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Mandy M. Wultsch - Roth IRA Brokerage Account - ****5349 - New Portfolio
Mandy W
Mandy M. Wultsch - Roth IRA Brokerage Account - ****5349Individual Investor
Ranked #198,376 out of 783,619 TipRanks' Investors
Success Rate
12 out of 13
profitable transactions
profitable transactions
Average Return
2.94%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.21%
6-Month Return-
12-Month Return-
YTD Return▼ 0.21%
Total Return▼ 0.18%
Best Trade
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
▲ 9.99%
▼ 0.89%
―
Oct 2024
▲ 26.04%
▲ 5.96%
―
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 0.03%
Dec 2024
▲ 3.19%
▲ 2.68%
▼ 0.21%
Jan 2025
▲ 9.79%▲ 3.53%―
▲ 8.13%▲ 1.21%―
▼ 13.14%▲ 2.34%―
▲ 2.93%▲ 2.10%―
▲ 9.99%▼ 0.89%―
▲ 26.04%▲ 5.96%―
▲ 5.93%▼ 2.41%▲ 0.03%
▲ 3.19%▲ 2.68%▼ 0.21%
Recent Activity
Global X NASDAQ 100 Covered Call ETF
―
▲ 2.45%
4
Close
Jan 18, 2025
WisdomTree PutWrite Strategy Fund
2.67%
▲ 0.52%
2
Sell
Jan 16, 2025
Palladyne AI Corp
0.03%
▼ 36.75%
1
Buy
Dec 31, 2024
Vanguard FTSE All-World ex-US Index Fund
4.58%
▲ 3.25%
1
Buy
Dec 30, 2024
Vanguard Total International Stock ETF
4.58%
▲ 3.18%
1
Buy
Dec 30, 2024
Vanguard Total Bond Market ETF
4.48%
▲ 0.64%
1
Buy
Dec 30, 2024
Vanguard Total World Stock ETF
4.91%
▲ 12.00%
1
Buy
Dec 30, 2024
Vanguard Short-Term Treasury ETF
5.12%
▲ 0.80%
1
Buy
Dec 30, 2024
Vanguard Real Estate ETF
9.52%
▲ 6.05%
1
Buy
Dec 30, 2024
Vanguard Small Cap Value ETF
12.79%
▲ 12.12%
1
Buy
Dec 30, 2024
Vanguard Mid-Cap ETF
14.09%
▲ 13.83%
1
Buy
Dec 30, 2024
Vanguard Large-Cap ETF
34.03%
▲ 17.69%
1
Buy
Dec 30, 2024