tiprankstipranks

MG IRA - New Portfolio

Sal Bonetti

MG IRA
Individual Investor
Ranked #20,164 out of 783,845 TipRanks' Investors
Success Rate
82%
69 out of 84
profitable transactions
Average Return
29.94%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.88%
6-Month Return▲ 10.41%
12-Month Return▲ 25.96%
YTD Return▲ 3.43%
Total Return▲ 48.03%

Best Trade

Opened at
Closed at-
Gain▲ 246.35%

Bio

Moderate Growth & Income focused

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 2.00%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 4.25%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.84%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.41%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.67%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.31%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.89%
Dec 2024
▲ 4.46%
▲ 2.69%
▲ 3.43%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 2.00%
▲ 8.13%▲ 1.21%▲ 4.25%
▼ 13.14%▲ 2.34%▲ 3.84%
▲ 2.93%▲ 2.10%▲ 2.41%
▲ 9.99%▼ 0.89%▼ 1.67%
▲ 26.04%▲ 5.96%▲ 5.31%
▲ 5.93%▼ 2.41%▼ 4.89%
▲ 4.46%▲ 2.69%▲ 3.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Visa
2.6%
▲ 10.97%
2
Buy
Jan 14, 2025
Garmin
▲ 107.67%
4
Close
Jan 11, 2025
Walker & Dunlop
3.19%
▲ 32.72%
3
Sell
Dec 17, 2024
Verizon
1.95%
▲ 15.50%
3
Buy
Dec 17, 2024
VICI Properties
3.53%
▲ 1.46%
3
Buy
Dec 17, 2024
Texas Instruments
▲ 17.09%
3
Close
Dec 17, 2024
TSMC
4.57%
▲ 121.82%
3
Sell
Dec 17, 2024
Tractor Supply
3.61%
▲ 26.60%
3
Sell
Dec 17, 2024
Stag Industrial
1.82%
▲ 4.16%
3
Sell
Dec 17, 2024
NextEra Energy
3.94%
▼ 0.06%
3
Buy
Dec 17, 2024
Microsoft
1.97%
▲ 31.11%
3
Sell
Dec 17, 2024
Home Depot
1.96%
▲ 44.79%
3
Sell
Dec 17, 2024
Goldman Sachs Group
4.87%
▲ 100.97%
3
Sell
Dec 17, 2024
CME Group
1.8%
▲ 40.05%
3
Sell
Dec 17, 2024
Brookfield Infrastructure
3.68%
▼ 2.38%
3
Buy
Dec 17, 2024
Broadcom
2.94%
▲ 214.68%
3
Sell
Dec 17, 2024
American Tower
3.69%
▲ 0.71%
3
Buy
Dec 17, 2024
Mid-America Apartment
1.88%
▲ 5.03%
3
Buy
Dec 17, 2024
Apple
2.02%
▲ 34.55%
3
Sell
Dec 17, 2024
Atlantica Sustainable Infrastructure
▲ 0.45%
2
Close
Dec 17, 2024