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MG IRA - New Portfolio

Sal Bonetti

MG IRA
Individual Investor
Ranked #38,953 out of 775,923 TipRanks' Investors
Success Rate
73%
60 out of 82
profitable transactions
Average Return
26.99%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.67%
6-Month Return▲ 8.97%
12-Month Return▲ 22.17%
YTD Return▲ 21.25%
Total Return▲ 42.79%

Best Trade

Opened at
Closed at-
Gain▲ 244.68%

Bio

Moderate Growth & Income focused

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 6.28%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.00%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 4.25%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.84%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.41%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.54%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 5.37%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 5.29%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 6.28%
▼ 2.25%▲ 3.53%▲ 2.00%
▲ 25.71%▲ 1.21%▲ 4.25%
▼ 4.22%▲ 2.34%▲ 3.84%
▲ 7.82%▲ 2.10%▲ 2.41%
▲ 5.38%▼ 0.89%▼ 1.54%
▲ 43.22%▲ 5.96%▲ 5.37%
▲ 3.34%▼ 1.56%▼ 5.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walker & Dunlop
3.38%
▲ 35.04%
3
Sell
Dec 17, 2024
Verizon
2.05%
▲ 13.78%
3
Buy
Dec 17, 2024
VICI Properties
3.56%
▼ 1.88%
3
Buy
Dec 17, 2024
Texas Instruments
▲ 17.09%
3
Close
Dec 17, 2024
Taiwan Semiconductor Manufacturing
4.49%
▲ 108.99%
3
Sell
Dec 17, 2024
Tractor Supply
3.73%
▲ 25.58%
3
Sell
Dec 17, 2024
Stag Industrial
1.88%
▲ 2.34%
3
Sell
Dec 17, 2024
NextEra Energy
4.11%
▲ 0.09%
3
Buy
Dec 17, 2024
Microsoft
2.16%
▲ 37.91%
3
Sell
Dec 17, 2024
Home Depot
1.94%
▲ 37.98%
3
Sell
Dec 17, 2024
Goldman Sachs Group
4.48%
▲ 77.65%
3
Sell
Dec 17, 2024
Garmin
2.48%
▲ 108.22%
3
Sell
Dec 17, 2024
CME Group
1.89%
▲ 37.82%
3
Sell
Dec 17, 2024
Brookfield Infrastructure
3.66%
▼ 6.69%
3
Buy
Dec 17, 2024
Broadcom
3.06%
▲ 213.16%
3
Sell
Dec 17, 2024
American Tower
3.82%
▼ 0.84%
3
Buy
Dec 17, 2024
Mid-America Apartment
1.97%
▲ 4.53%
3
Buy
Dec 17, 2024
Apple
2.27%
▲ 45.09%
3
Sell
Dec 17, 2024
Atlantica Sustainable Infrastructure
▲ 0.45%
2
Close
Dec 17, 2024
CVS Health
3.25%
▼ 16.89%
2
Buy
Dec 17, 2024