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SAM - Retirement - New Portfolio
SAM - Retirement
Individual Investor
Ranked #603,057 out of 834,231 TipRanks' Investors
Success Rate
12 out of 21
profitable transactions
profitable transactions
Average Return
-2.83%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.12%
6-Month Return▲ 5.92%
12-Month Return▲ 0.99%
YTD Return▲ 0.71%
Total Return▲ 33.10%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▼ 0.20%
May 2025
▲ 9.25%
▲ 5.14%
▲ 0.58%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.44%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.72%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 2.57%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.73%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 2.91%
Nov 2025
▲ 1.55%
▲ 1.31%
▲ 2.12%
Dec 2025
▲ 11.63%▲ 6.28%▼ 0.20%
▲ 9.25%▲ 5.14%▲ 0.58%
▲ 7.60%▲ 2.30%▲ 1.44%
▲ 2.76%▲ 2.05%▲ 2.72%
▲ 12.88%▲ 3.56%▼ 2.57%
▲ 10.96%▲ 2.38%▼ 0.73%
▼ 3.57%▲ 0.19%▲ 2.91%
▲ 1.55%▲ 1.31%▲ 2.12%
Recent Activity
Ave Maria Bond Fund Class R
10.45%
▼ 24.97%
6
Buy
Jan 02, 2025
Balanced Fund - Institutional Class
34.49%
▲ 6.84%
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%
▼ 1.02%
4
Close
Nov 18, 2024
McDonald's
11.53%
▲ 2.91%
2
Close
Nov 18, 2024
Target
7.2%
▼ 34.16%
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
16.59%
▲ 3.58%
1
Buy
Sep 17, 2024
Apple
―
▲ 31.60%
2
Close
Aug 28, 2024