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SAM - Non-Retirement - New Portfolio

PerformancePortfolio Details

M E L

SAM - Non-Retirement
Individual Investor
Ranked #192,392 out of 858,746 TipRanks' Investors
Success Rate
53%
273 out of 512
profitable transactions
Average Return
32.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.36%
6-Month Return▼ 25.04%
12-Month Return▲ 39.96%
YTD Return▼ 11.85%
Total Return▲ 34.12%

Best Trade

AssetSirius XM H... (SIRI)
Opened at
Closed at
Gain▲ 904.12%

Bio

Income portfolio

Performance

14.63%0-14.63%
▲ 12.88%
▲ 3.56%
▲ 14.30%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 12.16%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 14.63%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.05%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 3.94%
Jan 2026
▼ 1.10%
▼ 0.86%
▼ 3.79%
Feb 2026
▲ 1.22%
▼ 4.94%
▼ 6.98%
Mar 2026
▲ 5.30%
▲ 3.95%
▲ 2.54%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 14.30%
▲ 10.96%▲ 2.38%▲ 12.16%
▼ 3.68%▲ 0.19%▼ 14.63%
▼ 0.10%▲ 0.08%▼ 0.05%
▲ 4.06%▲ 1.47%▼ 3.94%
▼ 1.10%▼ 0.86%▼ 3.79%
▲ 1.22%▼ 4.94%▼ 6.98%
▲ 5.30%▲ 3.95%▲ 2.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
TRML
Tourmaline Bio
―
▲ 38.13%
17
Close
Oct 27, 2025
WBA
Walgreens Boots Alliance
―
▲ 31.63%
4
Close
Aug 27, 2025
ARM
ARM Holdings PLC ADR
―
▲ 52.16%
25
Sell
Aug 02, 2025
APLD
Applied Digital Corporation
―
▲ 17.34%
3
Sell
Aug 02, 2025
TLTW
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
17.98%
▲ 8.60%
36
Buy
Jul 31, 2025
FLBL
Franklin Liberty Senior Loan ETF
8.42%
▼ 15.44%
14
Buy
Jul 31, 2025
LMT
Lockheed Martin
2.49%
▲ 70.30%
7
Buy
Jul 31, 2025
GSBD
Goldman Sachs BDC
3.41%
▼ 7.76%
15
Buy
Jul 30, 2025
AMD
Advanced Micro Devices
0.71%
▲ 115.28%
18
Sell
Jul 28, 2025
RGTI
Rigetti Computing
2.94%
▲ 80.06%
25
Sell
Jul 28, 2025
QBTS
D-Wave Quantum
0.56%
▲ 44.24%
20
Sell
Jul 28, 2025
APP
AppLovin
0.6%
▲ 7.53%
1
Buy
Jul 25, 2025
PR
Permian Resources
3.45%
▲ 29.21%
7
Buy
Jul 24, 2025
ACN
Accenture
―
▲ 158.73%
8
Sell
Jul 22, 2025
SPHR
Sphere Entertainment
―
▲ 50.26%
14
Sell
Jul 22, 2025
ETY
Eaton Vance Tax-Managed Diversified Equity Income Fund
3.75%
▲ 0.72%
4
Sell
Jul 18, 2025
ETJ
Eaton Vance Risk-Managed Diversified Equity Income Fund
2.61%
▼ 8.14%
6
Sell
Jul 18, 2025
ETV
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
3.9%
▲ 5.52%
5
Sell
Jul 18, 2025
QUBT
Quantum Computing
0.63%
▲ 9.15%
22
Buy
Jul 15, 2025
RCKT
Rocket Pharmaceuticals
―
▲ 27.78%
3
Close
Jul 11, 2025