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SAM - Non-Retirement - New Portfolio

M E L

SAM - Non-Retirement
Individual Investor
Ranked #201,811 out of 769,002 TipRanks' Investors
Success Rate
57%
96 out of 167
profitable transactions
Average Return
10.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.19%
6-Month Return-
12-Month Return-
YTD Return▲ 1.25%
Total Return▲ 1.25%

Best Trade

Opened at
Closed at
Gain▲ 904.12%

Bio

Income portfolio

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%
▼ 10.46%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 8.90%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.49%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.44%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 3.80%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%▼ 10.46%
▼ 4.22%▲ 2.34%▲ 8.90%
▲ 7.82%▲ 2.10%▲ 1.49%
▲ 5.70%▼ 0.89%▼ 1.44%
▲ 21.94%▲ 3.81%▲ 3.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Chart Industries
▲ 33.02%
2
Sell
Nov 19, 2024
Vistra Energy
▲ 20.64%
4
Sell
Nov 19, 2024
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
31.32%
▲ 9.58%
14
Buy
Nov 18, 2024
Lockheed Martin
0.6%
▲ 3.97%
2
Buy
Nov 18, 2024
ASML Holding
▼ 0.46%
3
Close
Nov 15, 2024
Belpointe PREP
18.64%
▼ 22.60%
10
Sell
Nov 14, 2024
Sphere Entertainment
0.48%
▲ 13.08%
3
Buy
Nov 12, 2024
International Business Machines
0.58%
▲ 2.73%
3
Buy
Nov 12, 2024
Super Micro Computer
0.58%
▲ 20.67%
4
Buy
Nov 12, 2024
BlackRock TCP Capital
▲ 71.57%
5
Close
Nov 08, 2024
Franklin Liberty Senior Loan ETF
▲ 2.28%
8
Close
Nov 08, 2024
Kkr Real Estate Finance
▲ 5.74%
2
Close
Nov 08, 2024
PDD Holdings
▼ 2.67%
2
Close
Nov 08, 2024
American Tower
0.53%
▼ 2.44%
2
Buy
Nov 08, 2024
VOC Energy
1.9%
▲ 0.20%
2
Sell
Nov 07, 2024
Goldman Sachs BDC
1.48%
▲ 66.31%
4
Sell
Nov 07, 2024
Permian Resources
1.24%
▲ 12.04%
3
Sell
Nov 07, 2024
SAP AG
0.61%
▼ 2.12%
2
Buy
Nov 07, 2024
Morgan Stanley
0.56%
▲ 0.95%
2
Buy
Nov 07, 2024
Exxon Mobil
0.47%
▼ 0.68%
2
Buy
Nov 07, 2024