tiprankstipranks
Trending News
More News >

WELLSTRADE IRA ...0290 - New Portfolio

Greg

WELLSTRADE IRA ...0290
Individual Investor
Ranked #282,424 out of 803,890 TipRanks' Investors
Success Rate
57%
54 out of 95
profitable transactions
Average Return
5.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.79%
6-Month Return▲ 2.92%
12-Month Return▲ 6.90%
YTD Return▲ 4.24%
Total Return▼ 15.72%

Best Trade

Opened at
Closed at-
Gain▲ 523.18%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 6.26%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 0.65%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 2.40%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.89%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.86%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 2.20%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 9.36%
May 2025
▲ 5.75%
▲ 2.25%
▲ 4.09%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 6.26%
▲ 5.10%▼ 2.41%▼ 0.65%
▲ 6.03%▲ 2.69%▲ 2.40%
▼ 12.86%▼ 1.27%▼ 3.89%
▼ 1.80%▼ 5.57%▼ 4.86%
▲ 1.83%▼ 0.87%▼ 2.20%
▲ 12.21%▲ 6.28%▲ 9.36%
▲ 5.75%▲ 2.25%▲ 4.09%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nike
1.39%
▼ 17.03%
6
Buy
Jan 25, 2025
KULR Technology Group
0.26%
▼ 67.73%
2
Buy
Jan 25, 2025
SoFi Technologies
0.3%
▼ 4.25%
2
Buy
Jan 25, 2025
Main Street Capital
1.9%
▲ 6.28%
11
Buy
Jan 21, 2025
Apple
3.92%
▲ 44.18%
2
Sell
Jan 21, 2025
Nu Holdings
0.4%
▲ 6.67%
1
Buy
Jan 21, 2025
Micron
1.76%
▲ 31.31%
5
Buy
Jan 14, 2025
Advanced Micro Devices
2.22%
▼ 11.42%
7
Buy
Jan 14, 2025
Vanguard Communication Services ETF
1.06%
▲ 5.21%
2
Buy
Jan 08, 2025
Vanguard Growth ETF
0.95%
▲ 1.64%
2
Buy
Jan 08, 2025
Euronav
1.25%
▼ 45.43%
1
Buy
Jan 05, 2025
Healthpeak Properties
1.5%
▼ 7.50%
1
Buy
Jan 05, 2025
CTO Realty Growth
1.64%
▲ 4.27%
1
Buy
Jan 05, 2025
Saratoga Investment
1.8%
▲ 5.50%
1
Buy
Jan 05, 2025
Diamondback
1.68%
▼ 12.73%
1
Buy
Jan 05, 2025
Meta Platforms
2.4%
▲ 35.61%
1
Buy
Jan 05, 2025
Altria Group
2.36%
▲ 45.15%
1
Buy
Jan 05, 2025
Tesla
1.89%
▲ 24.28%
1
Buy
Jan 05, 2025
Arbor Realty
1.76%
▼ 24.45%
1
Buy
Jan 05, 2025
Technology Select Sector SPDR Fund
7.64%
▲ 19.14%
1
Buy
Jan 05, 2025