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Bren IRA - New Portfolio

Bren IRA
Individual Investor
Ranked #377,078 out of 781,107 TipRanks' Investors
Success Rate
51%
29 out of 57
profitable transactions
Average Return
5.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.88%
6-Month Return-
12-Month Return-
YTD Return▲ 5.14%
Total Return▲ 25.12%

Best Trade

Opened at
Closed at-
Gain▲ 52.85%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 3.89%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 20.08%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.61%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 5.14%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 10.00%▼ 0.89%▲ 3.89%
▲ 26.04%▲ 5.96%▲ 20.08%
▲ 5.93%▼ 2.41%▼ 4.61%
▲ 6.90%▲ 1.96%▲ 5.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Fox
▼ 2.36%
2
Close
Jan 21, 2025
Vital Farms
▲ 6.36%
2
Close
Jan 21, 2025
Vertex
5.57%
▲ 18.02%
4
Buy
Jan 17, 2025
Alphabet Class A
7.42%
▲ 3.25%
4
Buy
Jan 17, 2025
TSMC
3.56%
▲ 1.95%
3
Buy
Jan 17, 2025
Goldman Sachs Group
5.17%
▲ 2.17%
2
Buy
Jan 17, 2025
Exlservice Holdings
1.62%
0.00%
1
Buy
Jan 17, 2025
ServiceNow
3.57%
0.00%
1
Buy
Jan 17, 2025
Agnico Eagle
3.44%
0.00%
1
Buy
Jan 17, 2025
Enova International
1.78%
0.00%
1
Buy
Jan 17, 2025
Howmet Aerospace
3.11%
▼ 0.10%
1
Buy
Jan 16, 2025
Vertiv Holdings
8.16%
▲ 21.63%
5
Buy
Jan 15, 2025
GeneDx Holdings
▼ 1.71%
2
Close
Jan 15, 2025
ACI Worldwide
1.78%
▼ 1.43%
1
Buy
Jan 15, 2025
Flowserve
2.11%
▲ 1.10%
1
Buy
Jan 15, 2025
Blue Owl Capital
▼ 3.48%
5
Close
Jan 09, 2025
Block
▼ 5.99%
2
Close
Jan 09, 2025
Shopify
▼ 5.30%
2
Close
Jan 09, 2025
Nvidia
13.76%
▲ 19.90%
6
Sell
Jan 08, 2025
Stride
1.9%
▼ 0.16%
1
Buy
Jan 08, 2025