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Bren IRA - New Portfolio

Bren IRA
Individual Investor
Ranked #449,800 out of 788,370 TipRanks' Investors
Success Rate
31%
21 out of 67
profitable transactions
Average Return
0.38%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 11.77%
6-Month Return-
12-Month Return-
YTD Return▼ 4.92%
Total Return▲ 12.49%

Best Trade

Opened at
Closed at
Gain▲ 107.54%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 3.89%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 20.08%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 5.16%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 2.82%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 7.52%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 9.99%▼ 0.89%▲ 3.89%
▲ 26.03%▲ 5.96%▲ 20.08%
▲ 5.97%▼ 2.41%▼ 5.16%
▲ 5.25%▲ 2.69%▲ 2.82%
▼ 9.08%▲ 1.42%▼ 7.52%

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
Sell
Jan 23, 2025
CarGurus
1.65%
▼ 18.94%
1
Buy
Jan 22, 2025
Agnico Eagle
4.08%
▲ 8.65%
1
Buy
Jan 22, 2025
Fox
▼ 2.36%
2
Close
Jan 21, 2025
Vital Farms
▲ 6.36%
2
Close
Jan 21, 2025
Vertex
4.69%
▼ 11.19%
4
Buy
Jan 17, 2025
Alphabet Class A
7.31%
▼ 6.55%
4
Buy
Jan 17, 2025
TSMC
3.51%
▼ 7.11%
3
Buy
Jan 17, 2025
Goldman Sachs Group
5.53%
▲ 0.80%
2
Buy
Jan 17, 2025
Exlservice Holdings
1.7%
▼ 0.38%
1
Buy
Jan 17, 2025
ServiceNow
3.32%
▼ 14.73%
1
Buy
Jan 17, 2025
Enova International
1.82%
▼ 5.88%
1
Buy
Jan 17, 2025
Howmet Aerospace
3.44%
▲ 3.52%
1
Buy
Jan 16, 2025
Vertiv Holdings
5.94%
▼ 14.07%
5
Buy
Jan 15, 2025
GeneDx Holdings
▼ 1.71%
2
Close
Jan 15, 2025
Flowserve
1.96%
▼ 11.81%
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