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Traditional IRA SAM2-RET - New Portfolio
Traditional IRA SAM2-RET
Individual Investor
Ranked #368,045 out of 766,026 TipRanks' Investors
Success Rate
24 out of 44
profitable transactions
profitable transactions
Average Return
1.05%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.55%
6-Month Return-
12-Month Return-
YTD Return▼ 17.92%
Total Return▼ 17.92%
Best Trade
Bio
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
―
Apr 2024
▲ 11.46%
▲ 5.06%
―
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.72%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 16.81%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 8.78%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.15%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 3.02%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 5.73%
Nov 2024
▼ 12.40%▼ 4.03%―
▲ 11.46%▲ 5.06%―
▼ 2.25%▲ 3.53%▼ 3.72%
▲ 25.72%▲ 1.21%▼ 16.81%
▼ 4.22%▲ 2.34%▼ 8.78%
▲ 7.82%▲ 2.10%▲ 3.15%
▲ 6.02%▼ 0.89%▲ 3.02%
▲ 5.59%▲ 5.20%▲ 5.73%
Recent Activity
Schwab US Dividend Equity ETF
13.4%
▼ 9.59%
7
Buy
Nov 07, 2024
Ave Maria Bond Fund Class R
17.66%
▼ 21.73%
4
Buy
Nov 07, 2024
Weitz Short Duration Income Fund - Institutional Class
6.81%
▼ 0.50%
3
Buy
Nov 07, 2024
Core Plus Income Fund Institutional Class
7.02%
▼ 1.61%
3
Buy
Nov 07, 2024
Micron
1.39%
▼ 39.39%
2
Buy
Oct 23, 2024
Hims & Hers Health
―
▲ 0.55%
4
Sell
Oct 22, 2024
Zscaler
―
▼ 3.36%
2
Close
Oct 22, 2024
Vistra Energy
1.85%
▲ 9.67%
1
Buy
Oct 21, 2024
Merck & Company
2.36%
▼ 5.87%
2
Buy
Oct 07, 2024
Nvidia
7.2%
▼ 29.50%
2
Buy
Oct 03, 2024
Capital Group Dividend Value ETF
6.55%
▼ 25.97%
3
Buy
Oct 01, 2024
iShares Core High Dividend ETF
14.2%
▲ 119.60%
3
Buy
Sep 30, 2024
Meta Platforms
―
▲ 3.90%
2
Sell
Sep 19, 2024
Exxon Mobil
―
▼ 0.45%
3
Sell
Sep 18, 2024
Alphabet Class C
3.52%
▲ 4.37%
2
Buy
Sep 16, 2024
Tractor Supply
―
▲ 4.77%
2
Sell
Aug 28, 2024
Cheniere Energy
2.18%
▲ 11.73%
2
Buy
Aug 16, 2024
McDonald's
―
▲ 1.21%
2
Sell
Aug 16, 2024
Amazon
5.55%
▲ 24.70%
1
Buy
Aug 09, 2024
Balanced Fund - Institutional Class
8.81%
▲ 4.24%
1
Buy
Aug 09, 2024