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Bren IRA - New Portfolio

Bren IRA
Individual Investor
Ranked #265,359 out of 859,299 TipRanks' Investors
Success Rate
54%
36 out of 67
profitable transactions
Average Return
29.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.99%
6-Month Return▲ 11.03%
12-Month Return▲ 62.54%
YTD Return▲ 9.21%
Total Return▲ 56.51%

Best Trade

Opened at
Closed at-
Gain▲ 188.25%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 7.11%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.21%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 2.55%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 2.32%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 4.39%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 0.21%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 6.74%
Mar 2026
▲ 12.62%
▲ 7.63%
▲ 11.95%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 7.11%
▲ 10.96%▲ 2.38%▲ 3.21%
▼ 3.68%▲ 0.19%▼ 2.55%
▼ 0.10%▲ 0.08%▲ 2.32%
▲ 4.06%▲ 1.47%▲ 4.39%
▼ 1.12%▼ 0.86%▲ 0.21%
▲ 0.60%▼ 4.94%▼ 6.74%
▲ 12.62%▲ 7.63%▲ 11.95%

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
1.36%
▼ 6.69%
1
Buy
Jan 22, 2025
Agnico Eagle
6.7%
▲ 142.41%
1
Buy
Jan 22, 2025
Fox
▼ 2.36%
2
Close
Jan 21, 2025
Vital Farms
▲ 6.36%
2
Close
Jan 21, 2025
Vertex
0.87%
▼ 75.49%
4
Buy
Jan 17, 2025
Alphabet Class A
9.72%
▲ 75.35%
4
Buy
Jan 17, 2025
TSMC
4.82%
▲ 75.77%
3
Buy
Jan 17, 2025
Goldman Sachs Group
5.77%
▲ 44.93%
2
Buy
Jan 17, 2025
Exlservice Holdings
0.78%
▼ 35.12%
1
Buy
Jan 17, 2025
ServiceNow
1.11%
▼ 57.21%
1
Buy
Jan 17, 2025
Enova International
1.95%
▲ 43.10%
1
Buy
Jan 17, 2025
Howmet Aerospace
4.91%
▲ 102.55%
1
Buy
Jan 16, 2025
Vertiv Holdings
13.79%
▲ 169.58%
5
Buy
Jan 15, 2025
GeneDx Holdings
▼ 1.71%
2
Close
Jan 15, 2025
Flowserve
2.07%
▲ 25.49%
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