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Retire Acct 9-15-24 - New Portfolio

PerformancePortfolio Details

Chuck W.

Retire Acct 9-15-24
Individual Investor
Ranked #93,374 out of 788,374 TipRanks' Investors
Success Rate
71%
180 out of 253
profitable transactions
Average Return
5.61%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.52%
6-Month Return-
12-Month Return-
YTD Return▲ 9.80%
Total Return▲ 15.73%

Best Trade

AssetWolverine W... (WWW)
Opened at
Closed at
Gain▲ 54.94%

Bio

Let's see how this goes . .

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
―
Jul 2024
▼ 13.14%
▲ 2.34%
―
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.97%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 2.92%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 5.54%
Nov 2024
▲ 5.94%
▼ 2.41%
▼ 1.06%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.26%
Jan 2025
▼ 10.49%
▼ 0.31%
▲ 5.31%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%―
▼ 13.14%▲ 2.34%―
▲ 2.93%▲ 2.10%▲ 3.97%
▲ 9.99%▼ 0.89%▼ 2.92%
▲ 26.03%▲ 5.96%▲ 5.54%
▲ 5.94%▼ 2.41%▼ 1.06%
▲ 5.25%▲ 2.69%▲ 4.26%
▼ 10.49%▼ 0.31%▲ 5.31%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AMZN
Amazon
16.44%
▼ 3.03%
17
Buy
Feb 21, 2025
GRPN
Groupon
1.78%
▼ 4.62%
2
Buy
Feb 21, 2025
XAR
SPDR S&P Aerospace & Defense ETF
3.74%
▼ 2.92%
2
Buy
Feb 21, 2025
XLC
Communication Services Select Sector SPDR Fund
1.56%
0.00%
1
Open
Feb 21, 2025
VPU
Vanguard Utilities ETF
1.32%
0.00%
1
Open
Feb 21, 2025
GDX
VanEck Gold Miners ETF
0.93%
0.00%
1
Open
Feb 21, 2025
QBTS
D-Wave Quantum
―
▲ 25.61%
7
Close
Feb 20, 2025
CTAS
Cintas
2.27%
▼ 0.73%
1
Open
Feb 20, 2025
USAU
US Gold
0.29%
▼ 4.49%
1
Open
Feb 20, 2025
AGNC
AGNC Investment
6.42%
▲ 12.29%
24
Sell
Feb 19, 2025
MSTY
YieldMax MSTR Option Income Strategy ETF
1.94%
▼ 3.13%
5
Open
Feb 19, 2025
KSPI
Kaspi.kz JSC Sponsored ADR RegS
―
▲ 6.63%
7
Close
Feb 19, 2025
FGRTX
Fidelity Mega Cap Stock Fund
2.19%
▲ 0.38%
6
Buy
Feb 18, 2025
BXSL
Blackstone Secured Lending Fund
12.36%
▲ 6.64%
30
Buy
Feb 18, 2025
NVDA
Nvidia
17.15%
▲ 1.17%
23
Sell
Feb 18, 2025
MO
Altria Group
9.58%
▲ 3.86%
6
Buy
Feb 18, 2025
SCHD
Schwab US Dividend Equity ETF
10.41%
▲ 1.44%
3
Buy
Feb 18, 2025
ABBV
AbbVie
9.21%
▲ 4.07%
3
Buy
Feb 18, 2025
O
Realty Income
―
▲ 1.05%
12
Close
Feb 13, 2025
MSTR
Strategy
―
▼ 4.46%
2
Close
Feb 13, 2025