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WELLSTRADE IRA ...0290 - New Portfolio
Greg
WELLSTRADE IRA ...0290Individual Investor
Ranked #137,159 out of 857,307 TipRanks' Investors
Success Rate
56 out of 95
profitable transactions
profitable transactions
Average Return
29.71%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 5.14%
6-Month Return▼ 2.36%
12-Month Return▲ 23.54%
YTD Return▼ 5.34%
Total Return▼ 3.48%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 2.76%
▲ 2.05%
▲ 3.16%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 2.69%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.39%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 1.44%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.94%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 4.60%
Jan 2026
▼ 1.18%
▼ 0.86%
▼ 5.23%
Feb 2026
▲ 1.73%
▼ 5.20%
▼ 4.51%
Mar 2026
▲ 2.76%▲ 2.05%▲ 3.16%
▲ 12.88%▲ 3.56%▲ 2.69%
▲ 10.96%▲ 2.38%▲ 4.39%
▼ 3.68%▲ 0.19%▼ 1.44%
▼ 0.10%▲ 0.08%▲ 0.94%
▲ 4.06%▲ 1.47%▲ 4.60%
▼ 1.18%▼ 0.86%▼ 5.23%
▲ 1.73%▼ 5.20%▼ 4.51%
Recent Activity
Nike
1.02%
▼ 29.81%
6
Buy
Jan 25, 2025
KULR Technology Group
0.08%
▼ 88.79%
2
Buy
Jan 25, 2025
SoFi
0.29%
▲ 8.60%
2
Buy
Jan 25, 2025
Main Street Capital
1.58%
▲ 7.25%
11
Buy
Jan 21, 2025
Apple
4.25%
▲ 80.20%
2
Sell
Jan 21, 2025
Nu Holdings
0.39%
▲ 20.02%
1
Buy
Jan 21, 2025
Micron
5.39%
▲ 363.38%
5
Buy
Jan 14, 2025
Advanced Micro Devices
3.07%
▲ 41.10%
7
Buy
Jan 14, 2025
Vanguard Communication Services ETF
1.01%
▲ 16.14%
2
Buy
Jan 08, 2025
Vanguard Growth ETF
0.85%
▲ 5.64%
2
Buy
Jan 08, 2025
Euronav
1.4%
▼ 29.36%
1
Buy
Jan 05, 2025
Healthpeak Properties
1.29%
▼ 7.99%
1
Buy
Jan 05, 2025
CTO Realty Growth
1.45%
▲ 5.89%
1
Buy
Jan 05, 2025
Saratoga Investment
1.41%
▼ 4.63%
1
Buy
Jan 05, 2025
Diamondback
1.86%
▲ 11.26%
1
Buy
Jan 05, 2025
Meta Platforms
1.81%
▲ 17.89%
1
Buy
Jan 05, 2025
Altria Group
2.25%
▲ 59.15%
1
Buy
Jan 05, 2025
Tesla
1.83%
▲ 38.95%
1
Buy
Jan 05, 2025
Arbor Realty
1.11%
▼ 45.34%
1
Buy
Jan 05, 2025
Technology Select Sector SPDR Fund
7.37%
▲ 32.64%
1
Buy
Jan 05, 2025