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Mini Brokerage - New Portfolio
DAVID BAUER
Mini BrokerageIndividual Investor
Ranked #361,473 out of 794,582 TipRanks' Investors
Success Rate
12 out of 38
profitable transactions
profitable transactions
Average Return
-6.38%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 9.89%
6-Month Return▼ 8.39%
12-Month Return-
YTD Return▼ 9.07%
Total Return▼ 6.36%
Best Trade
Bio
Schwab ETF mix with some Dividend Equities. Mini Brokerage Equity vs ETF
Performance
26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 1.31%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.93%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.44%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 3.89%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 2.47%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.30%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.17%
Mar 2025
▼ 17.84%
▼ 9.67%
▼ 10.46%
Apr 2025
▲ 2.93%▲ 2.10%▲ 1.31%
▲ 10.00%▼ 0.89%▼ 0.93%
▲ 26.01%▲ 5.96%▲ 5.44%
▲ 5.33%▼ 2.41%▼ 3.89%
▲ 5.87%▲ 2.69%▲ 2.47%
▼ 12.86%▼ 1.27%▲ 1.30%
▼ 1.80%▼ 5.57%▼ 2.17%
▼ 17.84%▼ 9.67%▼ 10.46%
Recent Activity
NEOS S&P 500 High Income ETF
1.36%
▼ 8.95%
2
Buy
Oct 26, 2024
Vanguard S&P 500 ETF
16.37%
▼ 9.76%
4
Buy
Oct 24, 2024
Vanguard Dividend Appreciation ETF
―
▲ 1.97%
3
Close
Oct 24, 2024
Vanguard Total Stock Market ETF
―
▲ 4.08%
2
Close
Oct 24, 2024
Vanguard High Dividend Yield Index ETF
―
▲ 3.70%
2
Close
Oct 24, 2024
Coca-Cola
1.92%
▲ 0.91%
2
Buy
Oct 22, 2024
Exxon Mobil
2.96%
▼ 10.23%
2
Buy
Oct 18, 2024
Schwab US Dividend Equity ETF
6.87%
▼ 8.55%
3
Buy
Oct 16, 2024
Chord Energy
3.69%
▼ 33.33%
3
Buy
Oct 15, 2024
Schwab U.S. Large-Cap Growth ETF
7.32%
▼ 13.10%
3
Buy
Oct 11, 2024
Schwab International Equity ETF
0.3%
▼ 6.43%
1
Open
Aug 20, 2024
Schwab U.S. Large-Cap ETF
0.49%
▼ 8.48%
1
Open
Aug 20, 2024
Schwab U.S. Broad Market ETF
0.47%
▼ 8.69%
1
Open
Aug 20, 2024
Schwab U.S. Large-Cap Value ETF
0.59%
▼ 4.86%
1
Open
Aug 20, 2024
SPDR Portfolio S&P 500 High Dividend ETF
0.56%
▼ 4.66%
1
Open
Aug 20, 2024
VanEck Gold Miners ETF
0.57%
▲ 6.76%
1
Open
Aug 20, 2024
Walmart
1.12%
▲ 12.16%
1
Open
Aug 20, 2024
Nvidia
2.62%
▼ 25.87%
1
Open
Aug 20, 2024
National Fuel Gas Company
0.39%
▲ 27.51%
1
Open
Aug 20, 2024
Hess Midstream Partners
0.65%
▲ 6.14%
1
Open
Aug 20, 2024