SAM - Non-Retirement - New Portfolio

M E L

SAM - Non-Retirement
Individual Investor
Ranked #165,349 out of 794,370 TipRanks' Investors
Success Rate
54%
194 out of 358
profitable transactions
Average Return
16.90%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.94%
6-Month Return▲ 0.87%
12-Month Return-
YTD Return▼ 2.12%
Total Return▼ 0.68%

Best Trade

Opened at
Closed at
Gain▲ 904.12%

Bio

Income portfolio

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 1.50%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.20%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 7.44%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 3.42%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 0.41%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.22%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 2.38%
Mar 2025
▲ 1.35%
▲ 0.92%
▲ 1.54%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 1.50%
▲ 10.00%▼ 0.89%▼ 1.20%
▲ 26.01%▲ 5.96%▲ 7.44%
▲ 5.33%▼ 2.41%▼ 3.42%
▲ 5.87%▲ 2.69%▲ 0.41%
▼ 12.86%▼ 1.27%▼ 6.22%
▼ 1.80%▼ 5.57%▲ 2.38%
▲ 1.35%▲ 0.92%▲ 1.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
nCino
1.08%
0.00%
1
Buy
Apr 03, 2025
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
16.56%
▲ 1.18%
23
Sell
Apr 02, 2025
Belpointe PREP
6.83%
▼ 28.23%
23
Buy
Apr 02, 2025
ARM Holdings PLC ADR
2.22%
▲ 36.83%
18
Buy
Apr 02, 2025
Marvell
1.12%
▲ 7.39%
9
Buy
Apr 02, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
7.24%
▲ 7.46%
13
Buy
Apr 02, 2025
Rigetti Computing
1.39%
▲ 47.92%
12
Buy
Apr 02, 2025
Asana
▲ 7.59%
3
Sell
Apr 02, 2025
ServiceNow
1.69%
▼ 17.98%
2
Buy
Apr 02, 2025
Nvidia
1.96%
▼ 2.13%
14
Buy
Apr 01, 2025
Broadcom
1.41%
▼ 4.57%
6
Buy
Apr 01, 2025
Meta Platforms
1.6%
▼ 2.73%
4
Buy
Apr 01, 2025
Tourmaline Bio
0.97%
▲ 4.66%
13
Buy
Apr 01, 2025
Qualcomm
1.26%
▲ 1.66%
5
Buy
Apr 01, 2025
Super Micro Computer
1.39%
▼ 2.26%
12
Buy
Apr 01, 2025
CoreWeave, Inc. Class A
0.13%
▲ 67.01%
1
Sell
Apr 01, 2025
Microsoft
1.05%
▼ 8.76%
1
Buy
Apr 01, 2025
Goldman Sachs BDC
2.37%
▲ 21.04%
9
Buy
Mar 31, 2025
Advanced Micro Devices
2.04%
▲ 18.49%
15
Buy
Mar 31, 2025
Accenture
1.3%
▲ 101.66%
4
Buy
Mar 31, 2025