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SAM - Non-Retirement - New Portfolio
M E L
SAM - Non-RetirementIndividual Investor
Ranked #125,426 out of 832,415 TipRanks' Investors
Success Rate
283 out of 512
profitable transactions
profitable transactions
Average Return
43.32%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.96%
6-Month Return▲ 22.02%
12-Month Return▲ 50.11%
YTD Return▲ 54.21%
Total Return▲ 56.41%
Best Trade
Bio
Income portfolio
Performance
22.66%0-22.66%
▲ 11.63%
▲ 6.28%
▲ 22.66%
May 2025
▲ 9.25%
▲ 5.14%
▲ 11.60%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.73%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 0.15%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 14.29%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 12.16%
Oct 2025
▼ 3.44%
▲ 0.19%
▼ 14.62%
Nov 2025
▼ 0.68%
▼ 0.24%
▲ 2.74%
Dec 2025
▲ 11.63%▲ 6.28%▲ 22.66%
▲ 9.25%▲ 5.14%▲ 11.60%
▲ 7.60%▲ 2.30%▲ 2.73%
▲ 2.76%▲ 2.05%▼ 0.15%
▲ 12.88%▲ 3.56%▲ 14.29%
▲ 10.96%▲ 2.38%▲ 12.16%
▼ 3.44%▲ 0.19%▼ 14.62%
▼ 0.68%▼ 0.24%▲ 2.74%
Recent Activity
Tourmaline Bio
―
▲ 38.13%
17
Close
Oct 27, 2025
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
17.04%
▲ 9.60%
36
Buy
Jul 31, 2025
Franklin Liberty Senior Loan ETF
8.14%
▼ 14.22%
14
Buy
Jul 31, 2025
Lockheed Martin
1.79%
▲ 30.13%
7
Buy
Jul 31, 2025
Goldman Sachs BDC
3.48%
▼ 0.26%
15
Buy
Jul 30, 2025
Advanced Micro Devices
0.6%
▲ 97.43%
18
Sell
Jul 28, 2025
Rigetti Computing
4.9%
▲ 212.43%
25
Sell
Jul 28, 2025
D-Wave Quantum
0.93%
▲ 135.11%
20
Sell
Jul 28, 2025
AppLovin
0.96%
▲ 84.34%
1
Buy
Jul 25, 2025
Permian Resources
2.3%
▼ 3.42%
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
3.84%
▲ 5.30%
4
Sell
Jul 18, 2025
Eaton Vance Risk-Managed Diversified Equity Income Fund
2.6%
▼ 2.56%
6
Sell
Jul 18, 2025
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
3.72%
▲ 7.48%
5
Sell
Jul 18, 2025
Quantum Computing
1.03%
▲ 78.71%
22
Buy
Jul 15, 2025
Rocket Pharmaceuticals
―
▲ 27.78%
3
Close
Jul 11, 2025