IRA-BDA - New Portfolio
Andrew D
IRA-BDAIndividual Investor
Ranked #214,790 out of 858,971 TipRanks' Investors
Success Rate
79 out of 126
profitable transactions
profitable transactions
Average Return
11.49%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.72%
6-Month Return▲ 3.66%
12-Month Return▲ 20.67%
YTD Return▲ 1.14%
Total Return▲ 36.05%
Best Trade
Bio
I had some extra cash a few years ago and I decided to invest it. I'm all in on the stock market and so far it seems to be paying off.
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 2.48%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.33%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.34%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.51%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 0.88%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 1.31%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.88%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 4.04%
Apr 2026
▲ 12.88%▲ 3.56%▲ 2.48%
▲ 10.96%▲ 2.38%▲ 0.33%
▼ 3.68%▲ 0.19%▲ 2.34%
▼ 0.10%▲ 0.08%▼ 0.51%
▲ 4.06%▲ 1.47%▲ 0.88%
▼ 1.12%▼ 0.86%▲ 1.31%
▲ 0.60%▼ 4.94%▼ 4.88%
▲ 7.53%▲ 5.50%▲ 4.04%
Recent Activity
Apple
―
▲ 27.03%
2
Close
Mar 21, 2025
Unum Group
―
▲ 164.96%
3
Close
Mar 21, 2025
Alphabet Class C
―
▲ 19.61%
2
Close
Mar 21, 2025
Broadcom
―
▲ 137.16%
4
Close
Mar 21, 2025
Eli Lilly & Co
―
▲ 183.63%
3
Close
Mar 21, 2025
Merck & Company
―
▲ 23.66%
2
Close
Mar 21, 2025
Microsoft
―
▲ 8.44%
4
Close
Mar 21, 2025
Nvidia
―
▼ 29.93%
4
Close
Mar 21, 2025
Hewlett Packard Enterprise
―
▲ 24.42%
3
Close
Mar 21, 2025
SPDR S&P 500 ETF Trust
19.15%
▲ 41.57%
3
Buy
Mar 21, 2025
iShares Core S&P 500 ETF
19.24%
▲ 17.43%
4
Buy
Mar 21, 2025
Bristol-Myers Squibb
―
▲ 10.07%
3
Close
Mar 21, 2025
Berkshire Hathaway B
10.72%
▲ 15.26%
2
Buy
Mar 21, 2025
NuScale Power
―
▼ 38.64%
8
Close
Mar 21, 2025
Procter & Gamble
―
▲ 11.11%
5
Close
Mar 21, 2025
ASML Holding
―
▼ 6.26%
6
Close
Mar 21, 2025
TSMC
―
▲ 26.34%
3
Close
Mar 21, 2025
KKR & Co
―
▲ 25.67%
3
Close
Mar 21, 2025
Schwab US Dividend Equity ETF
―
▼ 0.31%
4
Close
Mar 21, 2025
VanEck Semiconductor ETF
―
▼ 10.74%
3
Close
Mar 21, 2025