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SEP-IRA - New Portfolio
Ben R.
SEP-IRAIndividual Investor
Ranked #350,334 out of 756,513 TipRanks' Investors
Success Rate
53 out of 107
profitable transactions
profitable transactions
Average Return
1.75%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.13%
6-Month Return▲ 5.27%
12-Month Return▲ 17.86%
YTD Return▲ 8.80%
Total Return▼ 7.95%
Best Trade
Bio
SEP-IRA with a very aggressive mix of stocks
Performance
25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 6.15%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.54%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.27%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.26%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.62%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 2.49%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.00%
Aug 2024
▼ 0.96%
▼ 0.30%
▲ 0.01%
Sep 2024
▲ 14.08%▲ 5.22%▲ 6.15%
▲ 5.05%▲ 3.27%▲ 2.54%
▼ 12.40%▼ 4.03%▼ 5.27%
▲ 11.46%▲ 5.06%▲ 2.26%
▼ 2.25%▲ 3.53%▲ 0.62%
▲ 25.76%▲ 1.21%▲ 2.49%
▼ 4.21%▲ 2.34%▲ 2.00%
▼ 0.96%▼ 0.30%▲ 0.01%
Recent Activity
Global X Cannabis ETF
―
▼ 85.88%
7
Close
Feb 16, 2024
Activision Blizzard
―
▼ 1.35%
3
Close
Oct 12, 2023
Coinbase Global
0.92%
▼ 29.71%
2
Sell
Aug 12, 2023
SPDR S&P 500 ETF Trust
3.33%
▲ 35.22%
4
Buy
Aug 12, 2023
JPMorgan Chase & Co.
3.17%
▲ 37.73%
4
Buy
Aug 12, 2023
Verizon
2.2%
▼ 13.92%
7
Buy
Aug 12, 2023
Cisco Systems
3.13%
▼ 5.38%
6
Buy
Aug 12, 2023
Lowe's
3.83%
▲ 40.14%
4
Buy
Aug 12, 2023
PepsiCo
4.28%
▲ 23.23%
3
Buy
Jul 17, 2023
Nike
1.87%
▼ 38.65%
3
Buy
Jul 17, 2023
Johnson & Johnson
4.19%
▼ 0.94%
5
Sell
Jul 17, 2023
AstraZeneca
0.95%
▲ 37.42%
3
Buy
Jul 17, 2023
McDonald's
2.66%
▲ 28.32%
4
Buy
Jul 17, 2023
Scotts Miracle-Gro Company
1.29%
▼ 55.07%
5
Buy
Jul 17, 2023
Health Care Select Sector SPDR Fund
1.4%
▲ 27.95%
4
Buy
Jul 17, 2023
Target
3.66%
▼ 25.37%
4
Buy
Jul 17, 2023
Applied Materials
2.73%
▲ 50.97%
4
Buy
Jul 17, 2023
Microsoft
10.06%
▲ 66.12%
4
Buy
Jul 17, 2023
Blackstone Mortgage
1.03%
▼ 36.12%
7
Buy
Jul 17, 2023
Visa
5.94%
▲ 28.06%
4
Sell
Jul 17, 2023