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Trad. IRA - New Portfolio
BJAMINZ
Trad. IRAIndividual Investor
Ranked #239,600 out of 857,329 TipRanks' Investors
Success Rate
35 out of 55
profitable transactions
profitable transactions
Average Return
12.81%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 5.51%
6-Month Return▲ 12.46%
12-Month Return▲ 23.97%
YTD Return▲ 1.72%
Total Return▲ 41.61%
Best Trade
Bio
No contribution long term agressive growth
Performance
12.88%0-12.88%
▲ 2.76%
▲ 2.05%
▼ 0.03%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.46%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 9.03%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 0.63%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.31%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 7.22%
Jan 2026
▼ 1.18%
▼ 0.86%
▼ 0.24%
Feb 2026
▲ 1.73%
▼ 5.20%
▼ 4.90%
Mar 2026
▲ 2.76%▲ 2.05%▼ 0.03%
▲ 12.88%▲ 3.56%▼ 0.46%
▲ 10.96%▲ 2.38%▲ 9.03%
▼ 3.68%▲ 0.19%▲ 0.63%
▼ 0.10%▲ 0.08%▲ 0.31%
▲ 4.06%▲ 1.47%▲ 7.22%
▼ 1.18%▼ 0.86%▼ 0.24%
▲ 1.73%▼ 5.20%▼ 4.90%
Recent Activity
Apple
13.76%
▲ 9.47%
3
Open
May 12, 2025
Philip Morris
―
▲ 30.63%
2
Close
May 12, 2025
Honest Company
―
▲ 21.84%
4
Close
Apr 04, 2025
Amazon
12.92%
▲ 11.92%
4
Buy
Mar 26, 2025
Schwab US Dividend Equity ETF
7.09%
▲ 13.18%
8
Sell
Mar 26, 2025
Advanced Micro Devices
26.53%
▲ 53.25%
7
Buy
Mar 26, 2025
Walmart
15.85%
▲ 53.89%
5
Buy
Feb 25, 2025
UTZ Brands
―
▼ 4.11%
5
Close
Feb 25, 2025
iShares ESG Aware MSCI USA ETF
―
▲ 9.44%
4
Close
Dec 09, 2024
Target
8.64%
▼ 10.73%
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
―
▼ 4.66%
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
6.42%
▲ 27.67%
3
Sell
Sep 20, 2024