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SAM - Non-Retirement - New Portfolio

PerformancePortfolio Details

M E L

SAM - Non-Retirement
Individual Investor
Ranked #152,632 out of 786,879 TipRanks' Investors
Success Rate
63%
156 out of 249
profitable transactions
Average Return
11.79%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.13%
6-Month Return▲ 8.49%
12-Month Return-
YTD Return▲ 0.39%
Total Return▲ 2.20%

Best Trade

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

Bio

Income portfolio

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▼ 10.46%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 8.90%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.49%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.21%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.43%
Nov 2024
▲ 5.82%
▼ 2.41%
▼ 3.09%
Dec 2024
▲ 4.97%
▲ 2.69%
▲ 0.46%
Jan 2025
▼ 8.36%
▲ 1.31%
▼ 0.07%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▼ 10.46%
▼ 13.14%▲ 2.34%▲ 8.90%
▲ 2.93%▲ 2.10%▲ 1.49%
▲ 9.99%▼ 0.89%▼ 1.21%
▲ 26.04%▲ 5.96%▲ 7.43%
▲ 5.82%▼ 2.41%▼ 3.09%
▲ 4.97%▲ 2.69%▲ 0.46%
▼ 8.36%▲ 1.31%▼ 0.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
DELL
Dell Technologies
1.6%
▲ 32.13%
9
Buy
Feb 11, 2025
AMGN
Amgen
―
▲ 20.81%
6
Close
Feb 10, 2025
PTC
PTC
―
▼ 7.42%
2
Close
Feb 10, 2025
MBLY
Mobileye Global, Inc. Class A
―
▼ 4.64%
3
Sell
Feb 10, 2025
AMD
Advanced Micro Devices
1.19%
▲ 1.85%
10
Buy
Feb 05, 2025
ARM
ARM Holdings PLC ADR
0.67%
▼ 7.87%
7
Buy
Feb 04, 2025
JEPQ
JPMorgan Nasdaq Equity Premium Income Active ETF Trust Unit
―
▼ 27.98%
2
Close
Feb 04, 2025
JEPQ
J.P. Morgan Nasdaq Equity Premium Income ETF
6.28%
▲ 3.68%
6
Close
Feb 03, 2025
RGTI
Rigetti Computing
0.28%
▲ 19.79%
5
Sell
Feb 03, 2025
NVDA
Nvidia
0.97%
▲ 10.04%
9
Buy
Jan 28, 2025
OUT
Outfront Media
―
▲ 63.52%
4
Close
Jan 28, 2025
TRML
Tourmaline Bio
0.66%
▲ 18.15%
9
Buy
Jan 27, 2025
QUBT
Quantum Computing
0.33%
▼ 9.42%
3
Buy
Jan 27, 2025
IONQ
IonQ
0.52%
▲ 13.04%
3
Buy
Jan 27, 2025
QBTS
D-Wave Quantum
0.4%
▲ 12.25%
3
Buy
Jan 27, 2025
OZ
Belpointe PREP
7.22%
▼ 36.19%
18
Sell
Jan 23, 2025
RIO
Rio Tinto
0.89%
▲ 5.04%
4
Buy
Jan 23, 2025
GEO
Geo Group
0.76%
▼ 12.15%
1
Buy
Jan 15, 2025
META
Meta Platforms
―
▲ 2.85%
3
Close
Jan 14, 2025
SMCI
Super Micro Computer
―
▲ 25.79%
7
Close
Jan 14, 2025