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MG IRA - New Portfolio

Sal Bonetti

MG IRA
Individual Investor
Ranked #13,484 out of 816,888 TipRanks' Investors
Success Rate
87%
74 out of 85
profitable transactions
Average Return
40.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.22%
6-Month Return▲ 9.86%
12-Month Return▲ 19.45%
YTD Return▲ 15.02%
Total Return▲ 65.12%

Best Trade

Opened at
Closed at-
Gain▲ 427.03%

Bio

Moderate Growth & Income focused

Performance

27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▲ 2.25%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.84%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 0.95%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 4.25%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.42%
Jun 2025
▲ 27.87%
▲ 2.30%
▼ 0.87%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 3.82%
Aug 2025
▲ 1.52%
▲ 0.34%
▲ 0.22%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▲ 2.25%
▼ 1.80%▼ 5.57%▼ 1.84%
▲ 1.84%▼ 0.87%▼ 0.95%
▲ 12.20%▲ 6.28%▲ 4.25%
▲ 6.24%▲ 5.14%▲ 3.42%
▲ 27.87%▲ 2.30%▼ 0.87%
▲ 4.87%▲ 2.05%▲ 3.82%
▲ 1.52%▲ 0.34%▲ 0.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walker & Dunlop
▲ 17.15%
4
Close
Mar 05, 2025
McKesson
2.39%
▲ 7.71%
1
Open
Mar 05, 2025
Visa
2.38%
▲ 12.00%
2
Buy
Jan 14, 2025
Garmin
▲ 107.67%
4
Close
Jan 11, 2025
Verizon
2%
▲ 34.35%
3
Buy
Dec 17, 2024
VICI Properties
3.65%
▲ 17.64%
3
Buy
Dec 17, 2024
Texas Instruments
▲ 17.09%
3
Close
Dec 17, 2024
TSMC
4.86%
▲ 159.44%
3
Sell
Dec 17, 2024
Tractor Supply
3.68%
▲ 42.70%
3
Sell
Dec 17, 2024
Stag Industrial
1.8%
▲ 15.44%
3
Sell
Dec 17, 2024
NextEra Energy
3.57%
▲ 1.41%
3
Buy
Dec 17, 2024
Microsoft
2.15%
▲ 57.22%
3
Sell
Dec 17, 2024
Home Depot
1.82%
▲ 50.73%
3
Sell
Dec 17, 2024
Goldman Sachs Group
5.13%
▲ 135.22%
3
Sell
Dec 17, 2024
CME Group
1.82%
▲ 56.58%
3
Sell
Dec 17, 2024
Brookfield Infrastructure
3.13%
▼ 4.77%
3
Buy
Dec 17, 2024
Broadcom
4.07%
▲ 378.84%
3
Sell
Dec 17, 2024
American Tower
3.62%
▲ 9.73%
3
Buy
Dec 17, 2024
Mid-America Apartment
1.64%
▲ 2.07%
3
Buy
Dec 17, 2024
Apple
1.87%
▲ 37.14%
3
Sell
Dec 17, 2024