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SEP-IRA - New Portfolio
Ben R.
SEP-IRAIndividual Investor
Ranked #298,517 out of 784,572 TipRanks' Investors
Success Rate
59 out of 108
profitable transactions
profitable transactions
Average Return
6.40%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.25%
6-Month Return▲ 13.83%
12-Month Return▲ 16.86%
YTD Return▲ 3.67%
Total Return▼ 3.04%
Best Trade
Bio
SEP-IRA with a very aggressive mix of stocks
Performance
26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 2.48%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.00%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.96%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.87%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.73%
Nov 2024
▲ 5.91%
▼ 2.41%
▼ 5.03%
Dec 2024
▲ 4.65%
▲ 2.69%
▲ 3.93%
Jan 2025
▼ 13.89%
▼ 0.67%
▼ 0.25%
Feb 2025
▲ 8.13%▲ 1.21%▲ 2.48%
▼ 13.14%▲ 2.34%▲ 2.00%
▲ 2.93%▲ 2.10%▲ 3.96%
▲ 9.99%▼ 0.89%▼ 1.87%
▲ 26.04%▲ 5.96%▲ 4.73%
▲ 5.91%▼ 2.41%▼ 5.03%
▲ 4.65%▲ 2.69%▲ 3.93%
▼ 13.89%▼ 0.67%▼ 0.25%
Recent Activity
Revelyst, Inc.
―
▲ 5.68%
2
Close
Jan 03, 2025
Vista Outdoor
―
▲ 60.37%
2
Close
Nov 27, 2024
Global X Cannabis ETF
―
▼ 85.88%
7
Close
Feb 16, 2024
Activision Blizzard
―
▼ 1.35%
3
Close
Oct 12, 2023
Coinbase Global
1.51%
▲ 20.87%
2
Sell
Aug 12, 2023
SPDR S&P 500 ETF Trust
3.35%
▲ 44.79%
4
Buy
Aug 12, 2023
JPMorgan Chase & Co.
3.84%
▲ 80.62%
4
Buy
Aug 12, 2023
Verizon
1.83%
▼ 22.87%
7
Buy
Aug 12, 2023
Cisco Systems
3.53%
▲ 16.54%
6
Buy
Aug 12, 2023
Lowe's
3.6%
▲ 41.13%
4
Buy
Aug 12, 2023
PepsiCo
3.26%
▼ 0.31%
3
Buy
Jul 17, 2023
Nike
1.69%
▼ 40.43%
3
Buy
Jul 17, 2023
Johnson & Johnson
3.62%
▼ 8.14%
5
Sell
Jul 17, 2023
AstraZeneca
0.78%
▲ 21.07%
3
Buy
Jul 17, 2023
McDonald's
2.44%
▲ 25.39%
4
Buy
Jul 17, 2023
Scotts Miracle-Gro Company
1.2%
▼ 55.13%
5
Buy
Jul 17, 2023
Health Care Select Sector SPDR Fund
1.23%
▲ 20.47%
4
Buy
Jul 17, 2023
Target
3.05%
▼ 33.14%
4
Buy
Jul 17, 2023
Applied Materials
2.44%
▲ 43.03%
4
Buy
Jul 17, 2023
Microsoft
9.04%
▲ 59.09%
4
Buy
Jul 17, 2023