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SAM2-NR ****2708 - New Portfolio
SAM2-NR ****2708
Individual Investor
Ranked #613,497 out of 770,014 TipRanks' Investors
Success Rate
23 out of 34
profitable transactions
profitable transactions
Average Return
-13.10%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.14%
6-Month Return▲ 8.85%
12-Month Return-
YTD Return▲ 10.49%
Total Return▲ 10.49%
Best Trade
Bio
Performance
35.03%0-35.03%
▼ 12.40%
▼ 4.03%
▼ 2.87%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.54%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.70%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.67%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.11%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.44%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.89%
Oct 2024
▲ 35.03%
▲ 5.08%
▲ 4.49%
Nov 2024
▼ 12.40%▼ 4.03%▼ 2.87%
▲ 11.46%▲ 5.06%▲ 1.54%
▼ 2.25%▲ 3.53%▼ 0.70%
▲ 25.72%▲ 1.21%▲ 4.67%
▼ 4.22%▲ 2.34%▲ 3.11%
▲ 7.82%▲ 2.10%▲ 0.44%
▲ 5.70%▼ 0.89%▼ 2.89%
▲ 35.03%▲ 5.08%▲ 4.49%
Recent Activity
Schwab Long-Term U.S. Treasury ETF
―
▲ 13.06%
2
Sell
Nov 19, 2024
Invesco QQQ Index ETF
―
▼ 67.22%
2
Sell
Nov 19, 2024
Microsoft
1.45%
▲ 0.04%
3
Close
Nov 18, 2024
Schwab US Dividend Equity ETF
9.07%
▼ 6.05%
6
Sell
Nov 18, 2024
Invesco QQQ Trust
8.58%
▼ 22.76%
5
Sell
Nov 18, 2024
Ave Maria Bond Fund Class R
4.85%
▼ 21.34%
4
Buy
Nov 07, 2024
Janus Henderson Balanced Fund - T Shares
15.49%
▼ 42.04%
2
Buy
Oct 01, 2024
Blue Bird
―
▲ 9.09%
2
Close
Sep 24, 2024
iShares Core High Dividend ETF
2.19%
▲ 1.63%
1
Buy
Sep 24, 2024
Washington Mutual Invs Fd Cl A Shs
10.48%
▼ 42.70%
2
Buy
Sep 19, 2024
ProShares S&P 500 Dividend Aristocrats ETF
―
▲ 8.31%
3
Close
Sep 17, 2024
Vertex Pharmaceuticals
―
▲ 9.24%
2
Close
Sep 17, 2024
American Balanced Fund, Class A Shs
7.6%
▼ 42.73%
2
Buy
Sep 17, 2024
Crocs
0.73%
▼ 17.95%
1
Buy
Aug 09, 2024
Balanced Fund - Institutional Class
8.2%
▲ 4.24%
1
Buy
Aug 09, 2024
AMCAP Fund, Class A Shares A
10.63%
▲ 10.88%
1
Buy
Aug 09, 2024
T. Rowe Price Capital Appreciation Fund
19.51%
▲ 6.59%
1
Buy
Aug 09, 2024
Visa
1.22%
▲ 19.06%
3
Buy
Jul 25, 2024