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SAM - Non-Retirement - New Portfolio
M E L
SAM - Non-RetirementIndividual Investor
Ranked #86,603 out of 821,200 TipRanks' Investors
Success Rate
293 out of 512
profitable transactions
profitable transactions
Average Return
53.42%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 21.95%
6-Month Return▲ 78.51%
12-Month Return▲ 69.25%
YTD Return▲ 64.33%
Total Return▲ 66.67%
Best Trade
Bio
Income portfolio
Performance
22.66%0-22.66%
▼ 15.60%
▼ 5.57%
▲ 2.38%
Mar 2025
▼ 3.50%
▼ 0.87%
▲ 1.38%
Apr 2025
▲ 7.77%
▲ 6.28%
▲ 22.66%
May 2025
▲ 2.59%
▲ 5.14%
▲ 11.60%
Jun 2025
▲ 22.60%
▲ 2.30%
▲ 2.73%
Jul 2025
▼ 1.95%
▲ 2.05%
▼ 0.15%
Aug 2025
▲ 6.01%
▲ 3.56%
▲ 14.30%
Sep 2025
▲ 2.08%
▲ 0.46%
▲ 4.83%
Oct 2025
▼ 15.60%▼ 5.57%▲ 2.38%
▼ 3.50%▼ 0.87%▲ 1.38%
▲ 7.77%▲ 6.28%▲ 22.66%
▲ 2.59%▲ 5.14%▲ 11.60%
▲ 22.60%▲ 2.30%▲ 2.73%
▼ 1.95%▲ 2.05%▼ 0.15%
▲ 6.01%▲ 3.56%▲ 14.30%
▲ 2.08%▲ 0.46%▲ 4.83%
Recent Activity
Walgreens Boots Alliance
―
▲ 31.63%
4
Close
Aug 27, 2025
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
16.41%
▲ 12.22%
36
Buy
Jul 31, 2025
Franklin Liberty Senior Loan ETF
7.71%
▼ 13.83%
14
Buy
Jul 31, 2025
Lockheed Martin
1.74%
▲ 35.31%
7
Buy
Jul 31, 2025
Goldman Sachs BDC
3.33%
▲ 1.50%
15
Buy
Jul 30, 2025
Advanced Micro Devices
0.46%
▲ 62.61%
18
Sell
Jul 28, 2025
Rigetti Computing
6.3%
▲ 324.32%
25
Sell
Jul 28, 2025
D-Wave Quantum
0.98%
▲ 159.63%
20
Sell
Jul 28, 2025
Tourmaline Bio
1.29%
▲ 38.09%
16
Buy
Jul 25, 2025
AppLovin
0.92%
▲ 87.91%
1
Buy
Jul 25, 2025
Permian Resources
1.83%
▼ 15.57%
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
3.68%
▲ 6.51%
4
Sell
Jul 18, 2025
Eaton Vance Risk-Managed Diversified Equity Income Fund
2.48%
▼ 1.23%
6
Sell
Jul 18, 2025
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
3.52%
▲ 8.09%
5
Sell
Jul 18, 2025
Quantum Computing
1.61%
▲ 186.45%
22
Buy
Jul 15, 2025
Rocket Pharmaceuticals
―
▲ 27.78%
3
Close
Jul 11, 2025