Retire Acct 9-15-24 - New Portfolio
Chuck W.
Retire Acct 9-15-24Individual Investor
Ranked #260,407 out of 858,312 TipRanks' Investors
Success Rate
261 out of 409
profitable transactions
profitable transactions
Average Return
1.30%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.77%
6-Month Return▼ 18.04%
12-Month Return▼ 5.68%
YTD Return▼ 8.00%
Total Return▼ 5.43%
Best Trade
Bio
Let's see how this goes . .
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 1.40%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 1.54%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 5.88%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 2.14%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 1.83%
Jan 2026
▼ 1.10%
▼ 0.86%
▼ 5.04%
Feb 2026
▲ 1.22%
▼ 4.94%
▼ 1.43%
Mar 2026
▲ 1.76%
▲ 0.84%
▲ 0.13%
Apr 2026
▲ 12.88%▲ 3.56%▼ 1.40%
▲ 10.96%▲ 2.38%▼ 1.54%
▼ 3.68%▲ 0.19%▼ 5.88%
▼ 0.10%▲ 0.08%▼ 2.14%
▲ 4.06%▲ 1.47%▼ 1.83%
▼ 1.10%▼ 0.86%▼ 5.04%
▲ 1.22%▼ 4.94%▼ 1.43%
▲ 1.76%▲ 0.84%▲ 0.13%
Recent Activity
ASML Holding
―
▲ 2.63%
2
Close
Oct 23, 2025
Vanguard Utilities ETF
―
▲ 16.34%
4
Close
Oct 15, 2025
MSCI
―
▼ 2.91%
2
Close
Oct 15, 2025
Vanguard Dividend Appreciation ETF
―
▲ 6.85%
3
Close
Oct 15, 2025
Broadcom
3.01%
▲ 14.24%
4
Open
Oct 15, 2025
DeFi Development Corporation
―
▼ 14.50%
2
Close
Oct 15, 2025
Pfizer
5.4%
▲ 20.14%
1
Open
Oct 15, 2025
TSMC
12.17%
▲ 11.74%
1
Open
Oct 15, 2025
Uber Technologies
―
▲ 9.40%
11
Close
Oct 10, 2025
HSBC Holdings
3.03%
▲ 25.03%
1
Open
Sep 24, 2025
Alibaba
―
▲ 43.80%
3
Close
Sep 23, 2025
Berkshire Hathaway B
―
▼ 0.56%
2
Close
Sep 16, 2025
Strive Inc
―
▼ 26.74%
2
Close
Sep 15, 2025
Global X NASDAQ 100 Covered Call ETF
6.75%
▲ 6.47%
19
Buy
Sep 12, 2025
Petroleo Brasileiro SA- Petrobras
―
▲ 2.97%
30
Close
Sep 12, 2025
Blackstone Secured Lending Fund
11.23%
▼ 3.90%
45
Sell
Sep 12, 2025
UnitedHealth
3.98%
▼ 4.04%
4
Buy
Sep 12, 2025
SPDR S&P 500 ETF Trust
16.67%
▲ 8.36%
6
Buy
Sep 12, 2025
YieldMax MSTR Option Income Strategy ETF
3.32%
▼ 31.52%
21
Buy
Sep 12, 2025
US Gold
―
▲ 48.96%
5
Close
Sep 12, 2025