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Traditional IRA SAM2-RET - New Portfolio
Traditional IRA SAM2-RET
Individual Investor
Ranked #483,583 out of 792,946 TipRanks' Investors
Success Rate
25 out of 64
profitable transactions
profitable transactions
Average Return
-7.13%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.42%
6-Month Return▲ 6.68%
12-Month Return-
YTD Return▲ 0.75%
Total Return▼ 20.46%
Best Trade
Bio
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 8.78%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.15%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 3.09%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.08%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 4.20%
Dec 2024
▲ 5.83%
▲ 2.69%
▲ 4.74%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.97%
Feb 2025
▲ 2.82%
▼ 4.80%
▼ 1.87%
Mar 2025
▼ 13.14%▲ 2.34%▼ 8.78%
▲ 2.93%▲ 2.10%▲ 3.15%
▲ 10.00%▼ 0.89%▲ 3.09%
▲ 26.01%▲ 5.96%▲ 6.08%
▲ 5.39%▼ 2.41%▼ 4.20%
▲ 5.83%▲ 2.69%▲ 4.74%
▼ 12.86%▼ 1.27%▼ 1.97%
▲ 2.82%▼ 4.80%▼ 1.87%
Recent Activity
Capital Group Dividend Value ETF
6.58%
▼ 21.06%
4
Buy
Jan 02, 2025
Nvidia
5.91%
▼ 20.11%
4
Buy
Jan 02, 2025
Ave Maria Bond Fund Class R
18.23%
▼ 25.31%
6
Buy
Jan 02, 2025
Weitz Short Duration Income Fund - Institutional Class
7.1%
▲ 12.04%
5
Buy
Jan 02, 2025
Core Plus Income Fund Institutional Class
7.3%
▼ 14.21%
5
Buy
Jan 02, 2025
Vistra Energy
1.75%
▼ 49.04%
2
Buy
Jan 02, 2025
iShares Core High Dividend ETF
14.64%
▲ 88.24%
4
Buy
Dec 20, 2024
Alphabet Class C
3.35%
▼ 25.01%
4
Buy
Dec 16, 2024
Schwab US Dividend Equity ETF
13.29%
▼ 8.69%
9
Buy
Dec 16, 2024
Balanced Fund - Institutional Class
8.86%
▲ 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
2.49%
▼ 17.30%
3
Buy
Nov 18, 2024
Amazon
5.39%
▲ 9.32%
2
Close
Nov 18, 2024
Micron
1.21%
▼ 48.70%
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
2.2%
▼ 10.08%
2
Buy
Oct 07, 2024
Meta Platforms
―
▲ 3.90%
2
Sell
Sep 19, 2024
Exxon Mobil
―
▼ 0.45%
3
Close
Sep 18, 2024