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Bren IRA - New Portfolio
Bren IRA
Individual Investor
Ranked #377,146 out of 781,066 TipRanks' Investors
Success Rate
29 out of 57
profitable transactions
profitable transactions
Average Return
5.20%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.17%
6-Month Return-
12-Month Return-
YTD Return▲ 5.14%
Total Return▲ 25.12%
Best Trade
Bio
Performance
26.04%0-26.04%
▲ 9.79%
▲ 3.53%
―
Jun 2024
▲ 8.13%
▲ 1.21%
―
Jul 2024
▼ 13.14%
▲ 2.34%
―
Aug 2024
▲ 2.93%
▲ 2.10%
―
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 3.89%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 20.08%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.61%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 5.14%
Jan 2025
▲ 9.79%▲ 3.53%―
▲ 8.13%▲ 1.21%―
▼ 13.14%▲ 2.34%―
▲ 2.93%▲ 2.10%―
▲ 10.00%▼ 0.89%▲ 3.89%
▲ 26.04%▲ 5.96%▲ 20.08%
▲ 5.93%▼ 2.41%▼ 4.61%
▲ 9.79%▲ 0.95%▲ 5.14%
Recent Activity
Howmet Aerospace
3.1%
▼ 0.10%
1
Buy
Jan 16, 2025
Vertex
4.66%
▲ 18.02%
3
Buy
Jan 15, 2025
Vertiv Holdings
7.85%
▲ 21.63%
5
Buy
Jan 15, 2025
GeneDx Holdings
―
▼ 1.71%
2
Close
Jan 15, 2025
ACI Worldwide
1.78%
▼ 1.43%
1
Buy
Jan 15, 2025
Flowserve
2.1%
▲ 1.10%
1
Buy
Jan 15, 2025
Goldman Sachs Group
3.1%
▲ 2.17%
1
Buy
Jan 15, 2025
Vital Farms
1.49%
▲ 6.36%
1
Buy
Jan 10, 2025
Blue Owl Capital
―
▼ 3.48%
5
Close
Jan 09, 2025
TSMC
1.75%
▲ 1.95%
2
Sell
Jan 09, 2025
Block
―
▼ 5.99%
2
Close
Jan 09, 2025
Shopify
―
▼ 5.30%
2
Close
Jan 09, 2025
Nvidia
13.64%
▲ 19.90%
6
Sell
Jan 08, 2025
Stride
1.89%
▼ 0.16%
1
Buy
Jan 08, 2025
Axon Enterprise
―
▲ 11.93%
3
Close
Jan 07, 2025
Viking Holdings Ltd
―
▼ 4.86%
3
Close
Jan 04, 2025
TechnipFMC
1.08%
▲ 3.99%
1
Buy
Jan 03, 2025
Costco
―
▲ 1.01%
2
Sell
Dec 24, 2024
Microsoft
―
▼ 2.76%
2
Sell
Dec 24, 2024
Travelzoo
―
▼ 3.62%
2
Sell
Dec 24, 2024