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Traditional IRA SAM2-RET - New Portfolio
Traditional IRA SAM2-RET
Individual Investor
Ranked #482,715 out of 783,845 TipRanks' Investors
Success Rate
24 out of 64
profitable transactions
profitable transactions
Average Return
-6.19%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.40%
6-Month Return▲ 17.93%
12-Month Return-
YTD Return▲ 5.73%
Total Return▼ 16.46%
Best Trade
Bio
Performance
26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 3.72%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 16.81%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 8.78%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.15%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 3.09%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.08%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.13%
Dec 2024
▲ 4.46%
▲ 2.69%
▲ 5.73%
Jan 2025
▲ 9.79%▲ 3.53%▼ 3.72%
▲ 8.13%▲ 1.21%▼ 16.81%
▼ 13.14%▲ 2.34%▼ 8.78%
▲ 2.93%▲ 2.10%▲ 3.15%
▲ 9.99%▼ 0.89%▲ 3.09%
▲ 26.04%▲ 5.96%▲ 6.08%
▲ 5.93%▼ 2.41%▼ 4.13%
▲ 4.46%▲ 2.69%▲ 5.73%
Recent Activity
Capital Group Dividend Value ETF
6.57%
▼ 19.93%
4
Buy
Jan 02, 2025
Nvidia
5.9%
▼ 19.68%
4
Buy
Jan 02, 2025
Ave Maria Bond Fund Class R
17.59%
▼ 25.85%
6
Buy
Jan 02, 2025
Weitz Short Duration Income Fund - Institutional Class
6.92%
▲ 11.65%
5
Buy
Jan 02, 2025
Core Plus Income Fund Institutional Class
7.04%
▼ 14.83%
5
Buy
Jan 02, 2025
Vistra Energy
2.2%
▼ 34.42%
2
Buy
Jan 02, 2025
iShares Core High Dividend ETF
13.83%
▲ 82.70%
4
Buy
Dec 20, 2024
Alphabet Class C
4.05%
▼ 19.40%
4
Buy
Dec 16, 2024
Schwab US Dividend Equity ETF
13.03%
▼ 8.66%
9
Buy
Dec 16, 2024
Balanced Fund - Institutional Class
8.85%
▲ 9.58%
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
2.4%
▼ 18.46%
3
Buy
Nov 18, 2024
Amazon
6.38%
▲ 19.60%
2
Close
Nov 18, 2024
Micron
1.14%
▼ 50.58%
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
2.28%
▼ 7.63%
2
Buy
Oct 07, 2024
Meta Platforms
―
▲ 3.90%
2
Sell
Sep 19, 2024
Exxon Mobil
―
▼ 0.45%
3
Close
Sep 18, 2024