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Traditional IRA SAM2-RET - New Portfolio
Traditional IRA SAM2-RET
Individual Investor
Ranked #472,884 out of 793,704 TipRanks' Investors
Success Rate
24 out of 64
profitable transactions
profitable transactions
Average Return
-7.36%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.44%
6-Month Return▲ 4.18%
12-Month Return-
YTD Return▼ 0.87%
Total Return▼ 21.71%
Best Trade
Bio
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 8.78%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.15%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 3.09%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.08%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 4.17%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 4.73%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.97%
Feb 2025
▲ 5.30%
▼ 4.02%
▼ 3.44%
Mar 2025
▼ 13.14%▲ 2.34%▼ 8.78%
▲ 2.93%▲ 2.10%▲ 3.15%
▲ 10.00%▼ 0.89%▲ 3.09%
▲ 26.01%▲ 5.96%▲ 6.08%
▲ 5.34%▼ 2.41%▼ 4.17%
▲ 5.88%▲ 2.69%▲ 4.73%
▼ 12.86%▼ 1.27%▼ 1.97%
▲ 5.30%▼ 4.02%▼ 3.44%
Recent Activity
Capital Group Dividend Value ETF
6.63%
▼ 20.88%
4
Buy
Jan 02, 2025
Nvidia
5.62%
▼ 21.22%
4
Buy
Jan 02, 2025
Ave Maria Bond Fund Class R
18.32%
▼ 25.27%
6
Buy
Jan 02, 2025
Weitz Short Duration Income Fund - Institutional Class
7.12%
▲ 11.88%
5
Buy
Jan 02, 2025
Core Plus Income Fund Institutional Class
7.28%
▼ 14.50%
5
Buy
Jan 02, 2025
Vistra Energy
1.61%
▼ 53.44%
2
Buy
Jan 02, 2025
iShares Core High Dividend ETF
14.81%
▲ 89.47%
4
Buy
Dec 20, 2024
Alphabet Class C
3.32%
▼ 25.32%
4
Buy
Dec 16, 2024
Schwab US Dividend Equity ETF
13.34%
▼ 8.70%
9
Buy
Dec 16, 2024
Balanced Fund - Institutional Class
8.93%
▲ 7.67%
2
Buy
Dec 12, 2024
Fidelity Freedom Blend 2030 Fund Class K
―
▼ 94.28%
2
Sell
Nov 19, 2024
Schwab Long-Term U.S. Treasury ETF
―
▲ 13.06%
2
Close
Nov 19, 2024
Cheniere Energy
2.5%
▼ 17.31%
3
Buy
Nov 18, 2024
Amazon
5.55%
▲ 10.60%
2
Close
Nov 18, 2024
Micron
1.17%
▼ 50.62%
2
Buy
Oct 23, 2024
Hims & Hers Health
―
▲ 0.55%
4
Sell
Oct 22, 2024
Zscaler
―
▼ 3.36%
2
Close
Oct 22, 2024
Merck & Company
2.08%
▼ 12.44%
2
Buy
Oct 07, 2024
Meta Platforms
―
▲ 3.90%
2
Sell
Sep 19, 2024
Exxon Mobil
―
▼ 0.45%
3
Close
Sep 18, 2024