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Bren IRA - New Portfolio

Bren IRA
Individual Investor
Ranked #380,630 out of 775,913 TipRanks' Investors
Success Rate
50%
17 out of 34
profitable transactions
Average Return
4.87%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.05%
6-Month Return-
12-Month Return-
YTD Return▲ 20.98%
Total Return▲ 20.98%

Best Trade

Opened at
Closed at-
Gain▲ 40.02%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.71%
▲ 1.21%
Jul 2024
▼ 4.22%
▲ 2.34%
Aug 2024
▲ 7.82%
▲ 2.10%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 3.89%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 20.08%
Nov 2024
▼ 5.24%
▼ 2.73%
▼ 3.02%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.71%▲ 1.21%
▼ 4.22%▲ 2.34%
▲ 7.82%▲ 2.10%
▲ 5.38%▼ 0.89%▲ 3.89%
▲ 43.22%▲ 5.96%▲ 20.08%
▼ 5.24%▼ 2.73%▼ 3.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vertex
3.55%
▲ 40.02%
2
Buy
Dec 20, 2024
Axon Enterprise
7.33%
▲ 34.37%
2
Buy
Dec 20, 2024
DoorDash
8.5%
▲ 8.88%
3
Buy
Dec 20, 2024
Deckers Outdoor
8.74%
▲ 18.33%
2
Buy
Dec 20, 2024
Nvidia
20.1%
▲ 30.41%
3
Buy
Dec 20, 2024
Alphabet Class A
6.66%
▲ 1.43%
3
Buy
Dec 20, 2024
Viking Holdings Ltd
3.07%
0.00%
1
Buy
Dec 20, 2024
MPLX
▲ 4.84%
2
Close
Dec 18, 2024
Fair Isaac
▲ 1.58%
2
Close
Dec 18, 2024
FTAI Aviation
▼ 12.31%
2
Close
Dec 18, 2024
Badger Meter
▼ 2.78%
2
Close
Dec 18, 2024
Insulet
▼ 3.02%
2
Close
Dec 18, 2024
Schwab International Core Equity Fund Institutional Shs
3.69%
▲ 2.91%
2
Buy
Dec 17, 2024
Travelzoo
1.32%
▼ 3.62%
1
Buy
Dec 17, 2024
Fox
3.28%
▲ 0.76%
1
Buy
Dec 17, 2024
CrowdStrike Holdings
3%
▼ 6.39%
1
Buy
Dec 17, 2024
Western Midstream Partners
▼ 4.35%
4
Sell
Dec 12, 2024
GraniteShares 1.5x Short NVDA Daily ETF
▲ 3.00%
2
Sell
Dec 12, 2024
Blue Owl Capital
6.23%
▼ 2.59%
2
Buy
Dec 10, 2024
Tradeweb Markets
▼ 4.92%
3
Close
Dec 10, 2024