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WELLSTRADE IRA ...0290 - New Portfolio

Greg

WELLSTRADE IRA ...0290
Individual Investor
Ranked #430,034 out of 800,242 TipRanks' Investors
Success Rate
46%
44 out of 95
profitable transactions
Average Return
1.11%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 15.55%
6-Month Return▲ 1.44%
12-Month Return▼ 1.36%
YTD Return▲ 0.74%
Total Return▼ 18.55%

Best Trade

Opened at
Closed at-
Gain▲ 463.82%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 1.67%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 6.26%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 0.65%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 2.40%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.89%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.86%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 2.29%
Apr 2025
▲ 11.20%
▲ 5.11%
▲ 10.11%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 1.67%
▲ 25.97%▲ 5.96%▲ 6.26%
▲ 5.42%▼ 2.41%▼ 0.65%
▲ 6.01%▲ 2.69%▲ 2.40%
▼ 12.86%▼ 1.27%▼ 3.89%
▼ 1.80%▼ 5.57%▼ 4.86%
▲ 1.76%▼ 0.87%▼ 2.29%
▲ 11.20%▲ 5.11%▲ 10.11%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nike
1.45%
▼ 16.15%
6
Buy
Jan 25, 2025
KULR Technology Group
0.37%
▼ 55.70%
2
Buy
Jan 25, 2025
SoFi Technologies
0.28%
▼ 14.72%
2
Buy
Jan 25, 2025
Main Street Capital
1.95%
▲ 4.58%
11
Buy
Jan 21, 2025
Apple
4.25%
▲ 50.31%
2
Sell
Jan 21, 2025
Nu Holdings
0.42%
▲ 9.94%
1
Buy
Jan 21, 2025
Micron
1.5%
▲ 7.49%
5
Buy
Jan 14, 2025
Advanced Micro Devices
2.07%
▼ 20.45%
7
Buy
Jan 14, 2025
Vanguard Communication Services ETF
1.05%
▲ 0.64%
2
Buy
Jan 08, 2025
Vanguard Growth ETF
0.96%
▼ 0.80%
2
Buy
Jan 08, 2025
Euronav
1.28%
▼ 46.47%
1
Buy
Jan 05, 2025
Healthpeak Properties
1.59%
▼ 5.61%
1
Buy
Jan 05, 2025
CTO Realty Growth
1.72%
▲ 5.25%
1
Buy
Jan 05, 2025
Saratoga Investment
1.91%
▲ 7.95%
1
Buy
Jan 05, 2025
Diamondback
1.6%
▼ 20.06%
1
Buy
Jan 05, 2025
Meta Platforms
2.33%
▲ 26.52%
1
Buy
Jan 05, 2025
Altria Group
2.5%
▲ 47.86%
1
Buy
Jan 05, 2025
Tesla
2.06%
▲ 29.83%
1
Buy
Jan 05, 2025
Arbor Realty
1.77%
▼ 27.15%
1
Buy
Jan 05, 2025
Technology Select Sector SPDR Fund
7.63%
▲ 14.54%
1
Buy
Jan 05, 2025