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New Portfolio - New Portfolio
Steve C
New PortfolioIndividual Investor
Ranked #247,694 out of 705,266 TipRanks' Investors
Success Rate
537 out of 1145
profitable transactions
profitable transactions
Average Return
2.88%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.55%
6-Month Return▲ 4.23%
12-Month Return▲ 15.16%
YTD Return▲ 27.81%
Total Return▲ 47.60%
Best Trade
Bio
Long Term Investor...Balanced Portfolio...Disruptive Company's as well as Established well run
Best of Breed. Growth and Value. Actively manage. Will take some Risk of shorter or longer-term duration with less than 1-2 % of Value. Lots of research.
Performance
11.13%0-11.13%
Apr 2023
May 2023
Jun 2023
Jul 2023
Aug 2023
Sep 2023
Oct 2023
Nov 2023
▼ 4.52%▲ 1.60%▼ 0.31%
▲ 5.30%▲ 0.46%▲ 4.67%
▲ 10.44%▲ 6.48%▲ 3.33%
▲ 11.13%▲ 3.27%▲ 3.06%
▼ 8.63%▼ 1.63%▼ 2.48%
▼ 4.53%▼ 4.74%▼ 6.07%
▼ 6.45%▼ 2.17%▼ 1.24%
▲ 9.22%▲ 9.13%▲ 8.58%