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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 #257,149 out of 833,691 TipRanks' Investors
Success Rate
12 out of 13
profitable transactions
profitable transactions
Average Return
7.85%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.71%
6-Month Return▲ 5.38%
12-Month Return-
YTD Return▲ 9.22%
Total Return▲ 9.26%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 5.95%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.32%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.74%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 1.95%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.14%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.61%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 2.08%
Nov 2025
▲ 1.45%
▲ 0.97%
▼ 0.72%
Dec 2025
▲ 11.63%▲ 6.28%▲ 5.95%
▲ 9.25%▲ 5.14%▲ 4.32%
▲ 7.60%▲ 2.30%▲ 0.74%
▲ 2.76%▲ 2.05%▲ 1.95%
▲ 12.88%▲ 3.56%▲ 3.14%
▲ 10.96%▲ 2.38%▲ 0.61%
▼ 3.57%▲ 0.19%▼ 2.08%
▲ 1.45%▲ 0.97%▼ 0.72%
Recent Activity
Global X NASDAQ 100 Covered Call ETF
―
▲ 2.45%
4
Close
Jan 18, 2025
WisdomTree Equity Premium Income Fund
2.45%
▲ 0.29%
2
Sell
Jan 16, 2025
Palladyne AI Corp
0.02%
▼ 64.90%
1
Buy
Dec 31, 2024
Vanguard FTSE All-World ex-US Index Fund
5.18%
▲ 26.96%
1
Buy
Dec 30, 2024
Vanguard Total International Stock ETF
5.18%
▲ 26.69%
1
Buy
Dec 30, 2024
Vanguard Total Bond Market ETF
4.21%
▲ 2.83%
1
Buy
Dec 30, 2024
Vanguard Total World Stock ETF
5.26%
▲ 30.43%
1
Buy
Dec 30, 2024
Vanguard Short-Term Treasury ETF
4.73%
▲ 1.20%
1
Buy
Dec 30, 2024
Vanguard Real Estate ETF
8.51%
▲ 3.05%
1
Buy
Dec 30, 2024
Vanguard Small Cap Value ETF
12.19%
▲ 16.22%
1
Buy
Dec 30, 2024
Vanguard Mid-Cap ETF
13.7%
▲ 20.33%
1
Buy
Dec 30, 2024
Vanguard Large-Cap ETF
35.66%
▲ 34.09%
1
Buy
Dec 30, 2024