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Traditional IRA SAM2-RET - New Portfolio
Traditional IRA SAM2-RET
Individual Investor
Ranked #508,270 out of 804,211 TipRanks' Investors
Success Rate
27 out of 64
profitable transactions
profitable transactions
Average Return
-5.17%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.52%
6-Month Return▲ 9.71%
12-Month Return-
YTD Return▲ 10.26%
Total Return▼ 12.92%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 6.08%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 4.17%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 4.94%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.97%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.33%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 1.01%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 7.73%
May 2025
▲ 4.89%
▲ 1.38%
▲ 5.05%
Jun 2025
▲ 25.97%▲ 5.96%▲ 6.08%
▲ 5.10%▼ 2.41%▼ 4.17%
▲ 6.03%▲ 2.69%▲ 4.94%
▼ 12.86%▼ 1.27%▼ 1.97%
▼ 1.80%▼ 5.57%▼ 4.33%
▲ 1.83%▼ 0.87%▼ 1.01%
▲ 12.21%▲ 6.28%▲ 7.73%
▲ 4.89%▲ 1.38%▲ 5.05%
Recent Activity
Capital Group Dividend Value ETF
6.8%
▼ 17.65%
4
Buy
Jan 02, 2025
Nvidia
7.04%
▼ 15.39%
4
Buy
Jan 02, 2025
Ave Maria Bond Fund Class R
17.64%
▼ 25.51%
6
Buy
Jan 02, 2025
Weitz Short Duration Income Fund - Institutional Class
6.91%
▲ 12.04%
5
Buy
Jan 02, 2025
Core Plus Income Fund Institutional Class
7.03%
▼ 14.64%
5
Buy
Jan 02, 2025
Vistra Energy
2.32%
▼ 30.63%
2
Buy
Jan 02, 2025
iShares Core High Dividend ETF
13.96%
▲ 85.09%
4
Buy
Dec 20, 2024
Alphabet Class C
3.47%
▼ 23.44%
4
Buy
Dec 16, 2024
Schwab US Dividend Equity ETF
12.44%
▼ 9.14%
9
Buy
Dec 16, 2024
Balanced Fund - Institutional Class
8.61%
▲ 7.23%
2
Buy
Dec 12, 2024
Fidelity Freedom Blend 2030 Fund Class K
―
▼ 94.28%
2
Sell
Nov 19, 2024
Schwab Long-Term U.S. Treasury ETF
―
▲ 13.06%
2
Close
Nov 19, 2024
Cheniere Energy
2.52%
▼ 13.96%
3
Buy
Nov 18, 2024
Amazon
5.74%
▲ 13.94%
2
Close
Nov 18, 2024
Micron
1.49%
▼ 34.82%
2
Buy
Oct 23, 2024
Hims & Hers Health
―
▲ 0.55%
4
Sell
Oct 22, 2024
Zscaler
―
▼ 3.36%
2
Close
Oct 22, 2024
Merck & Company
1.8%
▼ 16.43%
2
Buy
Oct 07, 2024
Meta Platforms
―
▲ 3.90%
2
Sell
Sep 19, 2024
Exxon Mobil
―
▼ 0.45%
3
Close
Sep 18, 2024