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Trad. IRA - New Portfolio
BJAMINZ
Trad. IRAIndividual Investor
Ranked #316,638 out of 775,923 TipRanks' Investors
Success Rate
26 out of 48
profitable transactions
profitable transactions
Average Return
8.18%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.55%
6-Month Return-
12-Month Return-
YTD Return▲ 19.73%
Total Return▲ 19.73%
Best Trade
Bio
No contribution long term agressive growth
Performance
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
―
May 2024
▼ 2.25%
▲ 3.53%
―
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 1.31%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 8.85%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.15%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.19%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 16.82%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 4.55%
Dec 2024
▲ 11.46%▲ 5.06%―
▼ 2.25%▲ 3.53%―
▲ 25.71%▲ 1.21%▼ 1.31%
▼ 4.22%▲ 2.34%▲ 8.85%
▲ 7.82%▲ 2.10%▲ 1.15%
▲ 5.38%▼ 0.89%▼ 1.19%
▲ 43.22%▲ 5.96%▲ 16.82%
▲ 3.34%▼ 1.56%▼ 4.55%
Recent Activity
iShares ESG Aware MSCI USA ETF
―
▲ 9.44%
4
Close
Dec 09, 2024
Schwab US Dividend Equity ETF
28.08%
▼ 1.74%
5
Buy
Dec 09, 2024
Target
12.87%
▼ 1.75%
2
Buy
Dec 09, 2024
Philip Morris
11.05%
▼ 3.49%
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
7.05%
▲ 7.43%
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
9.15%
▲ 25.71%
4
Buy
Oct 04, 2024
Starbucks
7.83%
▲ 17.45%
3
Sell
Sep 20, 2024
Honest Company
6.13%
▲ 100.84%
3
Sell
Sep 20, 2024
Amazon
14.15%
▲ 26.16%
3
Buy
Sep 13, 2024