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Trad. IRA - New Portfolio
BJAMINZ
Trad. IRAIndividual Investor
Ranked #348,465 out of 827,344 TipRanks' Investors
Success Rate
31 out of 55
profitable transactions
profitable transactions
Average Return
12.15%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.21%
6-Month Return▲ 24.58%
12-Month Return▲ 20.72%
YTD Return▲ 14.69%
Total Return▲ 37.04%
Best Trade
Bio
No contribution long term agressive growth
Performance
12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 2.37%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 4.75%
May 2025
▲ 9.25%
▲ 5.14%
▲ 7.00%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 4.67%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 0.02%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.46%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 9.03%
Oct 2025
▼ 4.30%
▼ 1.63%
▼ 0.63%
Nov 2025
▲ 0.80%▼ 0.87%▼ 2.37%
▲ 11.63%▲ 6.28%▲ 4.75%
▲ 9.25%▲ 5.14%▲ 7.00%
▲ 7.60%▲ 2.30%▲ 4.67%
▲ 2.76%▲ 2.05%▼ 0.02%
▲ 12.88%▲ 3.56%▼ 0.46%
▲ 10.96%▲ 2.38%▲ 9.03%
▼ 4.30%▼ 1.63%▼ 0.63%
Recent Activity
Apple
14.52%
▲ 14.22%
3
Open
May 12, 2025
Philip Morris
―
▲ 30.63%
2
Close
May 12, 2025
Honest Company
―
▲ 21.84%
4
Close
Apr 04, 2025
Amazon
14.98%
▲ 33.20%
4
Buy
Mar 26, 2025
Schwab US Dividend Equity ETF
6.07%
▼ 1.50%
8
Sell
Mar 26, 2025
Advanced Micro Devices
29.99%
▲ 71.12%
7
Buy
Mar 26, 2025
Walmart
13.31%
▲ 32.10%
5
Buy
Feb 25, 2025
UTZ Brands
―
▼ 4.10%
5
Close
Feb 25, 2025
iShares ESG Aware MSCI USA ETF
―
▲ 9.44%
4
Close
Dec 09, 2024
Target
6.78%
▼ 29.70%
2
Buy
Dec 09, 2024
Schwab Small-Cap Index Fund-Select Shares
―
▲ 10.85%
2
Close
Dec 06, 2024
Schwab International Index Fund - Select Shares
―
▼ 4.15%
2
Close
Dec 02, 2024
Alphabet Class A
―
▼ 9.96%
2
Close
Oct 23, 2024
Costco
―
▲ 6.40%
2
Close
Oct 23, 2024
Meta Platforms
―
▲ 22.13%
2
Close
Oct 23, 2024
Microsoft
―
▼ 4.09%
2
Close
Oct 23, 2024
Schwab Municipal Bond ETF
―
▼ 0.63%
3
Close
Oct 23, 2024
Real Estate Select Sector SPDR Fund
―
▼ 0.93%
4
Close
Oct 23, 2024
National Health Investors
―
▼ 8.02%
2
Close
Oct 23, 2024
Starbucks
5.78%
▲ 16.44%
3
Sell
Sep 20, 2024