tiprankstipranks

Trad. IRA - New Portfolio

BJAMINZ

Trad. IRA
Individual Investor
Ranked #330,256 out of 781,066 TipRanks' Investors
Success Rate
54%
26 out of 48
profitable transactions
Average Return
8.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.79%
6-Month Return▲ 20.73%
12-Month Return-
YTD Return▲ 0.20%
Total Return▲ 19.89%

Best Trade

Opened at
Closed at-
Gain▲ 110.90%

Bio

No contribution long term agressive growth

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 1.31%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 8.85%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.15%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.19%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 16.82%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.61%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 0.20%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%▼ 1.31%
▼ 13.14%▲ 2.34%▲ 8.85%
▲ 2.93%▲ 2.10%▲ 1.15%
▲ 10.00%▼ 0.89%▼ 1.19%
▲ 26.04%▲ 5.96%▲ 16.82%
▲ 5.93%▼ 2.41%▼ 4.61%
▲ 11.17%▲ 1.96%▲ 0.20%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
iShares ESG Aware MSCI USA ETF
▲ 9.44%
4
Close
Dec 09, 2024
Schwab US Dividend Equity ETF
28.69%
▲ 0.78%
5
Buy
Dec 09, 2024
Target
13.03%
▼ 0.16%
2
Buy
Dec 09, 2024
Philip Morris
10.78%
▼ 4.48%
1
Open
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
UTZ Brands
6.31%
▼ 3.42%
4
Sell
Nov 13, 2024
Advanced Micro Devices
▲ 3.81%
4
Close
Nov 13, 2024
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 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
9.09%
▲ 25.30%
4
Buy
Oct 04, 2024
Starbucks
8.43%
▲ 27.01%
3
Sell
Sep 20, 2024
Honest Company
5.83%
▲ 91.80%
3
Sell
Sep 20, 2024
Amazon
14.16%
▲ 26.73%
3
Buy
Sep 13, 2024