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Mini Brokerage - New Portfolio
DAVID BAUER
Mini BrokerageIndividual Investor
Ranked #235,150 out of 775,913 TipRanks' Investors
Success Rate
26 out of 38
profitable transactions
profitable transactions
Average Return
1.48%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.56%
6-Month Return-
12-Month Return-
YTD Return▲ 2.38%
Total Return▲ 2.38%
Best Trade
Bio
Schwab ETF mix with some Dividend Equities. Mini Brokerage Equity vs ETF
Performance
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
―
May 2024
▼ 2.25%
▲ 3.53%
―
Jun 2024
▲ 25.71%
▲ 1.21%
―
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.24%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.31%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.88%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 5.36%
Nov 2024
▼ 5.24%
▼ 2.73%
▼ 4.43%
Dec 2024
▲ 11.46%▲ 5.06%―
▼ 2.25%▲ 3.53%―
▲ 25.71%▲ 1.21%―
▼ 4.22%▲ 2.34%▲ 1.24%
▲ 7.82%▲ 2.10%▲ 1.31%
▲ 5.38%▼ 0.89%▼ 0.88%
▲ 43.22%▲ 5.96%▲ 5.36%
▼ 5.24%▼ 2.73%▼ 4.43%
Recent Activity
NEOS S&P 500 High Income ETF
1.49%
▲ 3.69%
2
Buy
Oct 26, 2024
Vanguard S&P 500 ETF
17.75%
▲ 4.95%
4
Buy
Oct 24, 2024
Vanguard Dividend Appreciation ETF
―
▲ 1.97%
3
Close
Oct 24, 2024
Vanguard Total Stock Market ETF
―
▲ 3.98%
2
Close
Oct 24, 2024
Vanguard High Dividend Yield Index ETF
―
▲ 3.70%
2
Close
Oct 24, 2024
Coca-Cola
1.59%
▼ 11.08%
2
Buy
Oct 22, 2024
Exxon Mobil
2.78%
▼ 9.73%
2
Buy
Oct 18, 2024
Schwab US Dividend Equity ETF
6.87%
▼ 2.16%
3
Buy
Oct 16, 2024
Chord Energy
4.32%
▼ 17.85%
3
Buy
Oct 15, 2024
Schwab U.S. Large-Cap Growth ETF
8.51%
▲ 8.86%
3
Buy
Oct 11, 2024
Schwab International Equity ETF
0.28%
▼ 5.61%
1
Open
Aug 20, 2024
Schwab U.S. Large-Cap ETF
0.53%
▲ 7.08%
1
Open
Aug 20, 2024
Schwab U.S. Broad Market ETF
0.52%
▲ 7.07%
1
Open
Aug 20, 2024
Schwab U.S. Large-Cap Value ETF
0.59%
▲ 2.42%
1
Open
Aug 20, 2024
SPDR Portfolio S&P 500 High Dividend ETF
0.56%
▲ 1.05%
1
Open
Aug 20, 2024
VanEck Gold Miners ETF
0.44%
▼ 12.08%
1
Open
Aug 20, 2024
Walmart
1.16%
▲ 24.02%
1
Open
Aug 20, 2024
Nvidia
3.47%
▲ 5.87%
1
Open
Aug 20, 2024
National Fuel Gas Company
0.3%
▲ 3.08%
1
Open
Aug 20, 2024
Hess Midstream Partners
0.59%
▲ 1.58%
1
Open
Aug 20, 2024