New Portfolio - New Portfolio

Steve C

New Portfolio
Individual Investor
Ranked #160,218 out of 585,885 TipRanks' Investors
Success Rate
34%
259 out of 754
profitable transactions
Average Return
-6.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.64%
6-Month Return▲ 0.45%
12-Month Return▼ 34.18%
YTD Return▼ 30.59%
Total Return▲ 24.74%

Best Trade

Opened at
Closed at
Gain▲ 379.71%

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

14.21%0-14.21%
Jul 2022
Aug 2022
Sep 2022
Oct 2022
Nov 2022
TipRanks AverageS&P 500Investor Portfolio
▲ 12.28%▲ 9.21%▲ 12.51%
▼ 5.22%▼ 4.08%▼ 3.06%
▼ 14.21%▼ 9.24%▼ 11.10%
▼ 2.92%▲ 8.13%▲ 5.33%
▼ 0.27%▲ 3.54%▲ 1.31%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Alphabet Class A
3.78%
▼ 6.30%
20
Sell
Nov 18, 2022
Enviva
0.88%
▼ 3.33%
12
Sell
Nov 18, 2022
AbbVie
1.48%
▲ 27.50%
14
Buy
Nov 18, 2022
CrowdStrike Holdings
2.25%
▼ 21.33%
23
Buy
Nov 18, 2022
Blackstone Group
0.53%
▼ 0.62%
21
Sell
Nov 18, 2022
Nvidia
0.39%
▼ 13.94%
14
Sell
Nov 18, 2022
Target
0.46%
▼ 16.72%
20
Buy
Nov 18, 2022
Marvell
0.29%
▼ 19.52%
15
Buy
Nov 18, 2022
PepsiCo
1.98%
▲ 12.07%
16
Buy
Nov 18, 2022
Vsblty Groupe Technologies
0.06%
▼ 35.91%
11
Buy
Nov 18, 2022
Nike
1.55%
▼ 16.29%
8
Buy
Nov 18, 2022
Advanced Micro Devices
3.67%
▼ 8.37%
23
Buy
Nov 18, 2022
Palo Alto Networks
2.51%
▲ 13.97%
12
Buy
Nov 18, 2022
Walt Disney
0.35%
▼ 14.07%
9
Sell
Nov 18, 2022
Chipotle
15.42%
▼ 2.67%
21
Buy
Nov 18, 2022
Bausch Health Companies
0.17%
▲ 4.04%
10
Buy
Nov 18, 2022
Bj's Wholesale Club Holdings
2.61%
▼ 5.58%
6
Buy
Nov 18, 2022
Zscaler
2%
▲ 2.56%
7
Buy
Nov 18, 2022
Visa
2.82%
▲ 1.42%
9
Buy
Nov 18, 2022
Johnson & Johnson
1.72%
▲ 1.04%
6
Buy
Nov 18, 2022