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MG IRA - New Portfolio

Sal Bonetti

MG IRA
Individual Investor
Ranked #11,866 out of 795,672 TipRanks' Investors
Success Rate
82%
70 out of 85
profitable transactions
Average Return
24.34%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.87%
6-Month Return▼ 1.51%
12-Month Return▲ 22.64%
YTD Return▲ 0.91%
Total Return▲ 44.87%

Best Trade

Opened at
Closed at-
Gain▲ 180.03%

Bio

Moderate Growth & Income focused

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 2.41%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.60%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 5.32%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 4.68%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 4.13%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.25%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.84%
Mar 2025
▼ 6.01%
▼ 3.62%
▼ 3.45%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 2.41%
▲ 10.00%▼ 0.89%▼ 1.60%
▲ 25.98%▲ 5.96%▲ 5.32%
▲ 5.34%▼ 2.41%▼ 4.68%
▲ 5.99%▲ 2.69%▲ 4.13%
▼ 12.86%▼ 1.27%▲ 2.25%
▼ 1.80%▼ 5.57%▼ 1.84%
▼ 6.01%▼ 3.62%▼ 3.45%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walker & Dunlop
▲ 17.15%
4
Close
Mar 05, 2025
McKesson
2.8%
▲ 8.50%
1
Open
Mar 05, 2025
Visa
2.7%
▲ 9.01%
2
Buy
Jan 14, 2025
Garmin
▲ 107.67%
4
Close
Jan 11, 2025
Verizon
2.32%
▲ 31.98%
3
Buy
Dec 17, 2024
VICI Properties
3.98%
▲ 9.12%
3
Buy
Dec 17, 2024
Texas Instruments
▲ 17.09%
3
Close
Dec 17, 2024
TSMC
3.61%
▲ 65.65%
3
Sell
Dec 17, 2024
Tractor Supply
3.68%
▲ 21.99%
3
Sell
Dec 17, 2024
Stag Industrial
1.81%
▼ 1.50%
3
Sell
Dec 17, 2024
NextEra Energy
3.96%
▼ 4.69%
3
Buy
Dec 17, 2024
Microsoft
1.95%
▲ 22.75%
3
Sell
Dec 17, 2024
Home Depot
1.8%
▲ 27.00%
3
Sell
Dec 17, 2024
Goldman Sachs Group
4.06%
▲ 58.94%
3
Sell
Dec 17, 2024
CME Group
2.13%
▲ 56.91%
3
Sell
Dec 17, 2024
Brookfield Infrastructure
3.45%
▼ 11.77%
3
Buy
Dec 17, 2024
Broadcom
2.52%
▲ 154.43%
3
Sell
Dec 17, 2024
American Tower
4.61%
▲ 19.56%
3
Buy
Dec 17, 2024
Mid-America Apartment
2.08%
▲ 9.05%
3
Buy
Dec 17, 2024
Apple
1.84%
▲ 15.59%
3
Sell
Dec 17, 2024