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Trad. IRA - New Portfolio
BJAMINZ
Trad. IRAIndividual Investor
Ranked #351,268 out of 794,370 TipRanks' Investors
Success Rate
27 out of 54
profitable transactions
profitable transactions
Average Return
3.88%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 4.94%
6-Month Return▲ 5.70%
12-Month Return-
YTD Return▼ 5.35%
Total Return▲ 13.10%
Best Trade
Bio
No contribution long term agressive growth
Performance
26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 1.15%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.19%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 16.82%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 4.74%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 3.15%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.83%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.98%
Mar 2025
▲ 0.58%
▲ 0.28%
▲ 1.59%
Apr 2025
▲ 2.93%▲ 2.10%▲ 1.15%
▲ 10.00%▼ 0.89%▼ 1.19%
▲ 26.01%▲ 5.96%▲ 16.82%
▲ 5.33%▼ 2.41%▼ 4.74%
▲ 5.87%▲ 2.69%▲ 3.15%
▼ 12.86%▼ 1.27%▼ 1.83%
▼ 1.80%▼ 5.57%▼ 7.98%
▲ 0.58%▲ 0.28%▲ 1.59%
Recent Activity
Amazon
14.96%
▲ 6.82%
4
Buy
Mar 26, 2025
Schwab US Dividend Equity ETF
7.89%
▲ 0.77%
8
Sell
Mar 26, 2025
Advanced Micro Devices
16.47%
▼ 1.34%
7
Buy
Mar 26, 2025
Walmart
14.51%
▲ 15.03%
5
Buy
Feb 25, 2025
UTZ Brands
―
▼ 4.10%
5
Close
Feb 25, 2025
iShares ESG Aware MSCI USA ETF
―
▲ 9.44%
4
Close
Dec 09, 2024
Target
9.79%
▼ 20.29%
2
Buy
Dec 09, 2024
Philip Morris
13.15%
▲ 23.77%
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
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
Starbucks
8.37%
▲ 33.45%
3
Sell
Sep 20, 2024
Honest Company
4.21%
▲ 45.75%
3
Sell
Sep 20, 2024