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New Portfolio - New Portfolio
Steve C
New PortfolioIndividual Investor
Ranked #187,929 out of 825,627 TipRanks' Investors
Success Rate
976 out of 1817
profitable transactions
profitable transactions
Average Return
34.89%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 8.11%
6-Month Return▲ 35.64%
12-Month Return▲ 37.81%
YTD Return▲ 32.52%
Total Return▲ 218.12%
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
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 7.39%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 4.97%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 11.18%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.84%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.24%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.14%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 6.43%
Sep 2025
▲ 10.60%
▲ 3.13%
▲ 7.68%
Oct 2025
▼ 6.38%▼ 5.57%▼ 7.39%
▲ 0.80%▼ 0.87%▲ 4.97%
▲ 11.63%▲ 6.28%▲ 11.18%
▲ 9.25%▲ 5.14%▲ 5.84%
▲ 7.60%▲ 2.30%▼ 0.24%
▲ 2.76%▲ 2.05%▲ 0.14%
▲ 12.88%▲ 3.56%▲ 6.43%
▲ 10.60%▲ 3.13%▲ 7.68%
Recent Activity
Alphabet Class A
1.19%
▲ 117.90%
59
Sell
Oct 13, 2025
ASML Holding
1.21%
▲ 19.30%
46
Sell
Oct 13, 2025
AbbVie
0.7%
▲ 22.95%
39
Sell
Oct 13, 2025
Nvidia
1.46%
▲ 595.45%
60
Sell
Oct 13, 2025
Apple
0.34%
▲ 72.22%
57
Buy
Oct 13, 2025
Advanced Micro Devices
2.27%
▲ 166.38%
66
Sell
Oct 13, 2025
Palo Alto Networks
1.33%
▲ 108.08%
53
Sell
Oct 13, 2025
Meta Platforms
1.03%
▲ 129.94%
57
Sell
Oct 13, 2025
Microsoft
1.13%
▲ 78.80%
60
Sell
Oct 13, 2025
Broadcom
0.67%
▲ 442.87%
53
Buy
Oct 13, 2025
Amazon
0.81%
▲ 60.09%
41
Sell
Oct 13, 2025
Vistra Energy
1.9%
▲ 28.40%
17
Sell
Oct 13, 2025
Veeva Systems
0.19%
▼ 13.10%
15
Buy
Oct 13, 2025
Palantir Technologies
0.12%
▲ 33.36%
9
Buy
Oct 13, 2025
Uber Technologies
0.47%
▲ 1.13%
25
Sell
Oct 13, 2025
GE Aerospace
3.29%
▲ 144.34%
34
Sell
Oct 13, 2025
Zscaler
1.22%
▲ 40.73%
38
Sell
Oct 13, 2025
Visa
1.06%
▲ 42.93%
49
Sell
Oct 13, 2025
Costco
1.27%
▲ 52.85%
56
Sell
Oct 13, 2025
Alnylam Pharma
0.74%
▲ 27.08%
7
Sell
Oct 13, 2025