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Retire Acct 9-15-24 - New Portfolio
Chuck W.
Retire Acct 9-15-24Individual Investor
Ranked #223,311 out of 820,354 TipRanks' Investors
Success Rate
267 out of 405
profitable transactions
profitable transactions
Average Return
3.44%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.01%
6-Month Return▲ 4.65%
12-Month Return▲ 8.43%
YTD Return▲ 7.03%
Total Return▲ 12.70%
Best Trade
Bio
Let's see how this goes . .
Performance
27.92%0-27.92%
▼ 12.86%
▼ 1.27%
▲ 2.85%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.38%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 3.77%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 5.26%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.49%
Jun 2025
▲ 27.92%
▲ 2.30%
▲ 1.83%
Jul 2025
▲ 4.87%
▲ 2.05%
▼ 0.98%
Aug 2025
▲ 5.04%
▲ 2.88%
▼ 1.95%
Sep 2025
▼ 12.86%▼ 1.27%▲ 2.85%
▼ 1.80%▼ 5.57%▼ 5.38%
▲ 1.84%▼ 0.87%▼ 3.77%
▲ 12.20%▲ 6.28%▲ 5.26%
▲ 6.24%▲ 5.14%▲ 4.49%
▲ 27.92%▲ 2.30%▲ 1.83%
▲ 4.87%▲ 2.05%▼ 0.98%
▲ 5.04%▲ 2.88%▼ 1.95%
Recent Activity
HSBC Holdings
1.78%
▼ 0.10%
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
4.68%
▲ 4.46%
19
Buy
Sep 12, 2025
Petroleo Brasileiro SA- Petrobras
―
▲ 2.95%
30
Close
Sep 12, 2025
Blackstone Secured Lending Fund
9.05%
▼ 2.25%
45
Sell
Sep 12, 2025
UnitedHealth
3.5%
▲ 9.99%
4
Buy
Sep 12, 2025
SPDR S&P 500 ETF Trust
11.93%
▲ 8.66%
6
Buy
Sep 12, 2025
Uber Technologies
7.99%
▲ 11.49%
10
Buy
Sep 12, 2025
YieldMax MSTR Option Income Strategy ETF
7.82%
▼ 4.45%
21
Buy
Sep 12, 2025
US Gold
―
▲ 48.96%
5
Close
Sep 12, 2025
Communication Services Select Sector SPDR Fund
4.41%
▲ 12.84%
4
Buy
Sep 12, 2025
Vanguard Utilities ETF
4.15%
▲ 8.72%
3
Buy
Sep 12, 2025
Microsoft
18.23%
▲ 16.16%
8
Buy
Sep 12, 2025
iShares Biotechnology ETF
―
▲ 16.17%
5
Close
Sep 12, 2025
SAP AG
―
▼ 13.09%
3
Close
Sep 12, 2025
Vanguard Dividend Appreciation ETF
13.16%
▲ 5.61%
2
Buy
Sep 12, 2025
Broadcom
―
▲ 26.42%
3
Close
Sep 12, 2025
Figma, Inc. Class A
―
▼ 35.67%
2
Close
Sep 12, 2025