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Bren IRA - New Portfolio
Bren IRA
Individual Investor
Ranked #341,494 out of 823,645 TipRanks' Investors
Success Rate
36 out of 67
profitable transactions
profitable transactions
Average Return
16.02%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.28%
6-Month Return▲ 47.23%
12-Month Return▲ 33.48%
YTD Return▲ 20.27%
Total Return▲ 41.72%
Best Trade
Bio
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 9.39%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 6.04%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 11.77%
May 2025
▲ 9.25%
▲ 5.14%
▲ 8.63%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 4.29%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 1.37%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 7.11%
Sep 2025
▲ 2.37%
▼ 0.15%
▲ 1.80%
Oct 2025
▼ 6.38%▼ 5.57%▼ 9.39%
▲ 0.80%▼ 0.87%▲ 6.04%
▲ 11.63%▲ 6.28%▲ 11.77%
▲ 9.25%▲ 5.14%▲ 8.63%
▲ 7.60%▲ 2.30%▲ 4.29%
▲ 2.76%▲ 2.05%▼ 1.37%
▲ 12.88%▲ 3.56%▲ 7.11%
▲ 2.37%▼ 0.15%▲ 1.80%
Recent Activity
ACI Worldwide
―
▼ 0.15%
2
Close
Jan 24, 2025
Agnico Eagle
―
▲ 107.54%
2
Close
Jan 23, 2025
CarGurus
1.48%
▼ 8.82%
1
Buy
Jan 22, 2025
Agnico Eagle
6.03%
▲ 102.09%
1
Buy
Jan 22, 2025
Fox
―
▼ 2.36%
2
Close
Jan 21, 2025
Vital Farms
―
▲ 6.36%
2
Close
Jan 21, 2025
Vertex
2.08%
▼ 50.36%
4
Buy
Jan 17, 2025
Alphabet Class A
8.12%
▲ 30.57%
4
Buy
Jan 17, 2025
TSMC
4.28%
▲ 42.78%
3
Buy
Jan 17, 2025
Goldman Sachs Group
5.4%
▲ 23.73%
2
Buy
Jan 17, 2025
Exlservice Holdings
1.14%
▼ 16.07%
1
Buy
Jan 17, 2025
ServiceNow
2.54%
▼ 17.94%
1
Buy
Jan 17, 2025
Enova International
1.57%
▲ 2.33%
1
Buy
Jan 17, 2025
Howmet Aerospace
4.06%
▲ 53.30%
1
Buy
Jan 16, 2025
Vertiv Holdings
8.88%
▲ 61.58%
5
Buy
Jan 15, 2025
GeneDx Holdings
―
▼ 1.71%
2
Close
Jan 15, 2025
Flowserve
1.42%
▼ 19.54%
1
Buy
Jan 15, 2025
Blue Owl Capital
―
▼ 3.48%
5
Close
Jan 09, 2025
Block
―
▼ 5.99%
2
Close
Jan 09, 2025
Shopify
―
▼ 5.30%
2
Close
Jan 09, 2025