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SAM - Non-Retirement - New Portfolio

M E L

SAM - Non-Retirement
Individual Investor
Ranked #129,429 out of 781,066 TipRanks' Investors
Success Rate
63%
144 out of 228
profitable transactions
Average Return
12.33%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.92%
6-Month Return-
12-Month Return-
YTD Return▲ 0.26%
Total Return▲ 2.12%

Best Trade

Opened at
Closed at
Gain▲ 904.12%

Bio

Income portfolio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 10.46%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 8.90%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.50%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.24%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.41%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.99%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 0.26%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%▼ 10.46%
▼ 13.14%▲ 2.34%▲ 8.90%
▲ 2.93%▲ 2.10%▲ 1.50%
▲ 10.00%▼ 0.89%▼ 1.24%
▲ 26.04%▲ 5.96%▲ 7.41%
▲ 5.93%▼ 2.41%▼ 2.99%
▲ 11.17%▲ 1.96%▲ 0.26%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Outfront Media
0.78%
▲ 67.06%
2
Buy
Jan 16, 2025
Geo Group
0.97%
▲ 13.92%
1
Buy
Jan 15, 2025
Meta Platforms
▲ 2.85%
3
Close
Jan 14, 2025
Super Micro Computer
▲ 25.79%
7
Close
Jan 14, 2025
Quantum Computing
0.2%
▲ 28.53%
2
Buy
Jan 14, 2025
Rigetti Computing
0.2%
▲ 8.46%
2
Buy
Jan 14, 2025
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
30.63%
▼ 0.60%
18
Buy
Jan 13, 2025
Eaton Vance Risk-Managed Diversified Equity Income Fund
3.79%
▲ 2.90%
4
Sell
Jan 13, 2025
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
4.61%
▲ 8.47%
3
Sell
Jan 13, 2025
Goldman Sachs BDC
2.19%
▲ 22.20%
7
Buy
Jan 10, 2025
Advanced Micro Devices
0.84%
▲ 5.69%
9
Buy
Jan 10, 2025
Mobileye Global, Inc. Class A
0.07%
▼ 3.44%
1
Buy
Jan 09, 2025
IonQ
0.11%
▲ 42.98%
1
Buy
Jan 09, 2025
D-Wave Quantum
0.07%
▲ 5.04%
1
Buy
Jan 09, 2025
iShares Semiconductor ETF
▲ 5.12%
2
Close
Jan 07, 2025
Penguin Solutions
▲ 19.32%
2
Sell
Jan 04, 2025
Belpointe PREP
9.21%
▼ 38.84%
17
Sell
Jan 03, 2025
Viper Energy
0.71%
▲ 3.55%
1
Buy
Jan 03, 2025
Chipotle
0.71%
▼ 4.10%
1
Buy
Jan 03, 2025
Rithm Capital
0.78%
▲ 4.92%
1
Buy
Jan 03, 2025