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Retire Acct 9-15-24 - New Portfolio
Chuck W.
Retire Acct 9-15-24Individual Investor
Ranked #227,898 out of 825,786 TipRanks' Investors
Success Rate
273 out of 409
profitable transactions
profitable transactions
Average Return
3.63%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.70%
6-Month Return▲ 10.11%
12-Month Return▲ 11.66%
YTD Return▲ 8.39%
Total Return▲ 14.13%
Best Trade
Bio
Let's see how this goes . .
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 5.38%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 3.77%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 5.26%
May 2025
▲ 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
▲ 11.32%
▲ 3.18%
▲ 0.70%
Oct 2025
▼ 6.38%▼ 5.57%▼ 5.38%
▲ 0.80%▼ 0.87%▼ 3.77%
▲ 11.63%▲ 6.28%▲ 5.26%
▲ 9.25%▲ 5.14%▲ 4.49%
▲ 7.60%▲ 2.30%▲ 1.83%
▲ 2.76%▲ 2.05%▼ 0.98%
▲ 12.88%▲ 3.56%▼ 1.40%
▲ 11.32%▲ 3.18%▲ 0.70%
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
3.1%
▲ 20.90%
4
Open
Oct 15, 2025
DeFi Development Corporation
―
▼ 14.50%
2
Close
Oct 15, 2025
Pfizer
3.88%
▼ 0.41%
1
Open
Oct 15, 2025
TSMC
9.18%
▲ 0.12%
1
Open
Oct 15, 2025
Uber Technologies
―
▲ 9.40%
11
Close
Oct 10, 2025
HSBC Holdings
2.12%
▲ 0.86%
1
Open
Sep 24, 2025
Alibaba
―
▲ 43.80%
3
Close
Sep 23, 2025
Berkshire Hathaway B
―
▼ 0.56%
2
Close
Sep 16, 2025
Asset Entities, Inc. Class B
―
▼ 26.74%
2
Close
Sep 15, 2025
Global X NASDAQ 100 Covered Call ETF
5.7%
▲ 5.43%
19
Buy
Sep 12, 2025
Petroleo Brasileiro SA- Petrobras
―
▲ 2.95%
30
Close
Sep 12, 2025
Blackstone Secured Lending Fund
10.71%
▼ 0.82%
45
Sell
Sep 12, 2025
UnitedHealth
4.28%
▲ 12.49%
4
Buy
Sep 12, 2025
SPDR S&P 500 ETF Trust
14.65%
▲ 12.04%
6
Buy
Sep 12, 2025
YieldMax MSTR Option Income Strategy ETF
7.72%
▼ 9.78%
21
Buy
Sep 12, 2025
US Gold
―
▲ 48.96%
5
Close
Sep 12, 2025