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SAM - Non-Retirement - New Portfolio
M E L
SAM - Non-RetirementIndividual Investor
Ranked #108,000 out of 813,090 TipRanks' Investors
Success Rate
288 out of 512
profitable transactions
profitable transactions
Average Return
39.47%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.39%
6-Month Return▲ 39.87%
12-Month Return▲ 55.59%
YTD Return▲ 39.70%
Total Return▲ 41.69%
Best Trade
Bio
Income portfolio
Performance
27.91%0-27.91%
▲ 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
▲ 27.91%
▲ 2.30%
▲ 2.73%
Jul 2025
▲ 6.81%
▲ 1.68%
▲ 1.70%
Aug 2025
▲ 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%
▲ 27.91%▲ 2.30%▲ 2.73%
▲ 6.81%▲ 1.68%▲ 1.70%
Recent Activity
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
16.6%
▲ 9.71%
36
Buy
Jul 31, 2025
Franklin Liberty Senior Loan ETF
8.07%
▼ 13.39%
14
Buy
Jul 31, 2025
Lockheed Martin
1.56%
▲ 16.94%
7
Buy
Jul 31, 2025
Goldman Sachs BDC
3.88%
▲ 13.08%
15
Buy
Jul 30, 2025
Advanced Micro Devices
0.49%
▲ 67.03%
18
Sell
Jul 28, 2025
Rigetti Computing
2.99%
▲ 99.60%
25
Sell
Jul 28, 2025
D-Wave Quantum
0.64%
▲ 75.29%
20
Sell
Jul 28, 2025
Tourmaline Bio
0.6%
▲ 28.80%
16
Buy
Jul 25, 2025
AppLovin
0.65%
▲ 28.36%
1
Buy
Jul 25, 2025
Permian Resources
2.05%
▼ 10.09%
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
3.83%
▲ 6.73%
4
Sell
Jul 18, 2025
Eaton Vance Risk-Managed Diversified Equity Income Fund
2.62%
▲ 0.78%
6
Sell
Jul 18, 2025
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
3.58%
▲ 6.20%
5
Sell
Jul 18, 2025
Quantum Computing
1.39%
▲ 140.53%
22
Buy
Jul 15, 2025
Rocket Pharmaceuticals
―
▲ 27.78%
3
Close
Jul 11, 2025
ServiceNow
―
▲ 46.67%
6
Close
Jul 10, 2025