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Steep Brook Capital
- New Portfolio
Performance
Portfolio Details
STEEP BROOK CAPITAL
Steep Brook Capital
Individual Investor
Ranked #82,345 out of 731,625 TipRanks' Investors
Success Rate
69%
18 out of 26
profitable transactions
Average Return
24.87%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▼ 3.98%
6-Month Return
▲ 24.18%
12-Month Return
▲ 38.77%
YTD Return
▲ 10.13%
Total Return
▲ 45.93%
Best Trade
Asset
Meta Platforms (META)
Opened at
Feb 17, 2023
Closed at
-
Gain
▲ 154.31%
Bio
Steep Brook Capital is a long-only fund that focuses on value and GARP investing to attain a return. The fund aims for a 15%-20% annual return.
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
14.08%
0
-14.08%
▼ 6.45%
▼ 2.17%
▼ 1.65%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.34%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 8.31%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.72%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 7.86%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.70%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.16%
Apr 2024
▼ 1.77%
▼ 0.32%
▲ 0.14%
May 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 6.45%
▼ 2.17%
▼ 1.65%
▲ 9.22%
▲ 9.13%
▲ 9.34%
▲ 5.14%
▲ 4.57%
▲ 8.31%
▼ 1.87%
▲ 1.59%
▲ 1.72%
▲ 14.08%
▲ 5.22%
▲ 7.86%
▲ 5.05%
▲ 3.27%
▲ 5.70%
▼ 12.40%
▼ 4.03%
▼ 5.16%
▼ 1.77%
▼ 0.32%
▲ 0.14%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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CI
Cigna
―
▼ 5.51%
2
Close
Dec 05, 2023
HSY
The Hershey Company
5.09%
▲ 4.25%
2
Buy
Nov 30, 2023
NXST
Nexstar Media Group
―
▼ 10.22%
2
Close
Nov 28, 2023
DKS
Dick's Sporting Goods
5.76%
▲ 60.90%
1
Open
Nov 28, 2023
ZROZ
PIMCO 25+ Year Zero Coupon US Treasury Index ETF
9.08%
▲ 2.29%
1
Open
Nov 09, 2023
WBD
Warner Bros
―
▼ 37.71%
2
Close
Nov 08, 2023
JEF
Jefferies
7.35%
▲ 32.47%
3
Buy
Nov 07, 2023
CRH
CRH plc
4.38%
▲ 35.47%
1
Open
Nov 07, 2023
~CRH
CRH
3%
0.00%
1
Open
Oct 19, 2023
MLM
Martin Marietta Materials
6.65%
▲ 38.71%
2
Buy
Sep 25, 2023
SCPL
SciPlay
―
▲ 17.79%
2
Close
Jul 31, 2023
KNF
Knife River Corporation
4.45%
▲ 78.84%
1
Open
Jul 31, 2023
HPQ
HP
5.25%
▼ 2.36%
2
Buy
May 31, 2023
TBT
ProShares UltraShort 20+ Year Treasury
―
▲ 0.93%
2
Close
May 10, 2023
GS
Goldman Sachs Group
9.74%
▲ 34.89%
1
Open
Apr 03, 2023
C
Citigroup
―
▼ 12.35%
2
Close
Mar 21, 2023
GOOGL
Alphabet Class A
―
▲ 11.20%
2
Close
Mar 21, 2023
META
Meta Platforms
9.62%
▲ 135.90%
2
Buy
Mar 21, 2023
SPY
SPDR S&P 500 ETF Trust
―
▼ 1.68%
2
Close
Mar 21, 2023
V
Visa
3.17%
▲ 21.39%
1
Open
Mar 21, 2023
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