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Retire Acct 9-15-24 - New Portfolio
Chuck W.
Retire Acct 9-15-24Individual Investor
Ranked #175,973 out of 790,761 TipRanks' Investors
Success Rate
175 out of 280
profitable transactions
profitable transactions
Average Return
3.08%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.52%
6-Month Return-
12-Month Return-
YTD Return▲ 2.65%
Total Return▲ 8.20%
Best Trade
Bio
Let's see how this goes . .
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
―
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.97%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.92%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.55%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 1.05%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.13%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.86%
Feb 2025
▲ 11.49%
▼ 3.07%
▼ 4.16%
Mar 2025
▼ 13.14%▲ 2.34%―
▲ 2.93%▲ 2.10%▲ 3.97%
▲ 10.00%▼ 0.89%▼ 2.92%
▲ 26.01%▲ 5.96%▲ 5.55%
▲ 5.96%▼ 2.41%▼ 1.05%
▲ 5.25%▲ 2.69%▲ 4.13%
▼ 12.86%▼ 1.27%▲ 2.86%
▲ 11.49%▼ 3.07%▼ 4.16%
Recent Activity
Petroleo Brasileiro SA- Petrobras
0.3%
▲ 1.17%
19
Open
Mar 06, 2025
Fidelity Mega Cap Stock Fund
4.33%
▼ 2.15%
7
Buy
Mar 06, 2025
Blackstone Secured Lending Fund
12.62%
▲ 5.42%
33
Buy
Mar 06, 2025
Nvidia
14.28%
▼ 13.96%
25
Buy
Mar 06, 2025
Amazon
16.62%
▼ 9.65%
21
Sell
Mar 06, 2025
Cintas
2.92%
▼ 0.42%
3
Buy
Mar 06, 2025
Microsoft
2.43%
▼ 1.48%
3
Buy
Mar 06, 2025
AGNC Investment
―
▲ 10.90%
26
Close
Mar 05, 2025
Fidelity Floating Rate High Income
―
▼ 0.65%
2
Close
Mar 05, 2025
AbbVie
13.24%
▲ 7.47%
5
Buy
Mar 05, 2025
Groupon
―
▼ 15.96%
3
Close
Mar 05, 2025
Backblaze
0.42%
▼ 19.01%
1
Open
Feb 26, 2025
Shopify
1.55%
▲ 25.57%
6
Open
Feb 25, 2025
DHI Group
0.17%
▼ 28.44%
3
Sell
Feb 25, 2025
YieldMax MSTR Option Income Strategy ETF
2.02%
▼ 1.67%
6
Buy
Feb 25, 2025
Schwab US Dividend Equity ETF
10.99%
▲ 1.76%
4
Buy
Feb 25, 2025
SPDR S&P Aerospace & Defense ETF
3.77%
▼ 2.50%
2
Buy
Feb 21, 2025
Communication Services Select Sector SPDR Fund
1.55%
▼ 2.65%
1
Open
Feb 21, 2025
Vanguard Utilities ETF
1.29%
▼ 3.44%
1
Open
Feb 21, 2025
VanEck Gold Miners ETF
0.96%
▲ 2.06%
1
Open
Feb 21, 2025