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SAM - Non-Retirement - New Portfolio
M E L
SAM - Non-RetirementIndividual Investor
Ranked #115,788 out of 817,541 TipRanks' Investors
Success Rate
290 out of 512
profitable transactions
profitable transactions
Average Return
38.60%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.76%
6-Month Return▲ 53.31%
12-Month Return▲ 52.61%
YTD Return▲ 39.62%
Total Return▲ 41.61%
Best Trade
Bio
Income portfolio
Performance
27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▼ 6.22%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 2.38%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 1.38%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 22.66%
May 2025
▲ 6.24%
▲ 5.14%
▲ 11.60%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 2.73%
Jul 2025
▲ 4.87%
▲ 2.05%
▼ 0.15%
Aug 2025
▲ 5.74%
▲ 0.82%
▲ 1.80%
Sep 2025
▼ 12.86%▼ 1.27%▼ 6.22%
▼ 1.80%▼ 5.57%▲ 2.38%
▲ 1.84%▼ 0.87%▲ 1.38%
▲ 12.20%▲ 6.28%▲ 22.66%
▲ 6.24%▲ 5.14%▲ 11.60%
▲ 27.87%▲ 2.30%▲ 2.73%
▲ 4.87%▲ 2.05%▼ 0.15%
▲ 5.74%▲ 0.82%▲ 1.80%
Recent Activity
Walgreens Boots Alliance
―
▲ 31.63%
4
Close
Aug 27, 2025
ARM Holdings PLC ADR
―
▲ 52.16%
25
Sell
Aug 02, 2025
Applied Digital Corporation
―
▲ 17.34%
3
Sell
Aug 02, 2025
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
16.99%
▲ 11.19%
36
Buy
Jul 31, 2025
Franklin Liberty Senior Loan ETF
8.15%
▼ 13.37%
14
Buy
Jul 31, 2025
Lockheed Martin
1.67%
▲ 23.85%
7
Buy
Jul 31, 2025
Goldman Sachs BDC
3.92%
▲ 13.26%
15
Buy
Jul 30, 2025
Advanced Micro Devices
0.44%
▲ 50.81%
18
Sell
Jul 28, 2025
Rigetti Computing
3.07%
▲ 103.11%
25
Sell
Jul 28, 2025
D-Wave Quantum
0.57%
▲ 56.70%
20
Sell
Jul 28, 2025
Tourmaline Bio
1.34%
▲ 38.01%
16
Buy
Jul 25, 2025
AppLovin
0.78%
▲ 53.42%
1
Buy
Jul 25, 2025
Permian Resources
2.12%
▼ 8.07%
7
Buy
Jul 24, 2025
Accenture
―
▲ 158.73%
8
Sell
Jul 22, 2025
Sphere Entertainment
―
▲ 50.26%
14
Sell
Jul 22, 2025
Eaton Vance Tax-Managed Diversified Equity Income Fund
3.89%
▲ 7.12%
4
Sell
Jul 18, 2025
Eaton Vance Risk-Managed Diversified Equity Income Fund
2.66%
▲ 1.34%
6
Sell
Jul 18, 2025
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
3.62%
▲ 6.50%
5
Sell
Jul 18, 2025
Quantum Computing
1.36%
▲ 135.03%
22
Buy
Jul 15, 2025
Rocket Pharmaceuticals
―
▲ 27.78%
3
Close
Jul 11, 2025