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Bren IRA - New Portfolio

Bren IRA
Individual Investor
Ranked #443,235 out of 804,570 TipRanks' Investors
Success Rate
43%
29 out of 67
profitable transactions
Average Return
2.44%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.47%
6-Month Return▼ 1.84%
12-Month Return-
YTD Return▲ 0.32%
Total Return▲ 17.30%

Best Trade

Opened at
Closed at
Gain▲ 107.54%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 20.08%
Nov 2024
▲ 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
▲ 1.83%
▼ 0.87%
▲ 6.04%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 11.77%
May 2025
▲ 4.35%
▲ 1.13%
▲ 1.62%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 20.08%
▲ 5.10%▼ 2.41%▼ 6.27%
▲ 6.03%▲ 2.69%▲ 4.94%
▼ 12.86%▼ 1.27%▼ 12.41%
▼ 1.80%▼ 5.57%▼ 9.39%
▲ 1.83%▼ 0.87%▲ 6.04%
▲ 12.21%▲ 6.28%▲ 11.77%
▲ 4.35%▲ 1.13%▲ 1.62%

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
1.64%
▼ 16.47%
1
Buy
Jan 22, 2025
Agnico Eagle
4.96%
▲ 36.83%
1
Buy
Jan 22, 2025
Fox
▼ 2.36%
2
Close
Jan 21, 2025
Vital Farms
▲ 6.36%
2
Close
Jan 21, 2025
Vertex
3.48%
▼ 31.76%
4
Buy
Jan 17, 2025
Alphabet Class A
6.54%
▼ 13.32%
4
Buy
Jan 17, 2025
TSMC
3.58%
▼ 1.83%
3
Buy
Jan 17, 2025
Goldman Sachs Group
5.47%
▲ 3.25%
2
Buy
Jan 17, 2025
Exlservice Holdings
1.5%
▼ 8.99%
1
Buy
Jan 17, 2025
ServiceNow
3.32%
▼ 11.73%
1
Buy
Jan 17, 2025
Enova International
1.68%
▼ 9.71%
1
Buy
Jan 17, 2025
Howmet Aerospace
4.44%
▲ 38.21%
1
Buy
Jan 16, 2025
Vertiv Holdings
7.08%
▲ 6.11%
5
Buy
Jan 15, 2025
GeneDx Holdings
▼ 1.71%
2
Close
Jan 15, 2025
Flowserve
1.57%
▼ 26.76%
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