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Bren IRA - New Portfolio

Bren IRA
Individual Investor
Ranked #416,087 out of 793,704 TipRanks' Investors
Success Rate
25%
17 out of 67
profitable transactions
Average Return
-5.65%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.38%
6-Month Return-
12-Month Return-
YTD Return▼ 13.84%
Total Return▲ 0.74%

Best Trade

Opened at
Closed at
Gain▲ 107.54%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 3.89%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 20.08%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 6.27%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 5.06%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 12.41%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 6.38%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 10.00%▼ 0.89%▲ 3.89%
▲ 26.01%▲ 5.96%▲ 20.08%
▲ 5.33%▼ 2.41%▼ 6.27%
▲ 5.89%▲ 2.69%▲ 5.06%
▼ 12.86%▼ 1.27%▼ 12.41%
▲ 3.73%▼ 4.27%▼ 6.38%

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
1.75%
▼ 22.66%
1
Buy
Jan 22, 2025
Agnico Eagle
5.09%
▲ 21.92%
1
Buy
Jan 22, 2025
Fox
▼ 2.36%
2
Close
Jan 21, 2025
Vital Farms
▲ 6.36%
2
Close
Jan 21, 2025
Vertex
4.23%
▼ 27.97%
4
Buy
Jan 17, 2025
Alphabet Class A
7.34%
▼ 15.61%
4
Buy
Jan 17, 2025
TSMC
3.31%
▼ 21.16%
3
Buy
Jan 17, 2025
Goldman Sachs Group
5.49%
▼ 9.94%
2
Buy
Jan 17, 2025
Exlservice Holdings
1.85%
▼ 2.31%
1
Buy
Jan 17, 2025
ServiceNow
3.25%
▼ 24.79%
1
Buy
Jan 17, 2025
Enova International
1.95%
▼ 9.06%
1
Buy
Jan 17, 2025
Howmet Aerospace
3.9%
▲ 5.59%
1
Buy
Jan 16, 2025
Vertiv Holdings
5.25%
▼ 31.68%
5
Buy
Jan 15, 2025
GeneDx Holdings
▼ 1.71%
2
Close
Jan 15, 2025
Flowserve
1.98%
▼ 19.71%
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