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Retire Acct 9-15-24 - New Portfolio
Chuck W.
Retire Acct 9-15-24Individual Investor
Ranked #273,450 out of 851,848 TipRanks' Investors
Success Rate
266 out of 409
profitable transactions
profitable transactions
Average Return
2.03%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.57%
6-Month Return▼ 13.88%
12-Month Return▼ 9.98%
YTD Return▼ 1.81%
Total Return▼ 0.11%
Best Trade
Bio
Let's see how this goes . .
Performance
12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 4.49%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.83%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 0.98%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 1.40%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 1.54%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 5.88%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 3.14%
Dec 2025
▲ 5.86%
▲ 1.78%
▼ 1.81%
Jan 2026
▲ 9.25%▲ 5.14%▲ 4.49%
▲ 7.60%▲ 2.30%▲ 1.83%
▲ 2.76%▲ 2.05%▼ 0.98%
▲ 12.88%▲ 3.56%▼ 1.40%
▲ 10.96%▲ 2.38%▼ 1.54%
▼ 3.58%▲ 0.19%▼ 5.88%
▼ 0.10%▲ 0.08%▼ 3.14%
▲ 5.86%▲ 1.78%▼ 1.81%
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
2.89%
▲ 15.72%
4
Open
Oct 15, 2025
DeFi Development Corporation
―
▼ 14.50%
2
Close
Oct 15, 2025
Pfizer
4.54%
▲ 10.72%
1
Open
Oct 15, 2025
TSMC
11.14%
▲ 11.66%
1
Open
Oct 15, 2025
Uber Technologies
―
▲ 9.40%
11
Close
Oct 10, 2025
HSBC Holdings
2.9%
▲ 27.56%
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
6.36%
▲ 6.77%
19
Buy
Sep 12, 2025
Petroleo Brasileiro SA- Petrobras
―
▲ 2.97%
30
Close
Sep 12, 2025
Blackstone Secured Lending Fund
11.2%
▼ 2.74%
45
Sell
Sep 12, 2025
UnitedHealth
3.83%
▼ 1.14%
4
Buy
Sep 12, 2025
SPDR S&P 500 ETF Trust
16.11%
▲ 13.19%
6
Buy
Sep 12, 2025
YieldMax MSTR Option Income Strategy ETF
3.9%
▼ 28.58%
21
Buy
Sep 12, 2025
US Gold
―
▲ 48.96%
5
Close
Sep 12, 2025