 5.47%
▲ 5.22%
May 2024
▼ 6.45%▼ 2.17%▼ 2.12%
▲ 9.22%▲ 9.13%▲ 12.93%
▲ 5.14%▲ 4.57%▲ 5.83%
▼ 1.87%▲ 1.59%▲ 1.08%
▲ 14.08%▲ 5.22%▲ 1.65%
▲ 5.05%▲ 3.27%▲ 3.85%
▼ 12.40%▼ 4.03%▲ 1.63%
▲ 10.79%▲ 5.47%▲ 5.22%
Recent Activity
BlackRock Capital Investment
―
▲ 12.30%
2
Close
Mar 18, 2024
BlackRock TCP Capital
7.69%
▲ 8.04%
1
Open
Mar 18, 2024
AT&T
7.69%
▼ 0.35%
1
Open
Jan 10, 2022
Goldman Sachs Group
7.69%
▲ 22.84%
1
Open
Jan 10, 2022
General Motors
7.69%
▼ 28.15%
1
Open
Jan 10, 2022
Dollar General
7.69%
▼ 38.02%
1
Open
Jan 10, 2022
Apple
7.69%
▲ 11.89%
1
Open
Jan 10, 2022
Amgen
7.69%
▲ 41.17%
1
Open
Jan 10, 2022
Petroleo Brasileiro SA- Petrobras
7.69%
▲ 199.78%
1
Open
Jan 10, 2022
Ternium SA
7.69%
▲ 12.22%
1
Open
Jan 10, 2022
Rio Tinto
7.69%
▲ 20.02%
1
Open
Jan 10, 2022
Golden Ocean Group
7.69%
▲ 103.47%
1
Open
Jan 10, 2022
Annexon Biosciences
―
▼ 38.09%
2
Close
Jan 10, 2022
Open Lending
―
▼ 11.74%
2
Close
Jan 10, 2022
Tencent Music Entertainment Group
7.69%
▲ 113.63%
1
Open
Nov 29, 2021
Two Harbors
7.69%
▼ 25.22%
1
Open
Nov 29, 2021