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Traditional IRA SAM2-RET - New Portfolio

PerformancePortfolio Details

Traditional IRA SAM2-RET
Individual Investor
Ranked #520,130 out of 859,217 TipRanks' Investors
Success Rate
45%
44 out of 98
profitable transactions
Average Return
4.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.51%
6-Month Return▲ 12.97%
12-Month Return▲ 48.84%
YTD Return▲ 7.37%
Total Return▲ 10.38%

Best Trade

AssetiShares Cor... (HDV)
Opened at
Closed at
Gain▲ 387.82%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 4.97%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.42%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.57%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.04%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 6.18%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 1.01%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 3.44%
Mar 2026
▲ 10.48%
▲ 6.78%
▲ 3.68%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 4.97%
▲ 10.96%▲ 2.38%▲ 3.42%
▼ 3.68%▲ 0.19%▲ 2.57%
▼ 0.10%▲ 0.08%▲ 0.04%
▲ 4.06%▲ 1.47%▲ 6.18%
▼ 1.12%▼ 0.86%▲ 1.01%
▲ 0.60%▼ 4.94%▼ 3.44%
▲ 10.48%▲ 6.78%▲ 3.68%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
GPIX
Goldman Sachs S&P 500 Core Premium Income ETF
8.7%
▼ 5.63%
3
Buy
Apr 08, 2026
CGDV
Capital Group Dividend Value ETF
4.87%
▼ 23.22%
8
Buy
Apr 01, 2026
UYLD
Angel Oak UltraShort Income ETF
5.34%
▲ 73.54%
4
Buy
Apr 01, 2026
IDVO
Amplify International Enhanced Dividend Income ETF
9.58%
▲ 55.95%
5
Buy
Mar 31, 2026
SPYI
NEOS S&P 500 High Income ETF
6.91%
▲ 0.16%
3
Buy
Mar 20, 2026
CRWD
CrowdStrike Holdings
―
▲ 19.09%
2
Sell
Jan 22, 2026
MU
Micron
―
▲ 110.75%
3
Sell
Jan 22, 2026
LNG
Cheniere Energy
―
▼ 24.42%
4
Close
Jan 22, 2026
GOOG
Alphabet Class C
―
▼ 1.89%
5
Sell
Jan 22, 2026
AMZN
Amazon
―
▲ 18.02%
3
Sell
Jan 22, 2026
NVDA
Nvidia
―
▼ 8.40%
5
Sell
Jan 22, 2026
SCHD
Schwab US Dividend Equity ETF
―
▼ 8.09%
10
Close
Jan 22, 2026
WBAIX
Balanced Fund - Institutional Class
―
▲ 7.55%
3
Sell
Jan 22, 2026
MRK
Merck & Company
―
▼ 2.36%
3
Close
Jan 22, 2026
HDV
iShares Core High Dividend ETF
―
▲ 100.83%
5
Close
Jan 22, 2026
VST
Vistra Corp
―
▼ 37.55%
3
Sell
Jan 22, 2026
AVEFX
Ave Maria Bond Fund Class R
9.56%
▼ 33.51%
7
Buy
Jan 21, 2026
WEFIX
Weitz Short Duration Income Fund - Institutional Class
3.69%
▲ 1.00%
6
Buy
Jan 21, 2026
WCPBX
Core Plus Income Fund Institutional Class
3.8%
▼ 23.77%
6
Buy
Jan 21, 2026
FLOT
iShares Floating Rate Bond ETF
7.82%
▼ 0.20%
1
Buy
Jan 21, 2026