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SAM - Non-Retirement - New Portfolio

PerformancePortfolio Details

M E L

SAM - Non-Retirement
Individual Investor
Ranked #175,149 out of 767,017 TipRanks' Investors
Success Rate
61%
98 out of 162
profitable transactions
Average Return
9.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.68%
6-Month Return-
12-Month Return-
YTD Return▲ 0.65%
Total Return▲ 0.65%

Best Trade

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

Bio

Income portfolio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
―
Apr 2024
▲ 11.46%
▲ 5.06%
―
May 2024
▼ 2.25%
▲ 3.53%
―
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 10.46%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 8.90%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.50%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.36%
Oct 2024
▲ 9.99%
▲ 4.97%
▲ 3.10%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%―
▲ 11.46%▲ 5.06%―
▼ 2.25%▲ 3.53%―
▲ 25.72%▲ 1.21%▼ 10.46%
▼ 4.22%▲ 2.34%▲ 8.90%
▲ 7.82%▲ 2.10%▲ 1.50%
▲ 6.02%▼ 0.89%▼ 1.36%
▲ 9.99%▲ 4.97%▲ 3.10%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SPHR
Sphere Entertainment
0.48%
▼ 5.42%
3
Buy
Nov 12, 2024
IBM
International Business Machines
0.54%
▲ 1.04%
3
Buy
Nov 12, 2024
SMCI
Super Micro Computer
0.39%
▼ 13.42%
4
Buy
Nov 12, 2024
TCPC
BlackRock TCP Capital
―
▲ 71.57%
5
Close
Nov 08, 2024
FLBL
Franklin Liberty Senior Loan ETF
―
▲ 2.28%
8
Close
Nov 08, 2024
KREF
Kkr Real Estate Finance
―
▲ 5.74%
2
Close
Nov 08, 2024
PDD
PDD Holdings
―
▼ 2.67%
2
Close
Nov 08, 2024
AMT
American Tower
0.5%
▼ 5.91%
2
Buy
Nov 08, 2024
VOC
VOC Energy
1.91%
▲ 0.20%
2
Sell
Nov 07, 2024
TLTW
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
30.18%
▲ 1.50%
13
Buy
Nov 07, 2024
GSBD
Goldman Sachs BDC
1.47%
▲ 64.37%
4
Sell
Nov 07, 2024
OZ
Belpointe PREP
19.03%
▼ 22.92%
9
Buy
Nov 07, 2024
PR
Permian Resources
1.16%
▲ 10.09%
3
Sell
Nov 07, 2024
SAP
SAP AG
0.59%
▼ 2.35%
2
Buy
Nov 07, 2024
MS
Morgan Stanley
0.54%
▲ 1.43%
2
Buy
Nov 07, 2024
XOM
Exxon Mobil
0.47%
▼ 0.66%
2
Buy
Nov 07, 2024
META
Meta Platforms
0.74%
▼ 1.12%
2
Buy
Nov 07, 2024
ALTG
Alta Equipment Group
0.34%
▲ 11.71%
2
Buy
Nov 07, 2024
TRML
Tourmaline Bio
0.47%
▼ 3.04%
2
Buy
Nov 07, 2024
TSM
Taiwan Semiconductor Manufacturing
0.48%
▼ 5.60%
2
Buy
Nov 07, 2024