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SAM2-NR ****2708 - New Portfolio
SAM2-NR ****2708
Individual Investor
Ranked #489,317 out of 781,066 TipRanks' Investors
Success Rate
23 out of 46
profitable transactions
profitable transactions
Average Return
-0.78%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.33%
6-Month Return▲ 4.73%
12-Month Return-
YTD Return▲ 1.30%
Total Return▲ 8.91%
Best Trade
Bio
Performance
26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.70%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 4.67%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.11%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.44%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.73%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.63%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.97%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 1.30%
Jan 2025
▲ 9.79%▲ 3.53%▼ 0.70%
▲ 8.13%▲ 1.21%▲ 4.67%
▼ 13.14%▲ 2.34%▲ 3.11%
▲ 2.93%▲ 2.10%▲ 0.44%
▲ 10.00%▼ 0.89%▼ 2.73%
▲ 26.04%▲ 5.96%▲ 4.63%
▲ 5.93%▼ 2.41%▼ 2.97%
▲ 9.79%▲ 0.95%▲ 1.30%
Recent Activity
Crocs
―
▼ 16.23%
2
Sell
Jan 05, 2025
iShares Core High Dividend ETF
―
▼ 4.98%
2
Close
Jan 05, 2025
Ave Maria Bond Fund Class R
4.81%
▼ 25.61%
6
Buy
Jan 02, 2025
Invesco QQQ Trust
8.83%
▼ 36.07%
6
Buy
Jan 02, 2025
Netflix
2.69%
▼ 4.89%
1
Buy
Dec 30, 2024
Washington Mutual Invs Fd Cl A Shs
10.54%
▲ 140.01%
3
Buy
Dec 20, 2024
T. Rowe Price Capital Appreciation Fund
19.6%
▲ 53.52%
2
Buy
Dec 19, 2024
AMCAP Fund, Class A Shares A
10.76%
▼ 15.22%
2
Buy
Dec 18, 2024
American Balanced Fund, Class A Shs
7.7%
▼ 11.87%
3
Buy
Dec 17, 2024
Schwab US Dividend Equity ETF
8.73%
▼ 5.92%
7
Buy
Dec 16, 2024
Microsoft
1.46%
▼ 23.78%
4
Buy
Dec 12, 2024
Balanced Fund - Institutional Class
8.13%
▲ 8.63%
2
Buy
Dec 12, 2024
Janus Henderson Balanced Fund - T Shares
15.5%
▼ 12.98%
3
Buy
Dec 11, 2024
Schwab Long-Term U.S. Treasury ETF
―
▲ 13.06%
2
Close
Nov 19, 2024
Invesco QQQ Index ETF
―
▼ 67.22%
2
Sell
Nov 19, 2024
Blue Bird
―
▲ 9.09%
2
Close
Sep 24, 2024
ProShares S&P 500 Dividend Aristocrats ETF
―
▲ 8.31%
3
Close
Sep 17, 2024
Vertex Pharmaceuticals
―
▲ 9.24%
2
Close
Sep 17, 2024
Visa
1.25%
▲ 21.50%
3
Buy
Jul 25, 2024