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MG IRA - New Portfolio

Sal Bonetti

MG IRA
Individual Investor
Ranked #26,002 out of 781,066 TipRanks' Investors
Success Rate
79%
66 out of 84
profitable transactions
Average Return
29.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.66%
6-Month Return▲ 8.61%
12-Month Return▲ 26.91%
YTD Return▲ 2.71%
Total Return▲ 47.19%

Best Trade

Opened at
Closed at-
Gain▲ 271.66%

Bio

Moderate Growth & Income focused

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 2.00%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 4.25%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.84%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.41%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.65%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.31%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.79%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 2.71%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 2.00%
▲ 8.13%▲ 1.21%▲ 4.25%
▼ 13.14%▲ 2.34%▲ 3.84%
▲ 2.93%▲ 2.10%▲ 2.41%
▲ 10.00%▼ 0.89%▼ 1.65%
▲ 26.04%▲ 5.96%▲ 5.31%
▲ 5.93%▼ 2.41%▼ 4.79%
▲ 9.79%▲ 0.95%▲ 2.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Visa
2.44%
▲ 3.77%
2
Buy
Jan 14, 2025
Garmin
▲ 107.67%
4
Close
Jan 11, 2025
Walker & Dunlop
3.19%
▲ 31.71%
3
Sell
Dec 17, 2024
Verizon
1.93%
▲ 13.71%
3
Buy
Dec 17, 2024
VICI Properties
3.51%
▲ 0.03%
3
Buy
Dec 17, 2024
Texas Instruments
▲ 17.09%
3
Close
Dec 17, 2024
TSMC
4.65%
▲ 124.13%
3
Sell
Dec 17, 2024
Tractor Supply
3.59%
▲ 24.97%
3
Sell
Dec 17, 2024
Stag Industrial
1.82%
▲ 3.08%
3
Sell
Dec 17, 2024
NextEra Energy
3.92%
▼ 1.18%
3
Buy
Dec 17, 2024
Microsoft
2.05%
▲ 35.52%
3
Sell
Dec 17, 2024
Home Depot
1.96%
▲ 43.88%
3
Sell
Dec 17, 2024
Goldman Sachs Group
4.79%
▲ 96.43%
3
Sell
Dec 17, 2024
CME Group
1.78%
▲ 37.79%
3
Sell
Dec 17, 2024
Brookfield Infrastructure
3.52%
▼ 7.11%
3
Buy
Dec 17, 2024
Broadcom
3.18%
▲ 237.68%
3
Sell
Dec 17, 2024
American Tower
3.82%
▲ 3.67%
3
Buy
Dec 17, 2024
Mid-America Apartment
1.87%
▲ 3.61%
3
Buy
Dec 17, 2024
Apple
1.98%
▲ 31.12%
3
Sell
Dec 17, 2024
Atlantica Sustainable Infrastructure
▲ 0.45%
2
Close
Dec 17, 2024