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Trad. IRA - New Portfolio
BJAMINZ
Trad. IRAIndividual Investor
Ranked #213,137 out of 770,014 TipRanks' Investors
Success Rate
28 out of 44
profitable transactions
profitable transactions
Average Return
11.89%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 15.41%
6-Month Return-
12-Month Return-
YTD Return▲ 24.40%
Total Return▲ 24.40%
Best Trade
Bio
No contribution long term agressive growth
Performance
31.73%0-31.73%
▼ 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
▲ 5.70%
▼ 0.89%
▼ 0.85%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 15.51%
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%
▲ 5.70%▼ 0.89%▼ 0.85%
▲ 31.73%▲ 4.73%▲ 15.51%
Recent Activity
UTZ Brands
8.28%
▲ 15.58%
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 US Dividend Equity ETF
29.07%
▲ 6.20%
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
9.62%
▲ 21.71%
4
Buy
Oct 04, 2024
Starbucks
9.82%
▲ 35.97%
3
Sell
Sep 20, 2024
Honest Company
8.26%
▲ 149.81%
3
Sell
Sep 20, 2024
Amazon
13.73%
▲ 12.99%
3
Buy
Sep 13, 2024
Nvidia
―
▼ 1.48%
4
Close
Sep 13, 2024
Schwab International Index Fund - Select Shares
1.82%
▼ 6.20%
1
Open
Aug 30, 2024
Schwab S&P 500 Index Fund- Select Shares
―
▲ 0.14%
6
Close
Aug 22, 2024
CBRE Group
―
▲ 10.16%
2
Close
Aug 12, 2024
Home Depot
―
▼ 7.01%
2
Close
Aug 12, 2024