New Portfolio - New Portfolio

Steve caldera

New Portfolio
Individual Investor
Ranked #81,023 out of 757,492 TipRanks' Investors
Success Rate
62%
32 out of 52
profitable transactions
Average Return
37.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.68%
6-Month Return▲ 11.68%
12-Month Return▲ 56.89%
YTD Return▲ 24.86%
Total Return▲ 50.20%

Best Trade

Opened at
Closed at-
Gain▲ 756.43%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 5.46%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 9.58%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.76%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.90%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.25%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 4.72%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 0.02%
Aug 2024
▲ 5.59%
▲ 1.30%
▲ 0.54%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 5.46%
▲ 5.05%▲ 3.27%▲ 9.58%
▼ 12.40%▼ 4.03%▼ 4.76%
▲ 11.46%▲ 5.06%▲ 6.90%
▼ 2.25%▲ 3.53%▲ 1.25%
▲ 25.76%▲ 1.21%▲ 4.72%
▼ 4.21%▲ 2.34%▼ 0.02%
▲ 5.59%▲ 1.30%▲ 0.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
OZ Minerals Limited
▲ 28.56%
3
Close
Apr 27, 2023
Taiwan Semiconductor Manufacturing
0%
▲ 148.97%
1
Open
Nov 14, 2022
Renaissance IPO ETF
0%
▲ 51.55%
1
Open
Nov 11, 2022
Advanced Micro Devices
0%
▲ 161.58%
1
Open
Nov 09, 2022
Nvidia
0%
▲ 756.43%
1
Open
Nov 09, 2022
Truist Financial
1.49%
▲ 7.38%
3
Sell
Nov 04, 2022
FlexShopper
0.56%
▼ 36.93%
3
Sell
Nov 04, 2022
Vir Biotechnology
0%
▼ 69.06%
1
Open
Nov 04, 2022
M&T Bank
▲ 0.83%
4
Close
Nov 01, 2022
UMB Financial
2.27%
▲ 37.82%
4
Sell
Nov 01, 2022
Spotify Technology SA
▼ 5.03%
3
Close
Nov 01, 2022
DaVita
▼ 4.30%
3
Close
Nov 01, 2022
Arcus Biosciences
▼ 2.16%
2
Close
Nov 01, 2022
Harmonic
0%
▲ 1.80%
1
Open
Nov 01, 2022
PTC Therapeutics
0%
▼ 4.16%
1
Open
Nov 01, 2022
EOG Resources
29.54%
▲ 0.62%
3
Buy
Oct 30, 2022
Elevance Health
57.52%
▲ 2.65%
4
Buy
Oct 30, 2022
Global Payments
▼ 4.78%
3
Close
Oct 29, 2022
Qualcomm
▼ 0.82%
3
Close
Oct 29, 2022
HCA Healthcare
8.62%
▲ 89.56%
3
Buy
Oct 29, 2022