SAM - Retirement - New Portfolio
SAM - Retirement
Individual Investor
Ranked #460,107 out of 858,889 TipRanks' Investors
Success Rate
20 out of 46
profitable transactions
profitable transactions
Average Return
15.99%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.44%
6-Month Return▲ 15.13%
12-Month Return▲ 17.66%
YTD Return▲ 8.20%
Total Return▲ 42.81%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 2.57%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.73%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.70%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.49%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 6.26%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 2.74%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 1.52%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 0.64%
Apr 2026
▲ 12.88%▲ 3.56%▼ 2.57%
▲ 10.96%▲ 2.38%▼ 0.73%
▼ 3.68%▲ 0.19%▲ 2.70%
▼ 0.10%▲ 0.08%▲ 1.49%
▲ 4.06%▲ 1.47%▲ 6.26%
▼ 1.12%▼ 0.86%▲ 2.74%
▲ 0.60%▼ 4.94%▼ 1.52%
▲ 4.89%▲ 4.48%▲ 0.64%
Recent Activity
iShares 0-3 Month Treasury Bond ETF
18.35%
▲ 23.01%
4
Buy
Apr 07, 2026
Janus Detroit Street Trust Janus Henderson AAA CLO ETF
18.54%
▲ 79.56%
4
Buy
Apr 07, 2026
Ave Maria Bond Fund Class R
8.67%
▼ 35.05%
10
Buy
Apr 01, 2026
Payden Limited Maturity Fund
10.23%
▲ 164.37%
4
Buy
Apr 01, 2026
PIMCO Low Duration Income Fund Class I-2
10.48%
▲ 10.62%
4
Buy
Apr 01, 2026
Amplify CWP Enhanced Dividend Income ETF
33.72%
▼ 35.21%
4
Buy
Mar 31, 2026
Schwab US Dividend Equity ETF
―
▲ 3.13%
6
Close
Mar 18, 2026
Balanced Fund - Institutional Class
―
▲ 7.55%
3
Sell
Jan 22, 2026
iShares Core High Dividend ETF
―
▲ 8.29%
2
Close
Jan 22, 2026
Target
―
▼ 28.83%
2
Close
Jan 22, 2026
McDonald's
―
▲ 2.43%
3
Close
Jan 22, 2026
Schwab Long-Term U.S. Treasury ETF
―
▲ 13.06%
2
Close
Nov 19, 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
Apple
―
▲ 31.60%
2
Close
Aug 28, 2024