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First Steps - New Portfolio

Stefan D

First Steps
Individual Investor
Ranked #25,010 out of 821,418 TipRanks' Investors
Success Rate
79%
108 out of 137
profitable transactions
Average Return
40.61%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.74%
6-Month Return▲ 41.48%
12-Month Return▲ 28.13%
YTD Return▲ 41.11%
Total Return▲ 230.51%

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

22.60%0-22.60%
▼ 15.60%
▼ 5.57%
▼ 1.92%
Mar 2025
▼ 3.50%
▼ 0.87%
▼ 1.27%
Apr 2025
▲ 7.77%
▲ 6.28%
▲ 4.34%
May 2025
▲ 2.59%
▲ 5.14%
▲ 6.31%
Jun 2025
▲ 22.60%
▲ 2.30%
▲ 1.10%
Jul 2025
▼ 1.95%
▲ 2.05%
▲ 11.21%
Aug 2025
▲ 6.01%
▲ 3.56%
▲ 3.45%
Sep 2025
▲ 1.27%
▲ 0.45%
▲ 1.59%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 15.60%▼ 5.57%▼ 1.92%
▼ 3.50%▼ 0.87%▼ 1.27%
▲ 7.77%▲ 6.28%▲ 4.34%
▲ 2.59%▲ 5.14%▲ 6.31%
▲ 22.60%▲ 2.30%▲ 1.10%
▼ 1.95%▲ 2.05%▲ 11.21%
▲ 6.01%▲ 3.56%▲ 3.45%
▲ 1.27%▲ 0.45%▲ 1.59%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AT&T
6.05%
▲ 75.61%
8
Sell
Sep 09, 2025
Sunrun
▼ 40.50%
3
Close
Sep 09, 2025
Unity Software
▲ 51.78%
13
Close
Sep 09, 2025
UnitedHealth
2.88%
▼ 21.02%
4
Open
Sep 09, 2025
TMC the metals company Inc.
▼ 20.73%
3
Close
Sep 09, 2025
Verizon
2.79%
▲ 0.23%
1
Open
Sep 09, 2025
LyondellBasell
1.98%
▼ 9.05%
1
Open
Sep 09, 2025
B2Gold
4.87%
▲ 63.09%
6
Sell
Aug 22, 2025
Prologis
2.81%
▲ 5.19%
1
Open
Aug 22, 2025
FirstEnergy
1.1%
▲ 4.51%
1
Open
Aug 13, 2025
Novo Nordisk
3.81%
▲ 18.08%
1
Open
Aug 13, 2025
Torm
1.4%
▲ 17.21%
1
Open
Aug 13, 2025
Cisco Systems
▲ 104.74%
3
Close
Aug 09, 2025
Philip Morris
▲ 66.77%
4
Close
Aug 09, 2025
TRONOX
▼ 76.59%
3
Close
Aug 09, 2025
PDD Holdings
▲ 15.46%
4
Close
Aug 09, 2025
Alibaba
▲ 21.39%
3
Close
Aug 09, 2025
Bristol-Myers Squibb
1.09%
▲ 0.32%
1
Open
Aug 09, 2025
Federal Realty
1.59%
▲ 9.93%
1
Open
Aug 09, 2025
Portland GE
1.03%
▲ 3.57%
1
Open
Aug 09, 2025