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Bren IRA - New Portfolio

Bren IRA
Individual Investor
Ranked #317,594 out of 833,817 TipRanks' Investors
Success Rate
55%
37 out of 67
profitable transactions
Average Return
17.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.66%
6-Month Return▲ 15.62%
12-Month Return▲ 21.42%
YTD Return▲ 23.33%
Total Return▲ 45.32%

Best Trade

Opened at
Closed at-
Gain▲ 109.34%

Bio

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 11.77%
May 2025
▲ 9.25%
▲ 5.14%
▲ 8.63%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 4.29%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 1.37%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 7.11%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.20%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 2.55%
Nov 2025
▲ 1.45%
▲ 1.32%
▲ 3.76%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 11.77%
▲ 9.25%▲ 5.14%▲ 8.63%
▲ 7.60%▲ 2.30%▲ 4.29%
▲ 2.76%▲ 2.05%▼ 1.37%
▲ 12.88%▲ 3.56%▲ 7.11%
▲ 10.96%▲ 2.38%▲ 3.20%
▼ 3.57%▲ 0.19%▼ 2.55%
▲ 1.45%▲ 1.32%▲ 3.76%

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
1.62%
▲ 1.20%
1
Buy
Jan 22, 2025
Agnico Eagle
6.03%
▲ 105.03%
1
Buy
Jan 22, 2025
Fox
▼ 2.36%
2
Close
Jan 21, 2025
Vital Farms
▲ 6.36%
2
Close
Jan 21, 2025
Vertex
1.66%
▼ 59.74%
4
Buy
Jan 17, 2025
Alphabet Class A
10%
▲ 63.37%
4
Buy
Jan 17, 2025
TSMC
4.14%
▲ 40.01%
3
Buy
Jan 17, 2025
Goldman Sachs Group
6.31%
▲ 46.75%
2
Buy
Jan 17, 2025
Exlservice Holdings
1.2%
▼ 10.13%
1
Buy
Jan 17, 2025
ServiceNow
2.11%
▼ 30.67%
1
Buy
Jan 17, 2025
Enova International
2.28%
▲ 50.85%
1
Buy
Jan 17, 2025
Howmet Aerospace
4.41%
▲ 69.17%
1
Buy
Jan 16, 2025
Vertiv Holdings
8.09%
▲ 49.37%
5
Buy
Jan 15, 2025
GeneDx Holdings
▼ 1.71%
2
Close
Jan 15, 2025
Flowserve
1.97%
▲ 13.53%
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