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Mini Brokerage - New Portfolio
DAVID BAUER
Mini BrokerageIndividual Investor
Ranked #154,172 out of 767,992 TipRanks' Investors
Success Rate
29 out of 38
profitable transactions
profitable transactions
Average Return
2.30%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.14%
6-Month Return-
12-Month Return-
YTD Return▲ 3.51%
Total Return▲ 3.51%
Best Trade
Bio
Schwab ETF mix with some Dividend Equities. Mini Brokerage Equity vs ETF
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
―
Apr 2024
▲ 11.46%
▲ 5.06%
―
May 2024
▼ 2.25%
▲ 3.53%
―
Jun 2024
▲ 25.72%
▲ 1.21%
―
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.24%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.31%
Sep 2024
▲ 5.72%
▼ 0.89%
▼ 0.91%
Oct 2024
▲ 19.60%
▲ 3.01%
▲ 1.85%
Nov 2024
▼ 12.40%▼ 4.03%―
▲ 11.46%▲ 5.06%―
▼ 2.25%▲ 3.53%―
▲ 25.72%▲ 1.21%―
▼ 4.22%▲ 2.34%▲ 1.24%
▲ 7.82%▲ 2.10%▲ 1.31%
▲ 5.72%▼ 0.89%▼ 0.91%
▲ 19.60%▲ 3.01%▲ 1.85%
Recent Activity
NEOS S&P 500 High Income ETF
1.49%
▲ 3.11%
2
Buy
Oct 26, 2024
Vanguard S&P 500 ETF
17.43%
▲ 3.69%
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
―
▲ 2.86%
2
Close
Oct 24, 2024
Coca-Cola
1.56%
▼ 12.23%
2
Buy
Oct 22, 2024
Exxon Mobil
3.13%
▲ 1.74%
2
Buy
Oct 18, 2024
Schwab US Dividend Equity ETF
7.17%
▲ 1.69%
3
Buy
Oct 16, 2024
Chord Energy
5.05%
▼ 5.66%
3
Buy
Oct 15, 2024
Schwab U.S. Large-Cap Growth ETF
8.05%
▲ 3.66%
3
Buy
Oct 11, 2024
Schwab International Equity ETF
0.29%
▼ 4.09%
1
Open
Aug 20, 2024
Schwab U.S. Large-Cap ETF
0.52%
▲ 5.76%
1
Open
Aug 20, 2024
Schwab U.S. Broad Market ETF
0.51%
▲ 5.95%
1
Open
Aug 20, 2024
Schwab U.S. Large-Cap Value ETF
0.61%
▲ 5.85%
1
Open
Aug 20, 2024
SPDR Portfolio S&P 500 High Dividend ETF
0.58%
▲ 5.33%
1
Open
Aug 20, 2024
VanEck Gold Miners ETF
0.46%
▼ 10.10%
1
Open
Aug 20, 2024
Walmart
1.04%
▲ 13.03%
1
Open
Aug 20, 2024
Nvidia
3.58%
▲ 11.59%
1
Open
Aug 20, 2024
National Fuel Gas Company
0.31%
▲ 5.06%
1
Open
Aug 20, 2024
Hess Midstream Partners
0.57%
▼ 0.83%
1
Open
Aug 20, 2024