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Bren IRA - New Portfolio

Bren IRA
Individual Investor
Ranked #328,348 out of 832,419 TipRanks' Investors
Success Rate
55%
37 out of 67
profitable transactions
Average Return
15.66%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.67%
6-Month Return▲ 20.25%
12-Month Return▲ 15.11%
YTD Return▲ 20.63%
Total Return▲ 42.15%

Best Trade

Opened at
Closed at
Gain▲ 107.54%

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
▼ 3.44%
▲ 0.19%
▼ 2.48%
Nov 2025
▲ 1.14%
▼ 0.24%
▲ 1.45%
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%
▼ 3.44%▲ 0.19%▼ 2.48%
▲ 1.14%▼ 0.24%▲ 1.45%

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%
▲ 0.18%
1
Buy
Jan 22, 2025
Agnico Eagle
5.72%
▲ 90.25%
1
Buy
Jan 22, 2025
Fox
▼ 2.36%
2
Close
Jan 21, 2025
Vital Farms
▲ 6.36%
2
Close
Jan 21, 2025
Vertex
1.69%
▼ 60.01%
4
Buy
Jan 17, 2025
Alphabet Class A
10.08%
▲ 60.87%
4
Buy
Jan 17, 2025
TSMC
4.14%
▲ 36.85%
3
Buy
Jan 17, 2025
Goldman Sachs Group
6.29%
▲ 43.07%
2
Buy
Jan 17, 2025
Exlservice Holdings
1.18%
▼ 13.58%
1
Buy
Jan 17, 2025
ServiceNow
2.45%
▼ 21.39%
1
Buy
Jan 17, 2025
Enova International
2.31%
▲ 49.06%
1
Buy
Jan 17, 2025
Howmet Aerospace
4.22%
▲ 58.12%
1
Buy
Jan 16, 2025
Vertiv Holdings
8%
▲ 44.36%
5
Buy
Jan 15, 2025
GeneDx Holdings
▼ 1.71%
2
Close
Jan 15, 2025
Flowserve
2.03%
▲ 13.88%
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