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WELLSTRADE IRA ...0290 - New Portfolio

Greg

WELLSTRADE IRA ...0290
Individual Investor
Ranked #115,947 out of 834,043 TipRanks' Investors
Success Rate
63%
60 out of 95
profitable transactions
Average Return
31.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.76%
6-Month Return▲ 17.02%
12-Month Return▲ 26.00%
YTD Return▲ 27.12%
Total Return▲ 2.78%

Best Trade

Opened at
Closed at-
Gain▲ 559.25%

Bio

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 9.35%
May 2025
▲ 9.25%
▲ 5.14%
▲ 9.09%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 4.81%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.16%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 2.69%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.39%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 1.45%
Nov 2025
▲ 1.55%
▲ 1.31%
▲ 1.76%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 9.35%
▲ 9.25%▲ 5.14%▲ 9.09%
▲ 7.60%▲ 2.30%▲ 4.81%
▲ 2.76%▲ 2.05%▲ 3.16%
▲ 12.88%▲ 3.56%▲ 2.69%
▲ 10.96%▲ 2.38%▲ 4.39%
▼ 3.57%▲ 0.19%▼ 1.45%
▲ 1.55%▲ 1.31%▲ 1.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nike
1.16%
▼ 18.33%
6
Buy
Jan 25, 2025
KULR Technology Group
0.11%
▼ 84.60%
2
Buy
Jan 25, 2025
SoFi
0.46%
▲ 73.96%
2
Buy
Jan 25, 2025
Main Street Capital
1.71%
▲ 16.51%
11
Buy
Jan 21, 2025
Apple
4.58%
▲ 98.66%
2
Sell
Jan 21, 2025
Nu Holdings
0.45%
▲ 44.30%
1
Buy
Jan 21, 2025
Micron
3.55%
▲ 212.05%
5
Buy
Jan 14, 2025
Advanced Micro Devices
3.2%
▲ 50.67%
7
Buy
Jan 14, 2025
Vanguard Communication Services ETF
1.05%
▲ 23.32%
2
Buy
Jan 08, 2025
Vanguard Growth ETF
0.94%
▲ 18.77%
2
Buy
Jan 08, 2025
Euronav
1.09%
▼ 43.93%
1
Buy
Jan 05, 2025
Healthpeak Properties
1.19%
▼ 13.06%
1
Buy
Jan 05, 2025
CTO Realty Growth
1.39%
▲ 3.81%
1
Buy
Jan 05, 2025
Saratoga Investment
1.46%
▲ 1.22%
1
Buy
Jan 05, 2025
Diamondback
1.38%
▼ 15.46%
1
Buy
Jan 05, 2025
Meta Platforms
1.98%
▲ 31.72%
1
Buy
Jan 05, 2025
Altria Group
1.96%
▲ 42.19%
1
Buy
Jan 05, 2025
Tesla
2.32%
▲ 79.44%
1
Buy
Jan 05, 2025
Arbor Realty
1.15%
▼ 41.99%
1
Buy
Jan 05, 2025
Technology Select Sector SPDR Fund
7.81%
▲ 43.66%
1
Buy
Jan 05, 2025