TipRanks

New Portfolio - New Portfolio

Steve C

New Portfolio
Individual Investor
Ranked #224,648 out of 882,534 TipRanks' Investors
Success Rate
49%
978 out of 2012
profitable transactions
Average Return
41.99%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.91%
6-Month Return▲ 18.13%
12-Month Return▲ 21.02%
YTD Return▲ 27.15%
Total Return▲ 280.09%

Best Trade

Opened at
Closed at-
Gain▲ 1133.28%

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

16.06%0-16.06%
▼ 0.82%
▼ 4.94%
▼ 4.15%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 15.18%
Apr 2026
▲ 15.50%
▲ 5.26%
▲ 15.53%
May 2026
▼ 5.57%
▼ 1.03%
▲ 2.80%
Jun 2026
▼ 4.52%
▲ 0.03%
▼ 3.08%
Jul 2026
▲ 11.68%
▲ 2.68%
▲ 4.24%
Aug 2026
▲ 3.10%
▼ 0.33%
▲ 3.55%
Sep 2026
▼ 4.04%
▼ 0.91%
▼ 4.91%
Oct 2026
TipRanks AverageS&P 500Investor Portfolio
▼ 0.82%▼ 4.94%▼ 4.15%
▲ 16.06%▲ 10.51%▲ 15.18%
▲ 15.50%▲ 5.26%▲ 15.53%
▼ 5.57%▼ 1.03%▲ 2.80%
▼ 4.52%▲ 0.03%▼ 3.08%
▲ 11.68%▲ 2.68%▲ 4.24%
▲ 3.10%▼ 0.33%▲ 3.55%
▼ 4.04%▼ 0.91%▼ 4.91%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class A
1.28%
▲ 123.84%
69
Buy
Oct 20, 2026
ASML Holding
1.89%
▲ 48.88%
56
Sell
Oct 20, 2026
AbbVie
0.85%
▲ 38.03%
48
Sell
Oct 20, 2026
Cameco
0.26%
▲ 13.15%
29
Sell
Oct 20, 2026
CrowdStrike Holdings
1.36%
▲ 429.87%
71
Sell
Oct 20, 2026
Nvidia
1.21%
▲ 583.73%
69
Sell
Oct 20, 2026
Apple
0.65%
▲ 114.89%
67
Sell
Oct 20, 2026
Palo Alto Networks
3.94%
▲ 234.96%
64
Sell
Oct 20, 2026
Microsoft
0.6%
▲ 69.67%
68
Sell
Oct 20, 2026
GE Aerospace
2.54%
▲ 131.08%
43
Buy
Oct 20, 2026
Visa
0.96%
▲ 68.35%
58
Sell
Oct 20, 2026
Alnylam Pharma
0.38%
▼ 37.75%
13
Buy
Oct 20, 2026
Cheniere Energy
0%
▲ 12.43%
39
Sell
Oct 20, 2026
Flex
0.8%
▲ 273.64%
45
Buy
Oct 20, 2026
Energy Transfer
0.25%
▲ 21.73%
29
Sell
Oct 20, 2026
VanEck Semiconductor ETF
1.83%
▲ 190.25%
40
Sell
Oct 20, 2026
ARM Holdings PLC ADR
0.42%
▲ 113.83%
36
Sell
Oct 20, 2026
Vertiv Holdings
1.56%
▲ 193.68%
32
Sell
Oct 20, 2026
VanEck Semiconductor UCITS ETF Accum A USD
0.63%
▲ 141.96%
28
Sell
Oct 20, 2026
Cadence Design
0.88%
▲ 14.60%
29
Sell
Oct 20, 2026