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MG IRA - New Portfolio

Sal Bonetti

MG IRA
Individual Investor
Ranked #13,769 out of 813,701 TipRanks' Investors
Success Rate
87%
74 out of 85
profitable transactions
Average Return
38.56%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.34%
6-Month Return▲ 6.78%
12-Month Return▲ 17.41%
YTD Return▲ 13.15%
Total Return▲ 62.44%

Best Trade

Opened at
Closed at-
Gain▲ 382.10%

Bio

Moderate Growth & Income focused

Performance

27.89%0-27.89%
▲ 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%
▼ 0.95%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 4.25%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.42%
Jun 2025
▲ 27.89%
▲ 2.30%
▼ 0.87%
Jul 2025
▲ 6.85%
▲ 1.80%
▲ 2.35%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 4.05%
▼ 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%
▲ 27.89%▲ 2.30%▼ 0.87%
▲ 6.85%▲ 1.80%▲ 2.35%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walker & Dunlop
▲ 17.15%
4
Close
Mar 05, 2025
McKesson
2.38%
▲ 5.33%
1
Open
Mar 05, 2025
Visa
2.44%
▲ 12.41%
2
Buy
Jan 14, 2025
Garmin
▲ 107.67%
4
Close
Jan 11, 2025
Verizon
2.03%
▲ 33.93%
3
Buy
Dec 17, 2024
VICI Properties
3.59%
▲ 13.79%
3
Buy
Dec 17, 2024
Texas Instruments
▲ 17.09%
3
Close
Dec 17, 2024
TSMC
4.86%
▲ 154.61%
3
Sell
Dec 17, 2024
Tractor Supply
3.74%
▲ 42.10%
3
Sell
Dec 17, 2024
Stag Industrial
1.72%
▲ 8.17%
3
Sell
Dec 17, 2024
NextEra Energy
3.87%
▲ 7.04%
3
Buy
Dec 17, 2024
Microsoft
2.3%
▲ 64.94%
3
Sell
Dec 17, 2024
Home Depot
1.77%
▲ 42.88%
3
Sell
Dec 17, 2024
Goldman Sachs Group
5.17%
▲ 131.60%
3
Sell
Dec 17, 2024
CME Group
1.94%
▲ 63.74%
3
Sell
Dec 17, 2024
Brookfield Infrastructure
3.11%
▼ 8.21%
3
Buy
Dec 17, 2024
Broadcom
3.79%
▲ 338.01%
3
Sell
Dec 17, 2024
American Tower
3.83%
▲ 14.05%
3
Buy
Dec 17, 2024
Mid-America Apartment
1.62%
▼ 1.09%
3
Buy
Dec 17, 2024
Apple
1.84%
▲ 32.51%
3
Sell
Dec 17, 2024