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Traditional IRA SAM2-RET - New Portfolio
Traditional IRA SAM2-RET
Individual Investor
Ranked #515,766 out of 769,002 TipRanks' Investors
Success Rate
27 out of 51
profitable transactions
profitable transactions
Average Return
-2.96%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.95%
6-Month Return-
12-Month Return-
YTD Return▼ 18.74%
Total Return▼ 18.74%
Best Trade
Bio
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
―
Apr 2024
▲ 11.46%
▲ 5.06%
―
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.72%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 16.81%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 8.78%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.15%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 3.02%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 4.67%
Nov 2024
▼ 12.40%▼ 4.03%―
▲ 11.46%▲ 5.06%―
▼ 2.25%▲ 3.53%▼ 3.72%
▲ 25.72%▲ 1.21%▼ 16.81%
▼ 4.22%▲ 2.34%▼ 8.78%
▲ 7.82%▲ 2.10%▲ 3.15%
▲ 5.70%▼ 0.89%▲ 3.02%
▲ 23.63%▲ 3.84%▲ 4.67%
Recent Activity
Fidelity Freedom Blend 2030 Fund Class K
―
▼ 94.28%
2
Sell
Nov 19, 2024
Schwab Long-Term U.S. Treasury ETF
―
▲ 13.06%
2
Sell
Nov 19, 2024
Cheniere Energy
2.4%
▼ 19.56%
3
Buy
Nov 18, 2024
Alphabet Class C
3.32%
▲ 1.81%
3
Sell
Nov 18, 2024
Amazon
5.31%
▲ 10.98%
2
Close
Nov 18, 2024
Nvidia
7.18%
▼ 20.10%
3
Close
Nov 18, 2024
Schwab US Dividend Equity ETF
13.4%
▼ 9.46%
8
Sell
Nov 18, 2024
Ave Maria Bond Fund Class R
17.68%
▼ 21.86%
4
Buy
Nov 07, 2024
Weitz Short Duration Income Fund - Institutional Class
6.83%
▼ 0.55%
3
Buy
Nov 07, 2024
Core Plus Income Fund Institutional Class
6.99%
▼ 2.09%
3
Buy
Nov 07, 2024
Micron
1.28%
▼ 46.72%
2
Buy
Oct 23, 2024
Hims & Hers Health
―
▲ 0.55%
4
Sell
Oct 22, 2024
Zscaler
―
▼ 3.36%
2
Close
Oct 22, 2024
Vistra Energy
2.18%
▲ 19.51%
1
Buy
Oct 21, 2024
Merck & Company
2.3%
▼ 8.22%
2
Buy
Oct 07, 2024
Capital Group Dividend Value ETF
6.45%
▼ 27.73%
3
Buy
Oct 01, 2024
iShares Core High Dividend ETF
14.3%
▲ 117.92%
3
Buy
Sep 30, 2024
Meta Platforms
―
▲ 3.90%
2
Sell
Sep 19, 2024
Exxon Mobil
―
▼ 0.45%
3
Close
Sep 18, 2024
Tractor Supply
―
▲ 4.77%
2
Sell
Aug 28, 2024