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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 #250,266 out of 807,269 TipRanks' Investors
Success Rate
11 out of 13
profitable transactions
profitable transactions
Average Return
5.00%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.22%
6-Month Return▲ 9.32%
12-Month Return-
YTD Return▲ 5.50%
Total Return▲ 5.53%
Best Trade
Bio
Performance
12.86%0-12.86%
▲ 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
▲ 1.84%
▼ 0.87%
▲ 0.52%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 5.95%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.33%
Jun 2025
▲ 2.03%
▲ 0.40%
▲ 0.07%
Jul 2025
▲ 5.10%▼ 2.41%▲ 0.03%
▲ 6.03%▲ 2.69%▼ 1.13%
▼ 12.86%▼ 1.27%▼ 1.66%
▼ 1.80%▼ 5.57%▼ 2.41%
▲ 1.84%▼ 0.87%▲ 0.52%
▲ 12.20%▲ 6.28%▲ 5.95%
▲ 6.24%▲ 5.14%▲ 4.33%
▲ 2.03%▲ 0.40%▲ 0.07%
Recent Activity
Global X NASDAQ 100 Covered Call ETF
―
▲ 2.45%
4
Close
Jan 18, 2025
WisdomTree Equity Premium Income Fund
2.5%
▼ 3.87%
2
Sell
Jan 16, 2025
Palladyne AI Corp
0.03%
▼ 36.98%
1
Buy
Dec 31, 2024
Vanguard FTSE All-World ex-US Index Fund
5.04%
▲ 15.73%
1
Buy
Dec 30, 2024
Vanguard Total International Stock ETF
5.05%
▲ 15.83%
1
Buy
Dec 30, 2024
Vanguard Total Bond Market ETF
4.42%
▲ 1.14%
1
Buy
Dec 30, 2024
Vanguard Total World Stock ETF
5.1%
▲ 18.37%
1
Buy
Dec 30, 2024
Vanguard Short-Term Treasury ETF
5.03%
▲ 0.87%
1
Buy
Dec 30, 2024
Vanguard Real Estate ETF
9.18%
▲ 4.15%
1
Buy
Dec 30, 2024
Vanguard Small Cap Value ETF
12.14%
▲ 8.41%
1
Buy
Dec 30, 2024
Vanguard Mid-Cap ETF
14.05%
▲ 15.62%
1
Buy
Dec 30, 2024
Vanguard Large-Cap ETF
34.31%
▲ 20.84%
1
Buy
Dec 30, 2024