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SAM - Retirement - New Portfolio
SAM - Retirement
Individual Investor
Ranked #525,727 out of 793,549 TipRanks' Investors
Success Rate
12 out of 21
profitable transactions
profitable transactions
Average Return
-2.58%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.98%
6-Month Return▼ 2.78%
12-Month Return-
YTD Return▼ 1.15%
Total Return▲ 30.65%
Best Trade
Bio
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 0.64%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.25%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 2.45%
Oct 2024
▲ 26.01%
▲ 5.96%
▼ 0.55%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 3.15%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 1.45%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.26%
Feb 2025
▲ 8.05%
▼ 2.86%
▼ 3.78%
Mar 2025
▼ 13.14%▲ 2.34%▲ 0.64%
▲ 2.93%▲ 2.10%▲ 5.25%
▲ 10.00%▼ 0.89%▲ 2.45%
▲ 26.01%▲ 5.96%▼ 0.55%
▲ 5.34%▼ 2.41%▼ 3.15%
▲ 5.88%▲ 2.69%▲ 1.45%
▼ 12.86%▼ 1.27%▲ 1.26%
▲ 8.05%▼ 2.86%▼ 3.78%
Recent Activity
Ave Maria Bond Fund Class R
10.31%
▼ 25.24%
6
Buy
Jan 02, 2025
Balanced Fund - Institutional Class
34.5%
▲ 7.61%
2
Buy
Dec 12, 2024
Schwab Long-Term U.S. Treasury ETF
―
▲ 13.06%
2
Close
Nov 19, 2024
Schwab US Dividend Equity ETF
19.73%
▼ 0.81%
4
Close
Nov 18, 2024
McDonald's
11.64%
▲ 3.78%
2
Close
Nov 18, 2024
Target
7.73%
▼ 28.80%
1
Buy
Nov 01, 2024
Salesforce
―
▲ 22.12%
3
Close
Oct 22, 2024
Pfizer
―
▲ 2.41%
2
Close
Sep 17, 2024
Costco
―
▲ 13.30%
2
Close
Sep 17, 2024
iShares Core High Dividend ETF
16.09%
▲ 1.15%
1
Buy
Sep 17, 2024
Apple
―
▲ 31.60%
2
Close
Aug 28, 2024