SAM2-NR ****2708 - New Portfolio
SAM2-NR ****2708
Individual Investor
Ranked #479,817 out of 858,885 TipRanks' Investors
Success Rate
30 out of 60
profitable transactions
profitable transactions
Average Return
2.18%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.10%
6-Month Return▼ 3.36%
12-Month Return▲ 13.85%
YTD Return▼ 1.92%
Total Return▲ 19.85%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 0.83%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.07%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 0.97%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.64%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 1.23%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 0.14%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 2.69%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 2.18%
Apr 2026
▲ 12.88%▲ 3.56%▲ 0.83%
▲ 10.96%▲ 2.38%▲ 0.07%
▼ 3.68%▲ 0.19%▼ 0.97%
▼ 0.10%▲ 0.08%▼ 0.64%
▲ 4.06%▲ 1.47%▼ 1.23%
▼ 1.12%▼ 0.86%▼ 0.14%
▲ 0.60%▼ 4.94%▼ 2.69%
▲ 4.89%▲ 4.48%▲ 2.18%
Recent Activity
PIMCO Low Duration Income Fund Class I-2
3.89%
▲ 18.36%
3
Buy
Apr 01, 2026
Invesco QQQ Trust
6.86%
▼ 27.22%
8
Buy
Mar 31, 2026
Visa
―
▲ 23.65%
4
Sell
Jan 22, 2026
Microsoft
―
▼ 22.85%
5
Sell
Jan 22, 2026
Ave Maria Bond Fund Class R
―
▼ 24.80%
7
Close
Jan 22, 2026
Schwab US Dividend Equity ETF
―
▼ 5.25%
8
Close
Jan 22, 2026
Balanced Fund - Institutional Class
―
▲ 7.55%
3
Sell
Jan 22, 2026
Netflix
―
▼ 5.39%
2
Close
Jan 22, 2026
T. Rowe Price Capital Appreciation Fund
7.51%
▲ 55.05%
3
Sell
Jan 21, 2026
iShares 0-3 Month Treasury Bond ETF
7.47%
▼ 0.06%
1
Buy
Jan 21, 2026
NEOS S&P 500 High Income ETF
8.31%
▼ 2.16%
1
Buy
Jan 21, 2026
NEOS Enhanced Income Cash Alternative ETF
5.86%
▲ 0.25%
2
Buy
Jan 14, 2026
Goldman Sachs S&P 500 Core Premium Income ETF
5.72%
▼ 2.22%
2
Buy
Jan 14, 2026
Intrepid Income Fund Institutional Class Shs
6.31%
▼ 0.77%
2
Buy
Jan 14, 2026
Amplify CWP Enhanced Dividend Income ETF
12.88%
▲ 24.23%
1
Buy
Apr 08, 2025
iShares Floating Rate Bond ETF
4.53%
▼ 0.21%
1
Buy
Mar 19, 2025
Crocs
―
▼ 16.23%
2
Sell
Jan 05, 2025
iShares Core High Dividend ETF
―
▼ 4.98%
2
Close
Jan 05, 2025
Washington Mutual Invs Fd Cl A Shs
7.25%
▲ 148.77%
3
Buy
Dec 20, 2024
AMCAP Fund, Class A Shares A
7.3%
▼ 13.22%
2
Buy
Dec 18, 2024