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Trad. IRA - New Portfolio
BJAMINZ
Trad. IRAIndividual Investor
Ranked #345,570 out of 813,090 TipRanks' Investors
Success Rate
31 out of 55
profitable transactions
profitable transactions
Average Return
8.81%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.64%
6-Month Return▲ 3.92%
12-Month Return▲ 26.45%
YTD Return▲ 8.58%
Total Return▲ 29.74%
Best Trade
Bio
No contribution long term agressive growth
Performance
27.91%0-27.91%
▲ 6.03%
▲ 2.69%
▲ 2.81%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.83%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.98%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.37%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 4.75%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.00%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 4.67%
Jul 2025
▲ 6.81%
▲ 1.68%
▲ 2.07%
Aug 2025
▲ 6.03%▲ 2.69%▲ 2.81%
▼ 12.86%▼ 1.27%▼ 1.83%
▼ 1.80%▼ 5.57%▼ 7.98%
▲ 1.84%▼ 0.87%▼ 2.37%
▲ 12.20%▲ 6.28%▲ 4.75%
▲ 6.24%▲ 5.14%▲ 7.00%
▲ 27.91%▲ 2.30%▲ 4.67%
▲ 6.81%▲ 1.68%▲ 2.07%
Recent Activity
Apple
13.67%
▲ 5.00%
3
Open
May 12, 2025
Philip Morris
―
▲ 30.63%
2
Close
May 12, 2025
Honest Company
―
▲ 21.84%
4
Close
Apr 04, 2025
Amazon
14.95%
▲ 20.70%
4
Buy
Mar 26, 2025
Schwab US Dividend Equity ETF
6.78%
▼ 1.05%
8
Sell
Mar 26, 2025
Advanced Micro Devices
24.73%
▲ 38.61%
7
Buy
Mar 26, 2025
Walmart
14.8%
▲ 33.12%
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
8.7%
▼ 19.00%
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
6.95%
▲ 26.22%
3
Sell
Sep 20, 2024