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Mini Brokerage - New Portfolio

DAVID BAUER

Mini Brokerage
Individual Investor
Ranked #179,740 out of 781,066 TipRanks' Investors
Success Rate
74%
28 out of 38
profitable transactions
Average Return
4.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.84%
6-Month Return-
12-Month Return-
YTD Return▲ 3.32%
Total Return▲ 5.96%

Best Trade

Opened at
Closed at-
Gain▲ 28.73%

Bio

Schwab ETF mix with some Dividend Equities. Mini Brokerage Equity vs ETF

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.24%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.31%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.87%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.36%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.27%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 3.32%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%▲ 1.24%
▲ 2.93%▲ 2.10%▲ 1.31%
▲ 10.00%▼ 0.89%▼ 0.87%
▲ 26.04%▲ 5.96%▲ 5.36%
▲ 5.93%▼ 2.41%▼ 4.27%
▲ 11.17%▲ 1.96%▲ 3.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NEOS S&P 500 High Income ETF
1.47%
▲ 4.72%
2
Buy
Oct 26, 2024
Vanguard S&P 500 ETF
17.66%
▲ 6.14%
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
1.57%
▼ 10.85%
2
Buy
Oct 22, 2024
Exxon Mobil
2.91%
▼ 4.23%
2
Buy
Oct 18, 2024
Schwab US Dividend Equity ETF
6.95%
▲ 0.35%
3
Buy
Oct 16, 2024
Chord Energy
4.86%
▼ 6.37%
3
Buy
Oct 15, 2024
Schwab U.S. Large-Cap Growth ETF
8.39%
▲ 8.82%
3
Buy
Oct 11, 2024
Schwab International Equity ETF
0.28%
▼ 3.56%
1
Open
Aug 20, 2024
Schwab U.S. Large-Cap ETF
0.53%
▲ 8.45%
1
Open
Aug 20, 2024
Schwab U.S. Broad Market ETF
0.52%
▲ 8.52%
1
Open
Aug 20, 2024
Schwab U.S. Large-Cap Value ETF
0.6%
▲ 5.56%
1
Open
Aug 20, 2024
SPDR Portfolio S&P 500 High Dividend ETF
0.56%
▲ 2.68%
1
Open
Aug 20, 2024
VanEck Gold Miners ETF
0.46%
▼ 5.87%
1
Open
Aug 20, 2024
Walmart
1.14%
▲ 23.62%
1
Open
Aug 20, 2024
Nvidia
3.5%
▲ 8.24%
1
Open
Aug 20, 2024
National Fuel Gas Company
0.34%
▲ 18.40%
1
Open
Aug 20, 2024
Hess Midstream Partners
0.66%
▲ 15.84%
1
Open
Aug 20, 2024