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Mini Brokerage - New Portfolio
DAVID BAUER
Mini BrokerageIndividual Investor
Ranked #124,448 out of 788,174 TipRanks' Investors
Success Rate
31 out of 38
profitable transactions
profitable transactions
Average Return
6.81%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.08%
6-Month Return▲ 8.47%
12-Month Return-
YTD Return▲ 5.45%
Total Return▲ 8.35%
Best Trade
Bio
Schwab ETF mix with some Dividend Equities. Mini Brokerage Equity vs ETF
Performance
26.03%0-26.03%
▲ 8.13%
▲ 1.21%
―
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.24%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.31%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.87%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 5.36%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 4.08%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 2.23%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 3.15%
Feb 2025
▲ 8.13%▲ 1.21%―
▼ 13.14%▲ 2.34%▲ 1.24%
▲ 2.93%▲ 2.10%▲ 1.31%
▲ 9.99%▼ 0.89%▼ 0.87%
▲ 26.03%▲ 5.96%▲ 5.36%
▲ 5.97%▼ 2.41%▼ 4.08%
▲ 5.25%▲ 2.69%▲ 2.23%
▼ 9.08%▲ 1.42%▲ 3.15%
Recent Activity
NEOS S&P 500 High Income ETF
1.47%
▲ 7.11%
2
Buy
Oct 26, 2024
Vanguard S&P 500 ETF
17.78%
▲ 8.43%
4
Buy
Oct 24, 2024
Vanguard Dividend Appreciation ETF
―
▲ 1.97%
3
Close
Oct 24, 2024
Vanguard Total Stock Market ETF
―
▲ 4.08%
2
Close
Oct 24, 2024
Vanguard High Dividend Yield Index ETF
―
▲ 3.70%
2
Close
Oct 24, 2024
Coca-Cola
1.8%
▼ 0.43%
2
Buy
Oct 22, 2024
Exxon Mobil
2.88%
▼ 3.64%
2
Buy
Oct 18, 2024
Schwab US Dividend Equity ETF
7.02%
▲ 1.53%
3
Buy
Oct 16, 2024
Chord Energy
4.3%
▼ 14.26%
3
Buy
Oct 15, 2024
Schwab U.S. Large-Cap Growth ETF
8.33%
▲ 10.51%
3
Buy
Oct 11, 2024
Schwab International Equity ETF
0.3%
▲ 2.54%
1
Open
Aug 20, 2024
Schwab U.S. Large-Cap ETF
0.53%
▲ 10.60%
1
Open
Aug 20, 2024
Schwab U.S. Broad Market ETF
0.52%
▲ 10.49%
1
Open
Aug 20, 2024
Schwab U.S. Large-Cap Value ETF
0.61%
▲ 7.99%
1
Open
Aug 20, 2024
SPDR Portfolio S&P 500 High Dividend ETF
0.57%
▲ 4.53%
1
Open
Aug 20, 2024
VanEck Gold Miners ETF
0.51%
▲ 8.19%
1
Open
Aug 20, 2024
Walmart
1.17%
▲ 30.70%
1
Open
Aug 20, 2024
Nvidia
3.43%
▲ 10.12%
1
Open
Aug 20, 2024
National Fuel Gas Company
0.36%
▲ 26.19%
1
Open
Aug 20, 2024
Hess Midstream Partners
0.65%
▲ 17.75%
1
Open
Aug 20, 2024