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Trad. IRA - New Portfolio
BJAMINZ
Trad. IRAIndividual Investor
Ranked #240,594 out of 767,017 TipRanks' Investors
Success Rate
28 out of 44
profitable transactions
profitable transactions
Average Return
6.55%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.26%
6-Month Return-
12-Month Return-
YTD Return▲ 15.12%
Total Return▲ 15.12%
Best Trade
Bio
No contribution long term agressive growth
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
―
Apr 2024
▲ 11.46%
▲ 5.06%
―
May 2024
▼ 2.25%
▲ 3.53%
―
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 1.31%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 8.85%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.10%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 0.59%
Oct 2024
▲ 9.99%
▲ 4.97%
▲ 6.62%
Nov 2024
▼ 12.40%▼ 4.03%―
▲ 11.46%▲ 5.06%―
▼ 2.25%▲ 3.53%―
▲ 25.72%▲ 1.21%▼ 1.31%
▼ 4.22%▲ 2.34%▲ 8.85%
▲ 7.82%▲ 2.10%▲ 1.10%
▲ 6.02%▼ 0.89%▼ 0.59%
▲ 9.99%▲ 4.97%▲ 6.62%
Recent Activity
Apple
―
▲ 0.94%
2
Close
Oct 23, 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 US Dividend Equity ETF
29.51%
▲ 4.04%
3
Buy
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
Walmart
9.49%
▲ 15.57%
4
Buy
Oct 04, 2024
Starbucks
9.94%
▲ 31.10%
3
Sell
Sep 20, 2024
Honest Company
5.98%
▲ 39.92%
3
Sell
Sep 20, 2024
Amazon
15.07%
▲ 17.18%
3
Buy
Sep 13, 2024
Nvidia
―
▼ 1.48%
4
Close
Sep 13, 2024
Schwab International Index Fund - Select Shares
1.88%
▼ 6.32%
1
Open
Aug 30, 2024
Schwab S&P 500 Index Fund- Select Shares
―
▲ 0.14%
6
Close
Aug 22, 2024
UTZ Brands
8.25%
▲ 17.20%
3
Sell
Aug 16, 2024
Advanced Micro Devices
―
▲ 7.04%
3
Sell
Aug 16, 2024
CBRE Group
―
▲ 10.16%
2
Close
Aug 12, 2024
Home Depot
―
▼ 7.01%
2
Close
Aug 12, 2024