MG IRA - New Portfolio

Sal Bonetti

MG IRA
Individual Investor
Ranked #14,732 out of 794,582 TipRanks' Investors
Success Rate
79%
67 out of 85
profitable transactions
Average Return
20.15%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.68%
6-Month Return▼ 3.63%
12-Month Return▲ 12.96%
YTD Return▼ 3.26%
Total Return▲ 38.89%

Best Trade

Opened at
Closed at-
Gain▲ 129.68%

Bio

Moderate Growth & Income focused

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 2.41%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.60%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.32%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 4.68%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 4.21%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.25%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.84%
Mar 2025
▼ 9.96%
▼ 9.67%
▼ 7.51%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 2.41%
▲ 10.00%▼ 0.89%▼ 1.60%
▲ 26.01%▲ 5.96%▲ 5.32%
▲ 5.33%▼ 2.41%▼ 4.68%
▲ 5.87%▲ 2.69%▲ 4.21%
▼ 12.86%▼ 1.27%▲ 2.25%
▼ 1.80%▼ 5.57%▼ 1.84%
▼ 9.96%▼ 9.67%▼ 7.51%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walker & Dunlop
▲ 17.15%
4
Close
Mar 05, 2025
McKesson
2.85%
▲ 6.80%
1
Open
Mar 05, 2025
Visa
2.61%
▲ 1.84%
2
Buy
Jan 14, 2025
Garmin
▲ 107.67%
4
Close
Jan 11, 2025
Verizon
2.33%
▲ 26.17%
3
Buy
Dec 17, 2024
VICI Properties
3.98%
▲ 5.67%
3
Buy
Dec 17, 2024
Texas Instruments
▲ 17.09%
3
Close
Dec 17, 2024
TSMC
3.52%
▲ 56.04%
3
Sell
Dec 17, 2024
Tractor Supply
3.82%
▲ 22.53%
3
Sell
Dec 17, 2024
Stag Industrial
1.92%
▲ 0.90%
3
Sell
Dec 17, 2024
NextEra Energy
4.04%
▼ 5.79%
3
Buy
Dec 17, 2024
Microsoft
1.87%
▲ 13.89%
3
Sell
Dec 17, 2024
Home Depot
1.84%
▲ 25.83%
3
Sell
Dec 17, 2024
Goldman Sachs Group
3.92%
▲ 48.48%
3
Sell
Dec 17, 2024
CME Group
2.12%
▲ 51.42%
3
Sell
Dec 17, 2024
Brookfield Infrastructure
3.4%
▼ 16.03%
3
Buy
Dec 17, 2024
Broadcom
2.13%
▲ 108.68%
3
Sell
Dec 17, 2024
American Tower
4.81%
▲ 19.88%
3
Buy
Dec 17, 2024
Mid-America Apartment
2.07%
▲ 5.37%
3
Buy
Dec 17, 2024
Apple
1.77%
▲ 7.52%
3
Sell
Dec 17, 2024