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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 #212,416 out of 789,901 TipRanks' Investors
Success Rate
11 out of 13
profitable transactions
profitable transactions
Average Return
1.00%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.24%
6-Month Return-
12-Month Return-
YTD Return▼ 2.48%
Total Return▼ 2.44%
Best Trade
Bio
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
―
Aug 2024
▲ 2.93%
▲ 2.10%
―
Sep 2024
▲ 10.01%
▼ 0.89%
―
Oct 2024
▲ 26.01%
▲ 5.96%
―
Nov 2024
▲ 5.96%
▼ 2.41%
▲ 0.03%
Dec 2024
▲ 5.25%
▲ 2.69%
▼ 0.89%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.66%
Feb 2025
▲ 11.43%
▼ 1.75%
▲ 0.06%
Mar 2025
▼ 13.14%▲ 2.34%―
▲ 2.93%▲ 2.10%―
▲ 10.01%▼ 0.89%―
▲ 26.01%▲ 5.96%―
▲ 5.96%▼ 2.41%▲ 0.03%
▲ 5.25%▲ 2.69%▼ 0.89%
▼ 12.86%▼ 1.27%▼ 1.66%
▲ 11.43%▼ 1.75%▲ 0.06%
Recent Activity
Global X NASDAQ 100 Covered Call ETF
―
▲ 2.45%
4
Close
Jan 18, 2025
WisdomTree PutWrite Strategy Fund
2.62%
▼ 3.18%
2
Sell
Jan 16, 2025
Palladyne AI Corp
0.03%
▼ 49.03%
1
Buy
Dec 31, 2024
Vanguard FTSE All-World ex-US Index Fund
4.75%
▲ 4.77%
1
Buy
Dec 30, 2024
Vanguard Total International Stock ETF
4.74%
▲ 4.41%
1
Buy
Dec 30, 2024
Vanguard Total Bond Market ETF
4.65%
▲ 2.27%
1
Buy
Dec 30, 2024
Vanguard Total World Stock ETF
4.92%
▲ 9.56%
1
Buy
Dec 30, 2024
Vanguard Short-Term Treasury ETF
5.25%
▲ 1.20%
1
Buy
Dec 30, 2024
Vanguard Real Estate ETF
10.12%
▲ 10.25%
1
Buy
Dec 30, 2024
Vanguard Small Cap Value ETF
12.21%
▲ 4.77%
1
Buy
Dec 30, 2024
Vanguard Mid-Cap ETF
13.84%
▲ 9.38%
1
Buy
Dec 30, 2024
Vanguard Large-Cap ETF
33.59%
▲ 13.63%
1
Buy
Dec 30, 2024