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Retire Acct 9-15-24 - New Portfolio
Chuck W.
Retire Acct 9-15-24Individual Investor
Ranked #166,187 out of 812,492 TipRanks' Investors
Success Rate
263 out of 388
profitable transactions
profitable transactions
Average Return
3.67%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.69%
6-Month Return▲ 1.53%
12-Month Return-
YTD Return▲ 9.04%
Total Return▲ 14.82%
Best Trade
Bio
Let's see how this goes . .
Performance
27.87%0-27.87%
▲ 6.03%
▲ 2.69%
▲ 5.11%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.86%
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
▲ 27.87%
▲ 2.30%
▲ 1.83%
Jul 2025
▲ 1.33%
▲ 0.03%
▼ 1.09%
Aug 2025
▲ 6.03%▲ 2.69%▲ 5.11%
▼ 12.86%▼ 1.27%▲ 2.86%
▼ 1.80%▼ 5.57%▼ 5.38%
▲ 1.84%▼ 0.87%▼ 3.77%
▲ 12.20%▲ 6.28%▲ 5.26%
▲ 6.24%▲ 5.14%▲ 4.48%
▲ 27.87%▲ 2.30%▲ 1.83%
▲ 1.33%▲ 0.03%▼ 1.09%
Recent Activity
Schwab US Dividend Equity ETF
―
▼ 1.11%
8
Close
Aug 08, 2025
Amazon
3.7%
▲ 0.97%
25
Sell
Aug 07, 2025
AppLovin
1.52%
▲ 4.26%
1
Open
Aug 07, 2025
Meta Platforms
8.95%
▲ 15.46%
24
Open
Jul 28, 2025
ProShares UltraPro QQQ
―
▲ 16.95%
3
Close
Jul 28, 2025
Broadcom
7.35%
▲ 7.13%
2
Buy
Jul 28, 2025
PayPal Holdings
―
▲ 5.68%
4
Close
Jul 19, 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
25.42%
▲ 3.83%
44
Buy
Jun 30, 2025
YieldMax MSTR Option Income Strategy ETF
4.62%
▲ 6.98%
20
Buy
Jun 30, 2025
Microsoft
11.28%
▲ 21.06%
7
Buy
Jun 30, 2025
Lifestance Health Group
0.44%
▼ 27.65%
2
Sell
Jun 30, 2025
HubSpot
1.5%
▼ 20.40%
2
Buy
Jun 30, 2025
Alibaba
2%
▲ 6.13%
1
Open
Jun 30, 2025
Petroleo Brasileiro SA- Petrobras
6.9%
▲ 0.29%
29
Buy
Jun 11, 2025
SPDR S&P 500 ETF Trust
1.35%
▲ 7.23%
5
Buy
Jun 11, 2025
US Gold
1.12%
▲ 13.18%
4
Sell
Jun 11, 2025