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WELLSTRADE IRA ...0290 - New Portfolio

Greg

WELLSTRADE IRA ...0290
Individual Investor
Ranked #130,002 out of 808,558 TipRanks' Investors
Success Rate
66%
63 out of 95
profitable transactions
Average Return
12.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.65%
6-Month Return▲ 10.92%
12-Month Return▲ 15.10%
YTD Return▲ 13.18%
Total Return▼ 8.50%

Best Trade

Opened at
Closed at-
Gain▲ 449.32%

Bio

Performance

14.45%0-14.45%
▲ 5.10%
▼ 2.41%
▼ 0.65%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 2.50%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.89%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.86%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.20%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 9.36%
May 2025
▲ 6.24%
▲ 5.14%
▲ 9.09%
Jun 2025
▲ 14.45%
▲ 1.03%
▲ 3.50%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 0.65%
▲ 6.03%▲ 2.69%▲ 2.50%
▼ 12.86%▼ 1.27%▼ 3.89%
▼ 1.80%▼ 5.57%▼ 4.86%
▲ 1.84%▼ 0.87%▼ 2.20%
▲ 12.20%▲ 6.28%▲ 9.36%
▲ 6.24%▲ 5.14%▲ 9.09%
▲ 14.45%▲ 1.03%▲ 3.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nike
1.54%
▼ 3.36%
6
Buy
Jan 25, 2025
KULR Technology Group
0.22%
▼ 71.33%
2
Buy
Jan 25, 2025
SoFi Technologies
0.41%
▲ 37.46%
2
Buy
Jan 25, 2025
Main Street Capital
2.04%
▲ 20.16%
11
Buy
Jan 21, 2025
Apple
3.98%
▲ 52.71%
2
Sell
Jan 21, 2025
Nu Holdings
0.42%
▲ 19.24%
1
Buy
Jan 21, 2025
Micron
1.64%
▲ 27.58%
5
Buy
Jan 14, 2025
Advanced Micro Devices
2.69%
▲ 12.19%
7
Buy
Jan 14, 2025
Vanguard Communication Services ETF
1.04%
▲ 7.87%
2
Buy
Jan 08, 2025
Vanguard Growth ETF
0.95%
▲ 6.87%
2
Buy
Jan 08, 2025
Euronav
1.17%
▼ 46.53%
1
Buy
Jan 05, 2025
Healthpeak Properties
1.53%
▼ 1.46%
1
Buy
Jan 05, 2025
CTO Realty Growth
1.52%
▲ 0.40%
1
Buy
Jan 05, 2025
Saratoga Investment
1.8%
▲ 10.27%
1
Buy
Jan 05, 2025
Diamondback
1.46%
▼ 21.14%
1
Buy
Jan 05, 2025
Meta Platforms
2.37%
▲ 39.59%
1
Buy
Jan 05, 2025
Altria Group
2.26%
▲ 45.30%
1
Buy
Jan 05, 2025
Tesla
1.77%
▲ 21.47%
1
Buy
Jan 05, 2025
Arbor Realty
1.84%
▼ 17.69%
1
Buy
Jan 05, 2025
Technology Select Sector SPDR Fund
7.78%
▲ 26.82%
1
Buy
Jan 05, 2025