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Plans & Pricing
New Portfolio
Portfolio
Performance
Portfolio Details
Steve C
New 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
Asset
SolarEdge T... (SEDG)
Opened at
Apr 20, 2018
Closed at
Nov 23, 2020
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.
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
19.66%
0
-19.66%
Feb 2022
Mar 2022
Apr 2022
May 2022
Jun 2022
Jul 2022
Aug 2022
Sep 2022
TipRanks Average
S&P 500
Investor 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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EVA
Enviva
1.78%
▲ 5.78%
9
Buy
Aug 29, 2022
CCJ
Cameco
0.48%
▲ 7.94%
5
Buy
Aug 29, 2022
CRWD
CrowdStrike Holdings
2.38%
▼ 3.31%
19
Buy
Aug 29, 2022
LRCX
Lam Research
1.14%
▼ 3.38%
22
Sell
Aug 29, 2022
NVDA
Nvidia
0.05%
▼ 27.66%
11
Sell
Aug 29, 2022
HUM
Humana
3.56%
▲ 4.56%
16
Buy
Aug 29, 2022
DXCM
Dexcom
0.52%
▼ 11.20%
13
Buy
Aug 29, 2022
MRVL
Marvell
0.31%
▼ 22.67%
11
Sell
Aug 29, 2022
PEP
PepsiCo
2.73%
▲ 7.17%
12
Buy
Aug 29, 2022
NKE
Nike
1.43%
▼ 17.17%
7
Sell
Aug 29, 2022
AMD
Advanced Micro Devices
0.21%
▼ 8.44%
19
Buy
Aug 29, 2022
CHPT
ChargePoint Holdings
0.32%
▼ 3.48%
11
Sell
Aug 29, 2022
META
Meta Platforms
0.63%
▼ 7.69%
13
Buy
Aug 29, 2022
MSFT
Microsoft
2.89%
▲ 2.08%
15
Buy
Aug 29, 2022
CMG
Chipotle
9.95%
▲ 8.97%
17
Buy
Aug 29, 2022
BHC
Bausch Health Companies
1.03%
▲ 8.56%
6
Buy
Aug 29, 2022
TWLO
Twilio
0.67%
▼ 18.67%
7
Sell
Aug 29, 2022
ETSY
Etsy
0.35%
▲ 6.31%
16
Sell
Aug 29, 2022
COST
Costco
2.09%
▲ 0.83%
8
Buy
Aug 29, 2022
JNJ
Johnson & Johnson
1.07%
▼ 7.84%
3
Sell
Aug 29, 2022
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