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SAM - Non-Retirement - New Portfolio
M E L
SAM - Non-RetirementIndividual Investor
Ranked #81,939 out of 824,962 TipRanks' Investors
Success Rate
294 out of 512
profitable transactions
profitable transactions
Average Return
54.86%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.69%
6-Month Return▲ 69.75%
12-Month Return▲ 72.43%
YTD Return▲ 68.52%
Total Return▲ 70.93%
Best Trade
Bio
Income portfolio
Performance
22.66%0-22.66%
▼ 6.38%
▼ 5.57%
▲ 2.38%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 1.38%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 22.66%
May 2025
▲ 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
▲ 4.39%
▲ 0.84%
▲ 7.51%
Oct 2025
▼ 6.38%▼ 5.57%▲ 2.38%
▲ 0.80%▼ 0.87%▲ 1.38%
▲ 11.63%▲ 6.28%▲ 22.66%
▲ 9.25%▲ 5.14%▲ 11.60%
▲ 7.60%▲ 2.30%▲ 2.73%
▲ 2.76%▲ 2.05%▼ 0.15%
▲ 12.88%▲ 3.56%▲ 14.30%
▲ 4.39%▲ 0.84%▲ 7.51%
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
16.75%
▲ 14.77%
36
Buy
Jul 31, 2025
Franklin Liberty Senior Loan ETF
7.64%
▼ 14.05%
14
Buy
Jul 31, 2025
Lockheed Martin
1.7%
▲ 32.24%
7
Buy
Jul 31, 2025
Goldman Sachs BDC
3.21%
▼ 1.37%
15
Buy
Jul 30, 2025
Advanced Micro Devices
0.63%
▲ 117.97%
18
Sell
Jul 28, 2025
Rigetti Computing
7.02%
▲ 373.42%
25
Sell
Jul 28, 2025
D-Wave Quantum
1.04%
▲ 174.21%
20
Sell
Jul 28, 2025
Tourmaline Bio
1.28%
▲ 38.12%
16
Buy
Jul 25, 2025
AppLovin
0.79%
▲ 62.09%
1
Buy
Jul 25, 2025
Permian Resources
1.89%
▼ 13.21%
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
3.62%
▲ 5.76%
4
Sell
Jul 18, 2025
Eaton Vance Risk-Managed Diversified Equity Income Fund
2.46%
▼ 1.34%
6
Sell
Jul 18, 2025
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
3.48%
▲ 7.41%
5
Sell
Jul 18, 2025
Quantum Computing
1.28%
▲ 131.56%
22
Buy
Jul 15, 2025
Rocket Pharmaceuticals
―
▲ 27.78%
3
Close
Jul 11, 2025