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Retire Acct 9-15-24 - New Portfolio
Chuck W.
Retire Acct 9-15-24Individual Investor
Ranked #174,826 out of 815,981 TipRanks' Investors
Success Rate
266 out of 392
profitable transactions
profitable transactions
Average Return
3.69%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.93%
6-Month Return▲ 0.98%
12-Month Return-
YTD Return▲ 9.16%
Total Return▲ 14.95%
Best Trade
Bio
Let's see how this goes . .
Performance
27.87%0-27.87%
▲ 6.03%
▲ 2.69%
▲ 5.11%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.85%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.38%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 3.77%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 5.26%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.49%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 1.83%
Jul 2025
▲ 7.88%
▲ 2.05%
▼ 0.98%
Aug 2025
▲ 6.03%▲ 2.69%▲ 5.11%
▼ 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%
▲ 27.87%▲ 2.30%▲ 1.83%
▲ 7.88%▲ 2.05%▼ 0.98%
Recent Activity
Amazon
―
▲ 4.73%
26
Close
Aug 14, 2025
AppLovin
―
▼ 0.91%
2
Close
Aug 14, 2025
UnitedHealth
1.1%
▲ 8.92%
3
Open
Aug 12, 2025
MSC Income Fund, Inc.
―
▼ 8.43%
2
Close
Aug 11, 2025
Lifestance Health Group
―
▼ 24.34%
3
Close
Aug 11, 2025
HubSpot
―
▼ 25.52%
3
Close
Aug 11, 2025
Figma, Inc. Class A
0.87%
▼ 14.81%
1
Open
Aug 11, 2025
Iron Mountain
0.49%
▲ 3.10%
1
Open
Aug 11, 2025
Trane Technologies
1.47%
▼ 2.91%
1
Open
Aug 11, 2025
Schwab US Dividend Equity ETF
―
▼ 1.11%
8
Close
Aug 08, 2025
Meta Platforms
9.15%
▲ 15.24%
24
Open
Jul 28, 2025
ProShares UltraPro QQQ
―
▲ 16.95%
3
Close
Jul 28, 2025
Broadcom
7.63%
▲ 4.47%
2
Buy
Jul 28, 2025
PayPal Holdings
―
▲ 5.68%
4
Close
Jul 19, 2025
Cintas
―
▲ 5.62%
6
Close
Jul 15, 2025
Campbell Soup
―
▼ 8.80%
4
Close
Jul 15, 2025
T-Rex 2X Long MSTR Daily Target ETF
―
▲ 16.53%
2
Close
Jul 15, 2025
Fidelity Mega Cap Stock Fund
―
▲ 7.88%
8
Close
Jul 02, 2025
Blackstone Secured Lending Fund
26.54%
▲ 2.85%
44
Buy
Jun 30, 2025
YieldMax MSTR Option Income Strategy ETF
3.98%
▼ 0.92%
20
Buy
Jun 30, 2025