tiprankstipranks
Trending News
More News >

Retire Acct 9-15-24 - New Portfolio

Chuck W.

Retire Acct 9-15-24
Individual Investor
Ranked #160,106 out of 803,890 TipRanks' Investors
Success Rate
66%
248 out of 376
profitable transactions
Average Return
3.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.19%
6-Month Return▲ 8.42%
12-Month Return-
YTD Return▲ 6.09%
Total Return▲ 11.72%

Best Trade

Opened at
Closed at
Gain▲ 54.94%

Bio

Let's see how this goes . .

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 5.55%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 1.16%
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
▲ 1.83%
▼ 0.87%
▼ 4.22%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 5.26%
May 2025
▲ 5.75%
▲ 2.25%
▲ 2.87%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 5.55%
▲ 5.10%▼ 2.41%▼ 1.16%
▲ 6.03%▲ 2.69%▲ 5.11%
▼ 12.86%▼ 1.27%▲ 2.85%
▼ 1.80%▼ 5.57%▼ 5.38%
▲ 1.83%▼ 0.87%▼ 4.22%
▲ 12.21%▲ 6.28%▲ 5.26%
▲ 5.75%▲ 2.25%▲ 2.87%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Petroleo Brasileiro SA- Petrobras
6.81%
▲ 2.52%
29
Buy
Jun 11, 2025
Meta Platforms
7.89%
▲ 14.97%
22
Buy
Jun 11, 2025
SPDR S&P 500 ETF Trust
1.2%
▲ 2.63%
5
Buy
Jun 11, 2025
YieldMax MSTR Option Income Strategy ETF
3.63%
▲ 6.57%
19
Buy
Jun 11, 2025
Cintas
▲ 8.93%
4
Close
Jun 11, 2025
US Gold
1.12%
▲ 20.15%
4
Sell
Jun 11, 2025
Johnson & Johnson
1.7%
▼ 0.05%
3
Buy
Jun 11, 2025
Campbell Soup
0.5%
▼ 4.43%
2
Buy
Jun 11, 2025
HubSpot
1.29%
▼ 4.18%
1
Open
Jun 11, 2025
SPDR S&P Aerospace & Defense ETF
▲ 19.48%
5
Close
Jun 10, 2025
Shopify
▲ 20.46%
8
Close
Jun 04, 2025
Microsoft
5.24%
▲ 14.06%
6
Buy
Jun 02, 2025
ProShares UltraPro QQQ
0.59%
▲ 5.85%
1
Open
Jun 02, 2025
Global X NASDAQ 100 Covered Call ETF
1.93%
▲ 3.65%
18
Buy
May 29, 2025
Nvidia
▲ 6.29%
30
Close
May 29, 2025
AGNC Investment
▲ 10.30%
29
Close
May 29, 2025
iShares Biotechnology ETF
3.1%
▲ 5.35%
4
Buy
May 29, 2025
SAP AG
2.19%
▼ 0.02%
2
Buy
May 29, 2025
Uber Technologies
2.66%
▲ 8.43%
9
Buy
May 28, 2025
Fidelity Wise Origin Bitcoin Fund
▲ 16.38%
3
Close
May 28, 2025