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SAM - Non-Retirement - New Portfolio

M E L

SAM - Non-Retirement
Individual Investor
Ranked #197,599 out of 775,923 TipRanks' Investors
Success Rate
59%
112 out of 191
profitable transactions
Average Return
9.02%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.41%
6-Month Return-
12-Month Return-
YTD Return▲ 2.71%
Total Return▲ 2.71%

Best Trade

Opened at
Closed at
Gain▲ 904.12%

Bio

Income portfolio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 10.46%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 8.90%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.50%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.29%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 7.41%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 2.13%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.71%▲ 1.21%▼ 10.46%
▼ 4.22%▲ 2.34%▲ 8.90%
▲ 7.82%▲ 2.10%▲ 1.50%
▲ 5.38%▼ 0.89%▼ 1.29%
▲ 43.22%▲ 5.96%▲ 7.41%
▲ 3.34%▼ 1.56%▼ 2.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Super Micro Computer
0.62%
▲ 27.85%
6
Sell
Dec 16, 2024
Walgreens Boots Alliance
2.13%
▲ 4.93%
3
Buy
Dec 12, 2024
Sphere Entertainment
0.76%
▲ 7.65%
6
Buy
Dec 12, 2024
Byrna Technologies
0.77%
▲ 98.90%
4
Sell
Dec 12, 2024
Belpointe PREP
20.6%
▼ 25.93%
15
Buy
Dec 10, 2024
Goldman Sachs BDC
2.01%
▲ 33.90%
6
Buy
Dec 06, 2024
Tourmaline Bio
0.49%
▼ 24.67%
4
Buy
Dec 06, 2024
Taiwan Semiconductor Manufacturing
▲ 0.57%
3
Close
Dec 06, 2024
VOC Energy
2.2%
▼ 2.71%
4
Buy
Dec 04, 2024
Cisco Systems
▲ 5.65%
2
Sell
Dec 04, 2024
Clearway Energy
▲ 5.49%
2
Sell
Dec 04, 2024
Blackstone Secured Lending Fund
1.9%
▲ 1.46%
2
Buy
Dec 04, 2024
UnitedHealth
▲ 6.29%
2
Close
Dec 03, 2024
SAP AG
▼ 1.05%
3
Sell
Dec 03, 2024
Exxon Mobil
▼ 2.72%
3
Close
Dec 03, 2024
International Business Machines
▲ 8.86%
4
Sell
Dec 03, 2024
GE Aerospace
▲ 2.69%
3
Close
Dec 03, 2024
Target
▲ 1.99%
2
Close
Dec 03, 2024
Amgen
0.69%
▲ 2.90%
3
Buy
Dec 02, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
5.7%
▼ 0.31%
4
Buy
Dec 02, 2024