Education
About Us
Working with TipRanks
Follow Us
Mandy M. Wultsch - Roth IRA Brokerage Account - ****5349 - New Portfolio
Mandy W
Mandy M. Wultsch - Roth IRA Brokerage Account - ****5349Individual Investor
Ranked #227,689 out of 803,751 TipRanks' Investors
Success Rate
11 out of 13
profitable transactions
profitable transactions
Average Return
2.96%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.85%
6-Month Return-
12-Month Return-
YTD Return▲ 2.23%
Total Return▲ 2.26%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
―
Nov 2024
▲ 5.10%
▼ 2.41%
▲ 0.03%
Dec 2024
▲ 6.03%
▲ 2.69%
▼ 1.13%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.66%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.41%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 0.52%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 5.95%
May 2025
▲ 2.29%
▲ 1.29%
▲ 1.17%
Jun 2025
▲ 25.97%▲ 5.96%―
▲ 5.10%▼ 2.41%▲ 0.03%
▲ 6.03%▲ 2.69%▼ 1.13%
▼ 12.86%▼ 1.27%▼ 1.66%
▼ 1.80%▼ 5.57%▼ 2.41%
▲ 1.83%▼ 0.87%▲ 0.52%
▲ 12.21%▲ 6.28%▲ 5.95%
▲ 2.29%▲ 1.29%▲ 1.17%
Recent Activity
Global X NASDAQ 100 Covered Call ETF
―
▲ 2.45%
4
Close
Jan 18, 2025
WisdomTree Equity Premium Income Fund
2.53%
▼ 5.44%
2
Sell
Jan 16, 2025
Palladyne AI Corp
0.03%
▼ 40.42%
1
Buy
Dec 31, 2024
Vanguard FTSE All-World ex-US Index Fund
5.11%
▲ 14.00%
1
Buy
Dec 30, 2024
Vanguard Total International Stock ETF
5.11%
▲ 13.93%
1
Buy
Dec 30, 2024
Vanguard Total Bond Market ETF
4.54%
▲ 1.01%
1
Buy
Dec 30, 2024
Vanguard Total World Stock ETF
5.09%
▲ 14.76%
1
Buy
Dec 30, 2024
Vanguard Short-Term Treasury ETF
5.18%
▲ 0.92%
1
Buy
Dec 30, 2024
Vanguard Real Estate ETF
9.52%
▲ 4.98%
1
Buy
Dec 30, 2024
Vanguard Small Cap Value ETF
11.81%
▲ 2.51%
1
Buy
Dec 30, 2024
Vanguard Mid-Cap ETF
13.89%
▲ 11.09%
1
Buy
Dec 30, 2024
Vanguard Large-Cap ETF
33.96%
▲ 16.28%
1
Buy
Dec 30, 2024