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Mini Brokerage - New Portfolio
DAVID BAUER
Mini BrokerageIndividual Investor
Ranked #106,578 out of 770,014 TipRanks' Investors
Success Rate
32 out of 38
profitable transactions
profitable transactions
Average Return
4.75%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.76%
6-Month Return-
12-Month Return-
YTD Return▲ 6.30%
Total Return▲ 6.30%
Best Trade
Bio
Schwab ETF mix with some Dividend Equities. Mini Brokerage Equity vs ETF
Performance
35.03%0-35.03%
▼ 12.40%
▼ 4.03%
―
Apr 2024
▲ 11.46%
▲ 5.06%
―
May 2024
▼ 2.25%
▲ 3.53%
―
Jun 2024
▲ 25.72%
▲ 1.21%
―
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.24%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.31%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.91%
Oct 2024
▲ 35.03%
▲ 5.08%
▲ 4.60%
Nov 2024
▼ 12.40%▼ 4.03%―
▲ 11.46%▲ 5.06%―
▼ 2.25%▲ 3.53%―
▲ 25.72%▲ 1.21%―
▼ 4.22%▲ 2.34%▲ 1.24%
▲ 7.82%▲ 2.10%▲ 1.31%
▲ 5.70%▼ 0.89%▼ 0.91%
▲ 35.03%▲ 5.08%▲ 4.60%
Recent Activity
NEOS S&P 500 High Income ETF
1.48%
▲ 4.41%
2
Buy
Oct 26, 2024
Vanguard S&P 500 ETF
17.66%
▲ 5.76%
4
Buy
Oct 24, 2024
Vanguard Dividend Appreciation ETF
―
▲ 1.97%
3
Close
Oct 24, 2024
Vanguard Total Stock Market ETF
―
▲ 3.98%
2
Close
Oct 24, 2024
Vanguard High Dividend Yield Index ETF
―
▲ 2.86%
2
Close
Oct 24, 2024
Coca-Cola
1.61%
▼ 8.48%
2
Buy
Oct 22, 2024
Exxon Mobil
3.05%
▲ 2.30%
2
Buy
Oct 18, 2024
Schwab US Dividend Equity ETF
7.27%
▲ 4.82%
3
Buy
Oct 16, 2024
Chord Energy
4.89%
▼ 3.31%
3
Buy
Oct 15, 2024
Schwab U.S. Large-Cap Growth ETF
8.18%
▲ 5.74%
3
Buy
Oct 11, 2024
Schwab International Equity ETF
0.28%
▼ 2.88%
1
Open
Aug 20, 2024
Schwab U.S. Large-Cap ETF
0.53%
▲ 8.22%
1
Open
Aug 20, 2024
Schwab U.S. Broad Market ETF
0.52%
▲ 8.65%
1
Open
Aug 20, 2024
Schwab U.S. Large-Cap Value ETF
0.62%
▲ 9.29%
1
Open
Aug 20, 2024
SPDR Portfolio S&P 500 High Dividend ETF
0.6%
▲ 8.77%
1
Open
Aug 20, 2024
VanEck Gold Miners ETF
0.46%
▼ 5.97%
1
Open
Aug 20, 2024
Walmart
1.12%
▲ 20.07%
1
Open
Aug 20, 2024
Nvidia
3.46%
▲ 6.90%
1
Open
Aug 20, 2024
National Fuel Gas Company
0.31%
▲ 10.06%
1
Open
Aug 20, 2024
Hess Midstream Partners
0.59%
▲ 2.76%
1
Open
Aug 20, 2024