Mandy M. Wultsch - Roth IRA Brokerage Account - ****5349 - New Portfolio
Mandy W
Mandy M. Wultsch - Roth IRA Brokerage Account - ****5349Individual Investor
Ranked #279,643 out of 858,889 TipRanks' Investors
Success Rate
11 out of 13
profitable transactions
profitable transactions
Average Return
11.07%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.80%
6-Month Return▲ 6.10%
12-Month Return▲ 26.68%
YTD Return▲ 7.92%
Total Return▲ 16.40%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 3.14%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.61%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 2.08%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 2.00%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 7.16%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 2.56%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 5.36%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 3.76%
Apr 2026
▲ 12.88%▲ 3.56%▲ 3.14%
▲ 10.96%▲ 2.38%▲ 0.61%
▼ 3.68%▲ 0.19%▼ 2.08%
▼ 0.10%▲ 0.08%▼ 2.00%
▲ 4.06%▲ 1.47%▲ 7.16%
▼ 1.12%▼ 0.86%▲ 2.56%
▲ 0.60%▼ 4.94%▼ 5.36%
▲ 4.89%▲ 4.48%▲ 3.76%
Recent Activity
Global X NASDAQ 100 Covered Call ETF
―
▲ 2.45%
4
Close
Jan 18, 2025
WisdomTree Equity Premium Income Fund
2.35%
▼ 2.19%
2
Sell
Jan 16, 2025
Palladyne AI Corp
0.02%
▼ 51.50%
1
Buy
Dec 31, 2024
Vanguard FTSE All-World ex-US Index Fund
5.49%
▲ 36.47%
1
Buy
Dec 30, 2024
Vanguard Total International Stock ETF
5.49%
▲ 36.29%
1
Buy
Dec 30, 2024
Vanguard Total Bond Market ETF
4.13%
▲ 2.31%
1
Buy
Dec 30, 2024
Vanguard Total World Stock ETF
5.3%
▲ 33.16%
1
Buy
Dec 30, 2024
Vanguard Short-Term Treasury ETF
4.65%
▲ 0.84%
1
Buy
Dec 30, 2024
Vanguard Real Estate ETF
8.85%
▲ 8.66%
1
Buy
Dec 30, 2024
Vanguard Small Cap Value ETF
12.58%
▲ 21.64%
1
Buy
Dec 30, 2024
Vanguard Mid-Cap ETF
13.66%
▲ 21.62%
1
Buy
Dec 30, 2024
Vanguard Large-Cap ETF
34.57%
▲ 31.78%
1
Buy
Dec 30, 2024