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Trad. IRA - New Portfolio
BJAMINZ
Trad. IRAIndividual Investor
Ranked #279,512 out of 783,845 TipRanks' Investors
Success Rate
28 out of 48
profitable transactions
profitable transactions
Average Return
9.42%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.10%
6-Month Return▲ 28.63%
12-Month Return-
YTD Return▲ 3.78%
Total Return▲ 24.17%
Best Trade
Bio
No contribution long term agressive growth
Performance
26.04%0-26.04%
▲ 9.79%
▲ 3.53%
―
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 1.31%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 8.85%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.15%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.19%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 16.82%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.61%
Dec 2024
▲ 4.46%
▲ 2.69%
▲ 3.78%
Jan 2025
▲ 9.79%▲ 3.53%―
▲ 8.13%▲ 1.21%▼ 1.31%
▼ 13.14%▲ 2.34%▲ 8.85%
▲ 2.93%▲ 2.10%▲ 1.15%
▲ 9.99%▼ 0.89%▼ 1.19%
▲ 26.04%▲ 5.96%▲ 16.82%
▲ 5.93%▼ 2.41%▼ 4.61%
▲ 4.46%▲ 2.69%▲ 3.78%
Recent Activity
iShares ESG Aware MSCI USA ETF
―
▲ 9.44%
4
Close
Dec 09, 2024
Schwab US Dividend Equity ETF
27.71%
▲ 0.21%
5
Buy
Dec 09, 2024
Target
13.06%
▲ 3.05%
2
Buy
Dec 09, 2024
Philip Morris
11.21%
▲ 2.28%
1
Open
Dec 09, 2024
Schwab Small-Cap Index Fund-Select Shares
―
▲ 10.85%
2
Close
Dec 06, 2024
Schwab International Index Fund - Select Shares
―
▼ 4.15%
2
Close
Dec 02, 2024
UTZ Brands
5.75%
▼ 9.39%
4
Sell
Nov 13, 2024
Advanced Micro Devices
―
▲ 3.81%
4
Close
Nov 13, 2024
Apple
―
▲ 0.94%
2
Close
Oct 23, 2024
Alphabet Class A
―
▼ 9.96%
2
Close
Oct 23, 2024
Costco
―
▲ 6.40%
2
Close
Oct 23, 2024
Meta Platforms
―
▲ 22.13%
2
Close
Oct 23, 2024
Microsoft
―
▼ 4.09%
2
Close
Oct 23, 2024
Schwab Municipal Bond ETF
―
▼ 0.63%
3
Close
Oct 23, 2024
Real Estate Select Sector SPDR Fund
―
▼ 0.93%
4
Close
Oct 23, 2024
National Health Investors
―
▼ 8.02%
2
Close
Oct 23, 2024
Walmart
9.43%
▲ 33.78%
4
Buy
Oct 04, 2024
Starbucks
9.27%
▲ 43.77%
3
Sell
Sep 20, 2024
Honest Company
5.52%
▲ 86.85%
3
Sell
Sep 20, 2024
Amazon
14.47%
▲ 33.31%
3
Buy
Sep 13, 2024