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Mandy M. Wultsch - Roth IRA Brokerage Account - ****5349 - New Portfolio

Mandy W

Mandy M. Wultsch - Roth IRA Brokerage Account - ****5349
Individual Investor
Ranked #236,529 out of 788,370 TipRanks' Investors
Success Rate
85%
11 out of 13
profitable transactions
Average Return
2.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.93%
6-Month Return-
12-Month Return-
YTD Return▼ 0.74%
Total Return▼ 0.71%

Best Trade

Opened at
Closed at-
Gain▲ 16.74%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 9.99%
▼ 0.89%
Oct 2024
▲ 26.03%
▲ 5.96%
Nov 2024
▲ 5.97%
▼ 2.41%
▲ 0.03%
Dec 2024
▲ 5.25%
▲ 2.69%
▼ 0.62%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 0.12%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 9.99%▼ 0.89%
▲ 26.03%▲ 5.96%
▲ 5.97%▼ 2.41%▲ 0.03%
▲ 5.25%▲ 2.69%▼ 0.62%
▼ 9.08%▲ 1.42%▼ 0.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Global X NASDAQ 100 Covered Call ETF
▲ 2.45%
4
Close
Jan 18, 2025
WisdomTree PutWrite Strategy Fund
2.68%
▼ 0.01%
2
Sell
Jan 16, 2025
Palladyne AI Corp
0.03%
▼ 40.12%
1
Buy
Dec 31, 2024
Vanguard FTSE All-World ex-US Index Fund
4.73%
▲ 5.66%
1
Buy
Dec 30, 2024
Vanguard Total International Stock ETF
4.72%
▲ 5.36%
1
Buy
Dec 30, 2024
Vanguard Total Bond Market ETF
4.54%
▲ 1.10%
1
Buy
Dec 30, 2024
Vanguard Total World Stock ETF
4.96%
▲ 11.97%
1
Buy
Dec 30, 2024
Vanguard Short-Term Treasury ETF
5.16%
▲ 0.75%
1
Buy
Dec 30, 2024
Vanguard Real Estate ETF
9.71%
▲ 7.09%
1
Buy
Dec 30, 2024
Vanguard Small Cap Value ETF
12.31%
▲ 6.98%
1
Buy
Dec 30, 2024
Vanguard Mid-Cap ETF
13.85%
▲ 10.85%
1
Buy
Dec 30, 2024
Vanguard Large-Cap ETF
34.07%
▲ 16.74%
1
Buy
Dec 30, 2024