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Retire Acct 9-15-24 - New Portfolio
Chuck W.
Retire Acct 9-15-24Individual Investor
Ranked #232,438 out of 829,253 TipRanks' Investors
Success Rate
263 out of 409
profitable transactions
profitable transactions
Average Return
2.00%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 10.26%
6-Month Return▼ 7.38%
12-Month Return▼ 5.40%
YTD Return▼ 4.73%
Total Return▲ 0.32%
Best Trade
Bio
Let's see how this goes . .
Performance
12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 3.77%
Apr 2025
▲ 11.64%
▲ 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
▲ 10.96%
▲ 2.38%
▼ 1.54%
Oct 2025
▼ 6.45%
▼ 4.33%
▼ 10.10%
Nov 2025
▲ 0.80%▼ 0.87%▼ 3.77%
▲ 11.64%▲ 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%
▲ 10.96%▲ 2.38%▼ 1.54%
▼ 6.45%▼ 4.33%▼ 10.10%
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
3.13%
▲ 17.18%
4
Open
Oct 15, 2025
DeFi Development Corporation
―
▼ 14.50%
2
Close
Oct 15, 2025
Pfizer
4.38%
▲ 1.81%
1
Open
Oct 15, 2025
TSMC
9.39%
▼ 8.93%
1
Open
Oct 15, 2025
Uber Technologies
―
▲ 9.40%
11
Close
Oct 10, 2025
HSBC Holdings
2.29%
▼ 2.66%
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
6.3%
▲ 5.01%
19
Buy
Sep 12, 2025
Petroleo Brasileiro SA- Petrobras
―
▲ 2.95%
30
Close
Sep 12, 2025
Blackstone Secured Lending Fund
11.65%
▼ 2.37%
45
Sell
Sep 12, 2025
UnitedHealth
4.22%
▲ 2.72%
4
Buy
Sep 12, 2025
SPDR S&P 500 ETF Trust
15.63%
▲ 7.43%
6
Buy
Sep 12, 2025
YieldMax MSTR Option Income Strategy ETF
5.43%
▼ 24.41%
21
Buy
Sep 12, 2025
US Gold
―
▲ 48.96%
5
Close
Sep 12, 2025