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MG IRA - New Portfolio

Sal Bonetti

MG IRA
Individual Investor
Ranked #13,133 out of 807,773 TipRanks' Investors
Success Rate
87%
74 out of 85
profitable transactions
Average Return
36.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.53%
6-Month Return▲ 12.67%
12-Month Return▲ 18.00%
YTD Return▲ 11.70%
Total Return▲ 60.36%

Best Trade

Opened at
Closed at-
Gain▲ 331.80%

Bio

Moderate Growth & Income focused

Performance

12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 4.68%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 4.05%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.25%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.84%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 1.03%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 4.22%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.42%
Jun 2025
▲ 3.68%
▲ 0.93%
▲ 0.27%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 4.68%
▲ 6.03%▲ 2.69%▲ 4.05%
▼ 12.86%▼ 1.27%▲ 2.25%
▼ 1.80%▼ 5.57%▼ 1.84%
▲ 1.84%▼ 0.87%▼ 1.03%
▲ 12.20%▲ 6.28%▲ 4.22%
▲ 6.24%▲ 5.14%▲ 3.42%
▲ 3.68%▲ 0.93%▲ 0.27%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walker & Dunlop
▲ 17.15%
4
Close
Mar 05, 2025
McKesson
2.62%
▲ 11.05%
1
Open
Mar 05, 2025
Visa
2.57%
▲ 13.34%
2
Buy
Jan 14, 2025
Garmin
▲ 107.67%
4
Close
Jan 11, 2025
Verizon
2%
▲ 26.00%
3
Buy
Dec 17, 2024
VICI Properties
3.85%
▲ 17.01%
3
Buy
Dec 17, 2024
Texas Instruments
▲ 17.09%
3
Close
Dec 17, 2024
TSMC
4.89%
▲ 145.58%
3
Sell
Dec 17, 2024
Tractor Supply
3.67%
▲ 33.41%
3
Sell
Dec 17, 2024
Stag Industrial
1.87%
▲ 12.03%
3
Sell
Dec 17, 2024
NextEra Energy
3.98%
▲ 5.60%
3
Buy
Dec 17, 2024
Microsoft
2.32%
▲ 59.60%
3
Sell
Dec 17, 2024
Home Depot
1.71%
▲ 32.40%
3
Sell
Dec 17, 2024
Goldman Sachs Group
5.2%
▲ 123.43%
3
Sell
Dec 17, 2024
CME Group
2.03%
▲ 64.44%
3
Sell
Dec 17, 2024
Brookfield Infrastructure
3.53%
▼ 0.24%
3
Buy
Dec 17, 2024
Broadcom
3.54%
▲ 292.32%
3
Sell
Dec 17, 2024
American Tower
4.25%
▲ 21.31%
3
Buy
Dec 17, 2024
Mid-America Apartment
1.81%
▲ 4.75%
3
Buy
Dec 17, 2024
Apple
1.75%
▲ 20.68%
3
Sell
Dec 17, 2024