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Mandy M. Wultsch - Roth IRA Brokerage Account - ****5349 - New Portfolio
Mandy W
Mandy M. Wultsch - Roth IRA Brokerage Account - ****5349Individual Investor
Ranked #329,431 out of 781,066 TipRanks' Investors
Success Rate
9 out of 13
profitable transactions
profitable transactions
Average Return
1.29%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.02%
6-Month Return-
12-Month Return-
YTD Return▼ 2.05%
Total Return▼ 2.02%
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%
―
Oct 2024
▲ 26.04%
▲ 5.96%
―
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 0.03%
Dec 2024
▲ 9.79%
▲ 0.95%
▼ 2.05%
Jan 2025
▲ 9.79%▲ 3.53%―
▲ 8.13%▲ 1.21%―
▼ 13.14%▲ 2.34%―
▲ 2.93%▲ 2.10%―
▲ 10.00%▼ 0.89%―
▲ 26.04%▲ 5.96%―
▲ 5.93%▼ 2.41%▲ 0.03%
▲ 9.79%▲ 0.95%▼ 2.05%
Recent Activity
Global X NASDAQ 100 Covered Call ETF
―
▲ 2.45%
4
Close
Jan 18, 2025
WisdomTree PutWrite Strategy Fund
2.79%
▲ 0.44%
2
Sell
Jan 16, 2025
Palladyne AI Corp
0.03%
▼ 42.44%
1
Buy
Dec 31, 2024
Vanguard FTSE All-World ex-US Index Fund
4.63%
▼ 0.18%
1
Buy
Dec 30, 2024
Vanguard Total International Stock ETF
4.64%
▼ 0.22%
1
Buy
Dec 30, 2024
Vanguard Total Bond Market ETF
4.65%
▼ 0.04%
1
Buy
Dec 30, 2024
Vanguard Total World Stock ETF
5.04%
▲ 9.74%
1
Buy
Dec 30, 2024
Vanguard Short-Term Treasury ETF
5.34%
▲ 0.56%
1
Buy
Dec 30, 2024
Vanguard Real Estate ETF
9.84%
▲ 4.77%
1
Buy
Dec 30, 2024
Vanguard Small Cap Value ETF
13.21%
▲ 10.72%
1
Buy
Dec 30, 2024
Vanguard Mid-Cap ETF
14.53%
▲ 12.24%
1
Buy
Dec 30, 2024
Vanguard Large-Cap ETF
35.15%
▲ 16.24%
1
Buy
Dec 30, 2024