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Retire Acct 9-15-24 - New Portfolio

Chuck W.

Retire Acct 9-15-24
Individual Investor
Ranked #110,256 out of 784,132 TipRanks' Investors
Success Rate
70%
145 out of 208
profitable transactions
Average Return
3.90%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.34%
6-Month Return-
12-Month Return-
YTD Return▲ 4.15%
Total Return▲ 9.78%

Best Trade

Opened at
Closed at
Gain▲ 54.94%

Bio

Let's see how this goes . .

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.97%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 2.91%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.54%
Nov 2024
▲ 5.91%
▼ 2.41%
▼ 1.06%
Dec 2024
▲ 4.65%
▲ 2.69%
▲ 4.26%
Jan 2025
▼ 13.89%
▼ 0.67%
▼ 0.11%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%▲ 3.97%
▲ 9.99%▼ 0.89%▼ 2.91%
▲ 26.04%▲ 5.96%▲ 5.54%
▲ 5.91%▼ 2.41%▼ 1.06%
▲ 4.65%▲ 2.69%▲ 4.26%
▼ 13.89%▼ 0.67%▼ 0.11%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Blackstone Secured Lending Fund
0.51%
▲ 8.45%
25
Buy
Feb 05, 2025
AT&T
4.96%
▲ 9.42%
20
Sell
Feb 04, 2025
YieldMax MSTR Option Income Strategy ETF
0.57%
0.00%
2
Buy
Feb 04, 2025
Kaspi.kz JSC Sponsored ADR RegS
1.2%
0.00%
2
Buy
Feb 04, 2025
Altria Group
3.92%
0.00%
2
Buy
Feb 04, 2025
Global X NASDAQ 100 Covered Call ETF
10.77%
▲ 1.79%
14
Buy
Feb 03, 2025
Petroleo Brasileiro SA- Petrobras
7.9%
▲ 5.11%
16
Sell
Feb 03, 2025
AGNC Investment
13.38%
▲ 6.59%
19
Buy
Jan 31, 2025
Flex
0.98%
▼ 3.26%
2
Buy
Jan 31, 2025
Fidelity Mega Cap Stock Fund
1.69%
▲ 1.07%
5
Buy
Jan 30, 2025
Meta Platforms
6.15%
▲ 14.29%
16
Buy
Jan 30, 2025
Nvidia
16.98%
▼ 12.20%
22
Buy
Jan 30, 2025
Fidelity Floating Rate High Income
1.02%
▼ 0.11%
1
Open
Jan 30, 2025
DHI Group
0.36%
▼ 9.12%
1
Open
Jan 30, 2025
D-Wave Quantum
1.28%
▲ 2.13%
1
Open
Jan 30, 2025
Microstrategy
1.18%
▲ 2.06%
1
Open
Jan 30, 2025
Realty Income
13.34%
▲ 0.59%
10
Buy
Jan 29, 2025
Amazon
4.44%
▲ 7.44%
11
Sell
Jan 29, 2025
Uber Technologies
9.35%
▼ 1.09%
5
Buy
Jan 29, 2025
Enel Chile SA
▲ 7.61%
8
Close
Jan 21, 2025