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Working with TipRanks
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New Portfolio - New Portfolio
Steve C
New PortfolioIndividual Investor
Ranked #260,924 out of 730,435 TipRanks' Investors
Success Rate
647 out of 1415
profitable transactions
profitable transactions
Average Return
9.78%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 9.22%
6-Month Return▲ 11.74%
12-Month Return▲ 13.76%
YTD Return▼ 4.78%
Total Return▲ 46.92%
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
14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 6.07%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 1.24%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 8.58%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 5.69%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 3.06%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 8.82%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 5.71%
Mar 2024
▼ 13.70%
▼ 3.74%
▼ 9.95%
Apr 2024
▼ 4.52%▼ 4.74%▼ 6.07%
▼ 6.45%▼ 2.17%▼ 1.24%
▲ 9.22%▲ 9.13%▲ 8.58%
▲ 5.14%▲ 4.57%▲ 5.69%
▼ 1.87%▲ 1.59%▲ 3.06%
▲ 14.08%▲ 5.22%▲ 8.82%
▲ 5.05%▲ 3.27%▼ 5.71%
▼ 13.70%▼ 3.74%▼ 9.95%