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MG IRA - New Portfolio

Sal Bonetti

MG IRA
Individual Investor
Ranked #10,018 out of 793,549 TipRanks' Investors
Success Rate
87%
74 out of 85
profitable transactions
Average Return
27.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.82%
6-Month Return▲ 3.70%
12-Month Return▲ 19.62%
YTD Return▲ 4.65%
Total Return▲ 50.24%

Best Trade

Opened at
Closed at-
Gain▲ 181.46%

Bio

Moderate Growth & Income focused

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 3.84%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.41%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.60%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.32%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 4.68%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 4.24%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.25%
Feb 2025
▲ 5.30%
▼ 4.02%
▼ 1.82%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 3.84%
▲ 2.93%▲ 2.10%▲ 2.41%
▲ 10.00%▼ 0.89%▼ 1.60%
▲ 26.01%▲ 5.96%▲ 5.32%
▲ 5.34%▼ 2.41%▼ 4.68%
▲ 5.88%▲ 2.69%▲ 4.24%
▼ 12.86%▼ 1.27%▲ 2.25%
▲ 5.30%▼ 4.02%▼ 1.82%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walker & Dunlop
▲ 17.15%
4
Close
Mar 05, 2025
McKesson
2.54%
▲ 3.66%
1
Open
Mar 05, 2025
Visa
2.64%
▲ 11.93%
2
Buy
Jan 14, 2025
Garmin
▲ 107.67%
4
Close
Jan 11, 2025
Verizon
2.2%
▲ 29.54%
3
Buy
Dec 17, 2024
VICI Properties
3.82%
▲ 10.19%
3
Buy
Dec 17, 2024
Texas Instruments
▲ 17.09%
3
Close
Dec 17, 2024
TSMC
3.82%
▲ 84.42%
3
Sell
Dec 17, 2024
Tractor Supply
3.61%
▲ 25.97%
3
Sell
Dec 17, 2024
Stag Industrial
1.9%
▲ 8.44%
3
Sell
Dec 17, 2024
NextEra Energy
3.87%
▼ 1.82%
3
Buy
Dec 17, 2024
Microsoft
1.87%
▲ 23.43%
3
Sell
Dec 17, 2024
Home Depot
1.73%
▲ 28.76%
3
Sell
Dec 17, 2024
Goldman Sachs Group
4.4%
▲ 81.00%
3
Sell
Dec 17, 2024
CME Group
2.01%
▲ 56.33%
3
Sell
Dec 17, 2024
Brookfield Infrastructure
3.41%
▼ 8.37%
3
Buy
Dec 17, 2024
Broadcom
2.4%
▲ 155.72%
3
Sell
Dec 17, 2024
American Tower
4.22%
▲ 14.36%
3
Buy
Dec 17, 2024
Mid-America Apartment
2.05%
▲ 13.23%
3
Buy
Dec 17, 2024
Apple
1.91%
▲ 26.44%
3
Sell
Dec 17, 2024