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MG IRA - New Portfolio

Sal Bonetti

MG IRA
Individual Investor
Ranked #10,961 out of 789,901 TipRanks' Investors
Success Rate
87%
73 out of 84
profitable transactions
Average Return
29.87%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.31%
6-Month Return▲ 8.08%
12-Month Return▲ 25.23%
YTD Return▲ 5.68%
Total Return▲ 51.69%

Best Trade

Opened at
Closed at-
Gain▲ 193.29%

Bio

Moderate Growth & Income focused

Performance

26.01%0-26.01%
▲ 8.13%
▲ 1.21%
▲ 4.25%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.84%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.41%
Sep 2024
▲ 10.01%
▼ 0.89%
▼ 1.64%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.30%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 4.64%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.27%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.25%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 4.25%
▼ 13.14%▲ 2.34%▲ 3.84%
▲ 2.93%▲ 2.10%▲ 2.41%
▲ 10.01%▼ 0.89%▼ 1.64%
▲ 26.01%▲ 5.96%▲ 5.30%
▲ 5.96%▼ 2.41%▼ 4.64%
▲ 5.25%▲ 2.69%▲ 4.27%
▼ 12.86%▼ 1.27%▲ 2.25%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Visa
2.74%
▲ 17.67%
2
Buy
Jan 14, 2025
Garmin
▲ 107.67%
4
Close
Jan 11, 2025
Walker & Dunlop
2.78%
▲ 16.72%
3
Sell
Dec 17, 2024
Verizon
2.16%
▲ 28.63%
3
Buy
Dec 17, 2024
VICI Properties
3.86%
▲ 11.28%
3
Buy
Dec 17, 2024
Texas Instruments
▲ 17.09%
3
Close
Dec 17, 2024
TSMC
3.77%
▲ 83.30%
3
Sell
Dec 17, 2024
Tractor Supply
3.64%
▲ 28.38%
3
Sell
Dec 17, 2024
Stag Industrial
1.91%
▲ 10.45%
3
Sell
Dec 17, 2024
NextEra Energy
3.93%
▲ 0.84%
3
Buy
Dec 17, 2024
Microsoft
1.84%
▲ 22.96%
3
Sell
Dec 17, 2024
Home Depot
1.84%
▲ 36.96%
3
Sell
Dec 17, 2024
Goldman Sachs Group
4.58%
▲ 90.88%
3
Sell
Dec 17, 2024
CME Group
1.95%
▲ 52.10%
3
Sell
Dec 17, 2024
Brookfield Infrastructure
3.46%
▼ 5.75%
3
Buy
Dec 17, 2024
Broadcom
2.48%
▲ 166.47%
3
Sell
Dec 17, 2024
American Tower
4.17%
▲ 14.13%
3
Buy
Dec 17, 2024
Mid-America Apartment
2.1%
▲ 17.65%
3
Buy
Dec 17, 2024
Apple
2.03%
▲ 35.86%
3
Sell
Dec 17, 2024
Atlantica Sustainable Infrastructure
▲ 0.45%
2
Close
Dec 17, 2024