Education
About Us
Working with TipRanks
Follow Us
SAM - Non-Retirement - New Portfolio
M E L
SAM - Non-RetirementIndividual Investor
Ranked #130,609 out of 849,606 TipRanks' Investors
Success Rate
286 out of 512
profitable transactions
profitable transactions
Average Return
44.77%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.47%
6-Month Return▲ 9.09%
12-Month Return▲ 56.87%
YTD Return▲ 5.14%
Total Return▲ 59.52%
Best Trade
Bio
Income portfolio
Performance
14.63%0-14.63%
▲ 9.25%
▲ 5.14%
▲ 11.60%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.73%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 0.15%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 14.30%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 12.16%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 14.63%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.34%
Dec 2025
▲ 3.22%
▲ 1.43%
▲ 5.14%
Jan 2026
▲ 9.25%▲ 5.14%▲ 11.60%
▲ 7.60%▲ 2.30%▲ 2.73%
▲ 2.76%▲ 2.05%▼ 0.15%
▲ 12.88%▲ 3.56%▲ 14.30%
▲ 10.96%▲ 2.38%▲ 12.16%
▼ 3.58%▲ 0.19%▼ 14.63%
▼ 0.10%▲ 0.08%▼ 0.34%
▲ 3.22%▲ 1.43%▲ 5.14%
Recent Activity
Tourmaline Bio
―
▲ 38.13%
17
Close
Oct 27, 2025
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
17.03%
▲ 10.03%
36
Buy
Jul 31, 2025
Franklin Liberty Senior Loan ETF
8.03%
▼ 14.57%
14
Buy
Jul 31, 2025
Lockheed Martin
2.16%
▲ 57.82%
7
Buy
Jul 31, 2025
Goldman Sachs BDC
3.24%
▼ 6.19%
15
Buy
Jul 30, 2025
Advanced Micro Devices
0.66%
▲ 115.28%
18
Sell
Jul 28, 2025
Rigetti Computing
4.83%
▲ 209.85%
25
Sell
Jul 28, 2025
D-Wave Quantum
1.03%
▲ 156.63%
20
Sell
Jul 28, 2025
AppLovin
0.81%
▲ 56.33%
1
Buy
Jul 25, 2025
Permian Resources
2.26%
▼ 4.51%
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
3.76%
▲ 4.44%
4
Sell
Jul 18, 2025
Eaton Vance Risk-Managed Diversified Equity Income Fund
2.6%
▼ 2.01%
6
Sell
Jul 18, 2025
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
3.75%
▲ 8.84%
5
Sell
Jul 18, 2025
Quantum Computing
1.09%
▲ 87.54%
22
Buy
Jul 15, 2025
Rocket Pharmaceuticals
―
▲ 27.78%
3
Close
Jul 11, 2025