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Retire Acct 9-15-24 - New Portfolio
Chuck W.
Retire Acct 9-15-24Individual Investor
Ranked #117,442 out of 808,344 TipRanks' Investors
Success Rate
274 out of 385
profitable transactions
profitable transactions
Average Return
3.98%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.04%
6-Month Return▲ 7.89%
12-Month Return-
YTD Return▲ 9.93%
Total Return▲ 15.76%
Best Trade
Bio
Let's see how this goes . .
Performance
13.92%0-13.92%
▲ 5.10%
▼ 2.41%
▼ 1.15%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 5.11%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.85%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.38%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 3.77%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 5.26%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.48%
Jun 2025
▲ 13.92%
▲ 0.69%
▲ 1.55%
Jul 2025
▲ 5.10%▼ 2.41%▼ 1.15%
▲ 6.03%▲ 2.69%▲ 5.11%
▼ 12.86%▼ 1.27%▲ 2.85%
▼ 1.80%▼ 5.57%▼ 5.38%
▲ 1.84%▼ 0.87%▼ 3.77%
▲ 12.20%▲ 6.28%▲ 5.26%
▲ 6.24%▲ 5.14%▲ 4.48%
▲ 13.92%▲ 0.69%▲ 1.55%
Recent Activity
Meta Platforms
―
▲ 15.92%
23
Close
Jul 15, 2025
Cintas
―
▲ 5.62%
6
Close
Jul 15, 2025
Campbell Soup
―
▼ 8.80%
4
Close
Jul 15, 2025
T-Rex 2X Long MSTR Daily Target ETF
―
▲ 16.53%
2
Close
Jul 15, 2025
Fidelity Mega Cap Stock Fund
―
▲ 7.88%
8
Close
Jul 02, 2025
Blackstone Secured Lending Fund
25.81%
▲ 6.17%
44
Buy
Jun 30, 2025
Amazon
4.75%
▲ 2.63%
24
Sell
Jun 30, 2025
YieldMax MSTR Option Income Strategy ETF
5.25%
▲ 12.94%
20
Buy
Jun 30, 2025
Microsoft
10.62%
▲ 17.29%
7
Buy
Jun 30, 2025
PayPal Holdings
0.83%
▲ 3.05%
3
Sell
Jun 30, 2025
Lifestance Health Group
0.43%
▼ 27.15%
2
Sell
Jun 30, 2025
ProShares UltraPro QQQ
2.06%
▲ 10.50%
2
Buy
Jun 30, 2025
HubSpot
1.71%
▼ 6.38%
2
Buy
Jun 30, 2025
Broadcom
2.95%
▲ 1.92%
1
Open
Jun 30, 2025
Alibaba
1.89%
▲ 3.14%
1
Open
Jun 30, 2025
Petroleo Brasileiro SA- Petrobras
6.91%
▲ 1.66%
29
Buy
Jun 11, 2025
SPDR S&P 500 ETF Trust
1.28%
▲ 5.32%
5
Buy
Jun 11, 2025
US Gold
1.04%
▲ 7.90%
4
Sell
Jun 11, 2025
Johnson & Johnson
1.75%
▼ 0.08%
3
Buy
Jun 11, 2025
SPDR S&P Aerospace & Defense ETF
―
▲ 19.48%
5
Close
Jun 10, 2025