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Bren IRA - New Portfolio

Bren IRA
Individual Investor
Ranked #443,037 out of 808,344 TipRanks' Investors
Success Rate
46%
31 out of 67
profitable transactions
Average Return
6.69%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.88%
6-Month Return▲ 3.69%
12-Month Return-
YTD Return▲ 7.23%
Total Return▲ 25.38%

Best Trade

Opened at
Closed at
Gain▲ 107.54%

Bio

Performance

13.92%0-13.92%
▲ 5.10%
▼ 2.41%
▼ 6.27%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 4.94%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 12.41%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 9.39%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 6.04%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 11.77%
May 2025
▲ 6.24%
▲ 5.14%
▲ 8.63%
Jun 2025
▲ 13.92%
▲ 0.69%
▼ 0.01%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 6.27%
▲ 6.03%▲ 2.69%▲ 4.94%
▼ 12.86%▼ 1.27%▼ 12.41%
▼ 1.80%▼ 5.57%▼ 9.39%
▲ 1.84%▼ 0.87%▲ 6.04%
▲ 12.20%▲ 6.28%▲ 11.77%
▲ 6.24%▲ 5.14%▲ 8.63%
▲ 13.92%▲ 0.69%▼ 0.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ACI Worldwide
▼ 0.15%
2
Close
Jan 24, 2025
Agnico Eagle
▲ 107.54%
2
Close
Jan 23, 2025
CarGurus
1.61%
▼ 12.57%
1
Buy
Jan 22, 2025
Agnico Eagle
4.55%
▲ 34.61%
1
Buy
Jan 22, 2025
Fox
▼ 2.36%
2
Close
Jan 21, 2025
Vital Farms
▲ 6.36%
2
Close
Jan 21, 2025
Vertex
3.34%
▼ 29.81%
4
Buy
Jan 17, 2025
Alphabet Class A
6.67%
▼ 5.34%
4
Buy
Jan 17, 2025
TSMC
3.78%
▲ 11.03%
3
Buy
Jan 17, 2025
Goldman Sachs Group
5.6%
▲ 13.19%
2
Buy
Jan 17, 2025
Exlservice Holdings
1.32%
▼ 14.08%
1
Buy
Jan 17, 2025
ServiceNow
3.05%
▼ 13.05%
1
Buy
Jan 17, 2025
Enova International
1.8%
▲ 3.33%
1
Buy
Jan 17, 2025
Howmet Aerospace
4.41%
▲ 47.25%
1
Buy
Jan 16, 2025
Vertiv Holdings
7.1%
▲ 14.02%
5
Buy
Jan 15, 2025
GeneDx Holdings
▼ 1.71%
2
Close
Jan 15, 2025
Flowserve
1.68%
▼ 16.16%
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