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Traditional IRA SAM2-RET - New Portfolio
Traditional IRA SAM2-RET
Individual Investor
Ranked #501,632 out of 775,923 TipRanks' Investors
Success Rate
22 out of 57
profitable transactions
profitable transactions
Average Return
-7.98%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.83%
6-Month Return-
12-Month Return-
YTD Return▼ 20.06%
Total Return▼ 20.06%
Best Trade
Bio
Performance
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
―
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.72%
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 16.81%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 8.78%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.15%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 2.94%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 6.08%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 2.86%
Dec 2024
▲ 11.46%▲ 5.06%―
▼ 2.25%▲ 3.53%▼ 3.72%
▲ 25.71%▲ 1.21%▼ 16.81%
▼ 4.22%▲ 2.34%▼ 8.78%
▲ 7.82%▲ 2.10%▲ 3.15%
▲ 5.38%▼ 0.89%▲ 2.94%
▲ 43.22%▲ 5.96%▲ 6.08%
▲ 3.34%▼ 1.56%▼ 2.86%
Recent Activity
Alphabet Class C
3.88%
▼ 21.20%
4
Buy
Dec 16, 2024
Schwab US Dividend Equity ETF
13.02%
▼ 8.90%
9
Buy
Dec 16, 2024
Balanced Fund - Institutional Class
8.88%
▲ 7.86%
2
Buy
Dec 12, 2024
Ave Maria Bond Fund Class R
17.81%
▼ 31.18%
5
Buy
Dec 02, 2024
Weitz Short Duration Income Fund - Institutional Class
7.01%
▼ 4.80%
4
Buy
Dec 02, 2024
Core Plus Income Fund Institutional Class
7.14%
▼ 18.54%
4
Buy
Dec 02, 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
2.28%
▼ 23.84%
3
Buy
Nov 18, 2024
Amazon
6.15%
▲ 16.44%
2
Close
Nov 18, 2024
Nvidia
6.74%
▼ 22.76%
3
Close
Nov 18, 2024
Micron
1.14%
▼ 51.19%
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
1.87%
▲ 8.17%
1
Buy
Oct 21, 2024
Merck & Company
2.31%
▼ 7.96%
2
Buy
Oct 07, 2024
Capital Group Dividend Value ETF
6.45%
▼ 28.87%
3
Buy
Oct 01, 2024
iShares Core High Dividend ETF
13.62%
▲ 105.35%
3
Buy
Sep 30, 2024
Meta Platforms
―
▲ 3.90%
2
Sell
Sep 19, 2024
Exxon Mobil
―
▼ 0.45%
3
Close
Sep 18, 2024