Education
About Us
Working with TipRanks
Follow Us
SAM - Non-Retirement - New Portfolio
M E L
SAM - Non-RetirementIndividual Investor
Ranked #89,919 out of 800,242 TipRanks' Investors
Success Rate
249 out of 435
profitable transactions
profitable transactions
Average Return
32.40%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 33.97%
6-Month Return▲ 18.06%
12-Month Return-
YTD Return▲ 19.61%
Total Return▲ 21.41%
Best Trade
Bio
Income portfolio
Performance
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 1.20%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 7.44%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 3.39%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 0.35%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.22%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 2.38%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 1.42%
Apr 2025
▲ 11.73%
▲ 6.91%
▲ 22.41%
May 2025
▲ 9.99%▼ 0.89%▼ 1.20%
▲ 25.97%▲ 5.96%▲ 7.44%
▲ 5.42%▼ 2.41%▼ 3.39%
▲ 6.01%▲ 2.69%▲ 0.35%
▼ 12.86%▼ 1.27%▼ 6.22%
▼ 1.80%▼ 5.57%▲ 2.38%
▲ 1.76%▼ 0.87%▲ 1.42%
▲ 11.73%▲ 6.91%▲ 22.41%
Recent Activity
Quantum Computing
1.43%
▲ 134.01%
14
Sell
May 05, 2025
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
7.67%
▼ 9.11%
28
Buy
May 01, 2025
Belpointe PREP
7.45%
▼ 26.39%
30
Buy
May 01, 2025
Qualcomm
1.44%
▲ 22.39%
8
Sell
May 01, 2025
CoreWeave, Inc. Class A
0.9%
▲ 96.51%
5
Sell
May 01, 2025
ServiceNow
2.55%
▲ 46.50%
5
Sell
May 01, 2025
Rio Tinto
―
▲ 47.62%
7
Close
Apr 26, 2025
AGNC Investment
4.58%
▼ 28.13%
3
Buy
Apr 25, 2025
Sphere Entertainment
1.27%
▲ 32.39%
13
Buy
Apr 25, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
8.76%
▼ 6.40%
19
Buy
Apr 25, 2025
VanEck Mortgage REIT Income ETF
3.92%
▲ 9.82%
4
Buy
Apr 24, 2025
ARM Holdings PLC ADR
3.51%
▲ 52.38%
22
Buy
Apr 17, 2025
nCino
―
▲ 7.48%
3
Sell
Apr 16, 2025
MFA Financial
2.64%
▼ 15.91%
3
Buy
Apr 14, 2025
Dell Technologies
2.7%
▲ 75.05%
15
Buy
Apr 14, 2025
Viper Energy
―
▲ 36.07%
4
Close
Apr 11, 2025
National Health Investors
―
▲ 4.88%
2
Sell
Apr 11, 2025
Eaton Vance Tax-Managed Diversified Equity Income Fund
4.3%
▲ 2.93%
3
Buy
Apr 10, 2025
Eaton Vance Risk-Managed Diversified Equity Income Fund
2.72%
▼ 1.78%
5
Sell
Apr 10, 2025
JPMorgan Nasdaq Equity Premium Income Active ETF Trust Unit
―
▼ 30.73%
9
Sell
Apr 10, 2025