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HSA - New Portfolio
5BB7F578
HSAIndividual Investor
Ranked #29,072 out of 747,498 TipRanks' Investors
Success Rate
59 out of 71
profitable transactions
profitable transactions
Average Return
11.50%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.40%
6-Month Return▲ 11.74%
12-Month Return▲ 10.13%
YTD Return▲ 9.70%
Total Return▲ 18.18%
Best Trade
Bio
HSA investments.
Performance
25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 9.07%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 3.28%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.12%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.32%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.94%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.61%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.97%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 4.89%
Jul 2024
▲ 5.14%▲ 4.57%▲ 9.07%
▼ 1.87%▲ 1.59%▼ 3.28%
▲ 14.08%▲ 5.22%▲ 3.12%
▲ 5.05%▲ 3.27%▲ 3.32%
▼ 12.40%▼ 4.03%▼ 3.94%
▲ 11.46%▲ 5.06%▲ 2.61%
▼ 2.25%▲ 3.53%▲ 2.97%
▲ 25.65%▲ 0.88%▲ 4.89%
Recent Activity
Berkshire Hathaway B
9.22%
▲ 16.91%
2
Buy
May 30, 2024
iShares Core Dividend Growth ETF
11.57%
▲ 15.90%
2
Buy
May 30, 2024
Schwab US Dividend Equity ETF
10.94%
▲ 11.52%
1
Buy
May 24, 2024
SoFi Social 50 ETF
6.46%
▲ 18.01%
5
Buy
May 20, 2024
SPDR Portfolio S&P 500 ETF
18.81%
▲ 17.25%
12
Buy
May 20, 2024
Realty Income
4.13%
▲ 5.68%
11
Buy
May 15, 2024
iShares Core U.S. Aggregate Bond ETF
4.77%
▲ 0.61%
7
Buy
May 07, 2024
Energy Select Sector SPDR Fund
10.53%
▲ 0.78%
6
Buy
May 06, 2024
Cubesmart
5.66%
▲ 8.04%
9
Buy
Apr 15, 2024
Iron Mountain
6.75%
▲ 48.83%
6
Buy
Apr 04, 2024
VICI Properties
7.97%
▲ 0.68%
8
Buy
Apr 04, 2024
SPDR Bloomberg 3-12 Month T-Bill ETF
3.19%
▲ 0.06%
2
Buy
Mar 25, 2024