tiprankstipranks

MG IRA - New Portfolio

Sal Bonetti

MG IRA
Individual Investor
Ranked #11,720 out of 770,014 TipRanks' Investors
Success Rate
92%
66 out of 72
profitable transactions
Average Return
34.11%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.96%
6-Month Return▲ 16.90%
12-Month Return▲ 40.59%
YTD Return▲ 27.32%
Total Return▲ 49.94%

Best Trade

Opened at
Closed at-
Gain▲ 157.30%

Bio

Moderate Growth & Income focused

Performance

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 3.72%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.28%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.00%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.25%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.84%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.41%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.46%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 4.70%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.72%
▲ 11.46%▲ 5.06%▲ 6.28%
▼ 2.25%▲ 3.53%▲ 2.00%
▲ 25.72%▲ 1.21%▲ 4.25%
▼ 4.22%▲ 2.34%▲ 3.84%
▲ 7.82%▲ 2.10%▲ 2.41%
▲ 5.70%▼ 0.89%▼ 1.46%
▲ 31.73%▲ 4.73%▲ 4.70%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Howmet Aerospace
2.43%
▲ 9.05%
2
Buy
Nov 12, 2024
Domino's Pizza
▲ 45.49%
3
Close
Nov 04, 2024
Realty Income
2.9%
▲ 11.37%
2
Buy
Jul 29, 2024
Amazon
▲ 8.34%
1
Close
Apr 10, 2024
Physicians Realty
▼ 12.71%
3
Close
Sep 29, 2023
Twilio
▼ 10.53%
2
Close
Sep 29, 2023
Accenture
▲ 8.46%
2
Close
Jun 09, 2023
Walker & Dunlop
4.19%
▲ 55.41%
2
Buy
Jun 09, 2023
Verizon
1.66%
▲ 34.05%
2
Buy
Jun 09, 2023
VICI Properties
3.01%
▲ 10.61%
2
Buy
Jun 09, 2023
Texas Instruments
1.79%
▲ 26.31%
2
Buy
Jun 09, 2023
Taiwan Semiconductor Manufacturing
5.6%
▲ 95.64%
2
Buy
Jun 09, 2023
Tractor Supply
3.84%
▲ 33.21%
2
Buy
Jun 09, 2023
Stag Industrial
1.97%
▲ 12.05%
2
Buy
Jun 09, 2023
Simpson Manufacturing Co
▲ 1.98%
2
Close
Jun 09, 2023
Royce Micro-Cap Trust Inc
▲ 6.56%
2
Close
Jun 09, 2023
Old Dominion Freight
▲ 0.93%
2
Close
Jun 09, 2023
Norfolk Southern
1.75%
▲ 32.62%
2
Buy
Jun 09, 2023
NextEra Energy
3.14%
▲ 7.52%
2
Buy
Jun 09, 2023
Microsoft
2.38%
▲ 32.29%
2
Buy
Jun 09, 2023