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SAM - Non-Retirement - New Portfolio

M E L

SAM - Non-Retirement
Individual Investor
Ranked #217,925 out of 789,901 TipRanks' Investors
Success Rate
55%
144 out of 263
profitable transactions
Average Return
10.90%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 9.92%
6-Month Return▼ 0.83%
12-Month Return-
YTD Return▼ 9.43%
Total Return▼ 7.84%

Best Trade

Opened at
Closed at
Gain▲ 904.12%

Bio

Income portfolio

Performance

26.01%0-26.01%
▲ 8.13%
▲ 1.21%
▼ 10.46%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 8.91%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.49%
Sep 2024
▲ 10.01%
▼ 0.89%
▼ 1.21%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 7.43%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 3.13%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 0.34%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.22%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▼ 10.46%
▼ 13.14%▲ 2.34%▲ 8.91%
▲ 2.93%▲ 2.10%▲ 1.49%
▲ 10.01%▼ 0.89%▼ 1.21%
▲ 26.01%▲ 5.96%▲ 7.43%
▲ 5.96%▼ 2.41%▼ 3.13%
▲ 5.25%▲ 2.69%▲ 0.34%
▼ 12.86%▼ 1.27%▼ 6.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ARM Holdings PLC ADR
0.86%
▼ 4.16%
9
Buy
Feb 25, 2025
Advanced Micro Devices
1.19%
▲ 6.07%
11
Buy
Feb 25, 2025
Lockheed Martin
0.84%
▲ 24.85%
4
Buy
Feb 25, 2025
Viper Energy
0.78%
▲ 47.32%
2
Buy
Feb 25, 2025
Chipotle
0.85%
▲ 90.75%
2
Buy
Feb 25, 2025
Quantum Computing
0.5%
▲ 6.26%
5
Buy
Feb 25, 2025
Rigetti Computing
0.35%
▲ 55.59%
6
Buy
Feb 25, 2025
IonQ
0.56%
▼ 5.27%
5
Buy
Feb 25, 2025
Geo Group
0.82%
▼ 7.74%
2
Buy
Feb 25, 2025
Tourmaline Bio
0.77%
▲ 5.89%
10
Buy
Feb 24, 2025
D-Wave Quantum
0.42%
▼ 21.47%
4
Buy
Feb 24, 2025
Nvidia
▲ 10.10%
10
Close
Feb 19, 2025
Dell Technologies
1.36%
▲ 10.39%
9
Buy
Feb 11, 2025
Amgen
▲ 20.81%
6
Close
Feb 10, 2025
PTC
▼ 7.42%
2
Close
Feb 10, 2025
Mobileye Global, Inc. Class A
▼ 4.64%
3
Sell
Feb 10, 2025
JPMorgan Nasdaq Equity Premium Income Active ETF Trust Unit
▼ 27.98%
2
Close
Feb 04, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
5.96%
▲ 2.53%
6
Close
Feb 03, 2025
Outfront Media
▲ 63.52%
4
Close
Jan 28, 2025
Belpointe PREP
7.06%
▼ 38.01%
18
Sell
Jan 23, 2025