tiprankstipranks
New Portfolio Portfolio
Steve CNew Portfolio
Individual Investor
Ranked #144,776 out of 562,470 TipRanks' Investors
Success Rate
35%
233 out of 667
profitable transactions
Average Return
-5.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.33%
6-Month Return▼ 6.08%
12-Month Return▼ 29.80%
YTD Return▼ 26.92%
Total Return▲ 31.34%

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

19.66%0-19.66%
Feb 2022
Mar 2022
Apr 2022
May 2022
Jun 2022
Jul 2022
Aug 2022
Sep 2022
TipRanks AverageS&P 500Investor Portfolio
▼ 6.52%▼ 2.95%▼ 2.66%
▲ 3.99%▲ 3.76%▲ 3.63%
▼ 19.66%▼ 8.78%▼ 14.14%
▲ 0.43%▲ 0.23%▼ 2.90%
▼ 10.15%▼ 8.25%▼ 10.00%
▲ 12.28%▲ 9.21%▲ 12.51%
▼ 5.22%▼ 4.08%▼ 3.06%
▼ 5.04%▼ 1.12%▼ 0.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Enviva
1.78%
▲ 5.78%
9
Buy
Aug 29, 2022
Cameco
0.48%
▲ 7.94%
5
Buy
Aug 29, 2022
CrowdStrike Holdings
2.38%
▼ 3.31%
19
Buy
Aug 29, 2022
Lam Research
1.14%
▼ 3.38%
22
Sell
Aug 29, 2022
Nvidia
0.05%
▼ 27.66%
11
Sell
Aug 29, 2022
Humana
3.56%
▲ 4.56%
16
Buy
Aug 29, 2022
Dexcom
0.52%
▼ 11.20%
13
Buy
Aug 29, 2022
Marvell
0.31%
▼ 22.67%
11
Sell
Aug 29, 2022
PepsiCo
2.73%
▲ 7.17%
12
Buy
Aug 29, 2022
Nike
1.43%
▼ 17.17%
7
Sell
Aug 29, 2022
Advanced Micro Devices
0.21%
▼ 8.44%
19
Buy
Aug 29, 2022
ChargePoint Holdings
0.32%
▼ 3.48%
11
Sell
Aug 29, 2022
Meta Platforms
0.63%
▼ 7.69%
13
Buy
Aug 29, 2022
Microsoft
2.89%
▲ 2.08%
15
Buy
Aug 29, 2022
Chipotle
9.95%
▲ 8.97%
17
Buy
Aug 29, 2022
Bausch Health Companies
1.03%
▲ 8.56%
6
Buy
Aug 29, 2022
Twilio
0.67%
▼ 18.67%
7
Sell
Aug 29, 2022
Etsy
0.35%
▲ 6.31%
16
Sell
Aug 29, 2022
Costco
2.09%
▲ 0.83%
8
Buy
Aug 29, 2022
Johnson & Johnson
1.07%
▼ 7.84%
3
Sell
Aug 29, 2022