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SAM2-NR ****2708 - New Portfolio
SAM2-NR ****2708
Individual Investor
Ranked #603,791 out of 766,001 TipRanks' Investors
Success Rate
19 out of 29
profitable transactions
profitable transactions
Average Return
-13.65%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.86%
6-Month Return▲ 5.03%
12-Month Return-
YTD Return▲ 8.69%
Total Return▲ 8.69%
Best Trade
Bio
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 2.87%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.54%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.70%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.67%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.18%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.44%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 2.94%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 2.77%
Nov 2024
▼ 12.40%▼ 4.03%▼ 2.87%
▲ 11.46%▲ 5.06%▲ 1.54%
▼ 2.25%▲ 3.53%▼ 0.70%
▲ 25.72%▲ 1.21%▲ 4.67%
▼ 4.22%▲ 2.34%▲ 3.18%
▲ 7.82%▲ 2.10%▲ 0.44%
▲ 6.02%▼ 0.89%▼ 2.94%
▲ 5.59%▲ 5.20%▲ 2.77%
Recent Activity
Ave Maria Bond Fund Class R
4.81%
▼ 21.73%
4
Buy
Nov 07, 2024
Invesco QQQ Trust
8.65%
▼ 30.76%
4
Buy
Nov 07, 2024
Schwab US Dividend Equity ETF
8.95%
▼ 6.75%
5
Buy
Oct 18, 2024
Janus Henderson Balanced Fund - T Shares
15.54%
▼ 41.80%
2
Buy
Oct 01, 2024
Blue Bird
―
▲ 9.09%
2
Close
Sep 24, 2024
iShares Core High Dividend ETF
2.17%
▲ 0.84%
1
Buy
Sep 24, 2024
Washington Mutual Invs Fd Cl A Shs
10.5%
▼ 42.51%
2
Buy
Sep 19, 2024
ProShares S&P 500 Dividend Aristocrats ETF
―
▲ 8.31%
3
Close
Sep 17, 2024
Vertex Pharmaceuticals
―
▲ 9.24%
2
Close
Sep 17, 2024
American Balanced Fund, Class A Shs
7.63%
▼ 42.42%
2
Buy
Sep 17, 2024
Microsoft
1.43%
▲ 1.51%
2
Buy
Sep 12, 2024
Crocs
0.71%
▼ 23.41%
1
Buy
Aug 09, 2024
Balanced Fund - Institutional Class
8.19%
▲ 4.24%
1
Buy
Aug 09, 2024
AMCAP Fund, Class A Shares A
10.68%
▲ 11.43%
1
Buy
Aug 09, 2024
T. Rowe Price Capital Appreciation Fund
19.54%
▲ 6.86%
1
Buy
Aug 09, 2024
Visa
1.2%
▲ 17.03%
3
Buy
Jul 25, 2024