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WELLSTRADE IRA ...0290 - New Portfolio

PerformancePortfolio Details

Greg

WELLSTRADE IRA ...0290
Individual Investor
Ranked #263,352 out of 781,066 TipRanks' Investors
Success Rate
59%
53 out of 90
profitable transactions
Average Return
3.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.86%
6-Month Return▲ 3.83%
12-Month Return▼ 17.45%
YTD Return▲ 2.03%
Total Return▼ 17.45%

Best Trade

AssetDave (DAVE)
Opened at
Closed at-
Gain▲ 152.66%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 2.46%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 2.42%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 1.76%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.28%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.67%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.27%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 0.58%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 2.03%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 2.46%
▲ 8.13%▲ 1.21%▼ 2.42%
▼ 13.14%▲ 2.34%▼ 1.76%
▲ 2.93%▲ 2.10%▼ 0.28%
▲ 10.00%▼ 0.89%▼ 1.67%
▲ 26.04%▲ 5.96%▲ 6.27%
▲ 5.93%▼ 2.41%▼ 0.58%
▲ 9.79%▲ 0.95%▲ 2.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NKE
Nike
1.44%
▼ 5.72%
5
Buy
Jan 14, 2025
MU
Micron
1.6%
▲ 15.87%
5
Buy
Jan 14, 2025
AMD
Advanced Micro Devices
2.19%
▼ 14.88%
7
Buy
Jan 14, 2025
SOFI
SoFi Technologies
0.19%
▲ 17.73%
1
Buy
Jan 10, 2025
VOX
Vanguard Communication Services ETF
1.03%
▲ 0.24%
2
Buy
Jan 08, 2025
VUG
Vanguard Growth ETF
0.95%
▼ 0.21%
2
Buy
Jan 08, 2025
KULR
KULR Technology Group
0.52%
▼ 30.49%
1
Buy
Jan 08, 2025
CMBT
Euronav
1.51%
▼ 35.78%
1
Buy
Jan 05, 2025
DOC
Healthpeak Properties
1.86%
▲ 12.14%
1
Buy
Jan 05, 2025
CTO
CTO Realty Growth
1.85%
▲ 14.15%
1
Buy
Jan 05, 2025
SAR
Saratoga Investment
1.9%
▲ 8.78%
1
Buy
Jan 05, 2025
FANG
Diamondback
2.06%
▲ 4.11%
1
Buy
Jan 05, 2025
META
Meta Platforms
2.21%
▲ 21.69%
1
Buy
Jan 05, 2025
MO
Altria Group
2.14%
▲ 28.02%
1
Buy
Jan 05, 2025
TSLA
Tesla
2.52%
▲ 61.05%
1
Buy
Jan 05, 2025
ABR
Arbor Realty
2.41%
▲ 0.44%
1
Buy
Jan 05, 2025
AAPL
Apple
6.17%
▲ 67.11%
1
Buy
Jan 05, 2025
XLK
Technology Select Sector SPDR Fund
7.55%
▲ 14.76%
1
Buy
Jan 05, 2025
AMZN
Amazon
9.85%
▲ 41.19%
1
Buy
Jan 05, 2025
SMH
VanEck Semiconductor ETF
16.54%
▲ 29.76%
1
Buy
Jan 05, 2025