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WELLSTRADE IRA ...0290 - New Portfolio

Greg

WELLSTRADE IRA ...0290
Individual Investor
Ranked #149,023 out of 858,889 TipRanks' Investors
Success Rate
59%
56 out of 95
profitable transactions
Average Return
30.97%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.09%
6-Month Return▲ 0.58%
12-Month Return▲ 39.48%
YTD Return▼ 4.15%
Total Return▼ 2.20%

Best Trade

Opened at
Closed at-
Gain▲ 433.25%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 2.69%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.39%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 1.44%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.01%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 4.60%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 5.08%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 6.14%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 2.85%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 2.69%
▲ 10.96%▲ 2.38%▲ 4.39%
▼ 3.68%▲ 0.19%▼ 1.44%
▼ 0.10%▲ 0.08%▲ 1.01%
▲ 4.06%▲ 1.47%▲ 4.60%
▼ 1.12%▼ 0.86%▼ 5.08%
▲ 0.60%▼ 4.94%▼ 6.14%
▲ 4.89%▲ 4.48%▲ 2.85%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nike
0.79%
▼ 42.87%
6
Buy
Jan 25, 2025
KULR Technology Group
0.06%
▼ 90.28%
2
Buy
Jan 25, 2025
SoFi
0.27%
▲ 4.23%
2
Buy
Jan 25, 2025
Main Street Capital
1.46%
▲ 3.94%
11
Buy
Jan 21, 2025
Apple
4.27%
▲ 89.27%
2
Sell
Jan 21, 2025
Nu Holdings
0.4%
▲ 28.80%
1
Buy
Jan 21, 2025
Micron
5.13%
▲ 360.85%
5
Buy
Jan 14, 2025
Advanced Micro Devices
3.57%
▲ 71.73%
7
Buy
Jan 14, 2025
Vanguard Communication Services ETF
1%
▲ 19.86%
2
Buy
Jan 08, 2025
Vanguard Growth ETF
0.86%
▲ 10.63%
2
Buy
Jan 08, 2025
Euronav
1.37%
▼ 27.98%
1
Buy
Jan 05, 2025
Healthpeak Properties
1.21%
▼ 9.66%
1
Buy
Jan 05, 2025
CTO Realty Growth
1.48%
▲ 12.88%
1
Buy
Jan 05, 2025
Saratoga Investment
1.37%
▼ 2.62%
1
Buy
Jan 05, 2025
Diamondback
1.74%
▲ 8.75%
1
Buy
Jan 05, 2025
Meta Platforms
1.84%
▲ 25.08%
1
Buy
Jan 05, 2025
Altria Group
2.24%
▲ 66.33%
1
Buy
Jan 05, 2025
Tesla
1.66%
▲ 31.77%
1
Buy
Jan 05, 2025
Arbor Realty
1.06%
▼ 45.41%
1
Buy
Jan 05, 2025
Technology Select Sector SPDR Fund
7.43%
▲ 39.82%
1
Buy
Jan 05, 2025