Education
About Us
Working with TipRanks
Follow Us
SAM - Non-Retirement - New Portfolio
M E L
SAM - Non-RetirementIndividual Investor
Ranked #79,308 out of 809,067 TipRanks' Investors
Success Rate
292 out of 501
profitable transactions
profitable transactions
Average Return
43.13%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 11.36%
6-Month Return▲ 41.08%
12-Month Return-
YTD Return▲ 43.32%
Total Return▲ 45.48%
Best Trade
Bio
Income portfolio
Performance
22.66%0-22.66%
▲ 5.10%
▼ 2.41%
▼ 3.39%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 0.35%
Jan 2025
▼ 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
▲ 18.34%
▲ 1.57%
▲ 7.19%
Jul 2025
▲ 5.10%▼ 2.41%▼ 3.39%
▲ 6.03%▲ 2.69%▲ 0.35%
▼ 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%
▲ 18.34%▲ 1.57%▲ 7.19%
Recent Activity
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
13.04%
▲ 9.96%
34
Buy
Jul 18, 2025
Eaton Vance Tax-Managed Diversified Equity Income Fund
3.57%
▲ 5.58%
4
Sell
Jul 18, 2025
Eaton Vance Risk-Managed Diversified Equity Income Fund
2.46%
▼ 0.67%
6
Sell
Jul 18, 2025
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
3.33%
▲ 3.93%
5
Sell
Jul 18, 2025
Franklin Liberty Senior Loan ETF
5.46%
▲ 1.24%
12
Buy
Jul 18, 2025
Rigetti Computing
3.47%
▲ 110.84%
24
Sell
Jul 18, 2025
Advanced Micro Devices
3.33%
▲ 51.80%
17
Buy
Jul 15, 2025
Accenture
1.12%
▲ 158.72%
7
Sell
Jul 15, 2025
Quantum Computing
1.55%
▲ 180.07%
22
Buy
Jul 15, 2025
D-Wave Quantum
1.38%
▲ 78.29%
19
Buy
Jul 15, 2025
Rocket Pharmaceuticals
―
▲ 27.78%
3
Close
Jul 11, 2025
ServiceNow
―
▲ 46.67%
6
Close
Jul 10, 2025
Strategy
1.68%
▲ 43.21%
10
Buy
Jul 09, 2025
Goldman Sachs BDC
3.61%
▲ 14.29%
14
Buy
Jul 08, 2025
Belpointe PREP
8.64%
▼ 1.90%
39
Buy
Jul 08, 2025
Dell Technologies
―
▲ 85.67%
17
Sell
Jul 03, 2025
Qualcomm
―
▲ 19.49%
10
Sell
Jul 03, 2025
Nvidia
2.51%
▲ 29.25%
18
Sell
Jul 02, 2025
ARM Holdings PLC ADR
3.12%
▲ 70.43%
24
Sell
Jul 02, 2025
Broadcom
2.25%
▲ 51.17%
9
Sell
Jul 02, 2025