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First Steps - New Portfolio

Stefan D

First Steps
Individual Investor
Ranked #46,598 out of 807,765 TipRanks' Investors
Success Rate
69%
87 out of 127
profitable transactions
Average Return
34.69%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.29%
6-Month Return▲ 22.10%
12-Month Return▲ 23.82%
YTD Return▲ 22.90%
Total Return▲ 187.86%

Best Trade

Opened at
Closed at
Gain▲ 412.47%

Bio

Looking to learn and grow my knowledge, preferable hand in hand with my investments

Performance

12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 9.77%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.12%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 7.81%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.91%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 1.27%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 4.34%
May 2025
▲ 6.24%
▲ 5.14%
▲ 6.31%
Jun 2025
▲ 12.56%
▲ 0.93%
▲ 2.90%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 9.77%
▲ 6.03%▲ 2.69%▲ 3.12%
▼ 12.86%▼ 1.27%▲ 7.81%
▼ 1.80%▼ 5.57%▼ 1.91%
▲ 1.84%▼ 0.87%▼ 1.27%
▲ 12.20%▲ 6.28%▲ 4.34%
▲ 6.24%▲ 5.14%▲ 6.31%
▲ 12.56%▲ 0.93%▲ 2.90%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
B2Gold
5.08%
▲ 11.52%
5
Buy
Jul 08, 2025
AGNC Investment
3.65%
▲ 11.21%
3
Buy
Jul 08, 2025
Alibaba
0%
▲ 9.19%
2
Sell
Jul 08, 2025
TMC the metals company Inc.
1.28%
▲ 0.15%
1
Open
Jul 08, 2025
Gerdau SA
2.66%
▼ 14.02%
7
Sell
Jun 24, 2025
PDD Holdings
0%
▲ 7.16%
3
Sell
Jun 24, 2025
Rio Tinto
5.93%
▼ 1.78%
4
Buy
Jun 11, 2025
PepsiCo
7.88%
▼ 1.95%
4
Buy
Jun 11, 2025
Intel
5.46%
▲ 10.93%
5
Buy
Jun 02, 2025
Shell
4.21%
▲ 22.30%
1
Open
Apr 08, 2025
Philip Morris
0%
▲ 76.16%
3
Sell
Apr 04, 2025
UnitedHealth
0%
▼ 35.20%
2
Sell
Apr 04, 2025
Bank of America
4.08%
▲ 10.65%
1
Open
Mar 20, 2025
Hasbro
18.3%
▲ 14.16%
14
Buy
Mar 17, 2025
Pfizer
6.23%
▲ 1.40%
4
Buy
Mar 17, 2025
Cisco Systems
0%
▲ 96.86%
2
Sell
Mar 04, 2025
TRONOX
0%
▼ 58.39%
2
Sell
Mar 04, 2025
Realty Income
5%
▲ 10.30%
3
Buy
Jan 10, 2025
Cameco
▼ 1.98%
3
Close
Dec 18, 2024
Lockheed Martin
4.54%
▼ 1.81%
1
Open
Dec 18, 2024