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UNIFORM TRANSFERS TO MINORS (UTMA) - New Portfolio
Roberto Beard
UNIFORM TRANSFERS TO MINORS (UTMA)Individual Investor
Ranked #324,126 out of 730,435 TipRanks' Investors
Success Rate
10 out of 38
profitable transactions
profitable transactions
Average Return
-1.78%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.14%
6-Month Return▲ 32.38%
12-Month Return▲ 30.96%
YTD Return▲ 11.05%
Total Return▲ 15.58%
Best Trade
Bio
Performance
18.13%0-18.13%
▼ 4.52%
▼ 4.74%
▲ 1.44%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 8.78%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 14.78%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.02%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 8.78%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 1.35%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.55%
Mar 2024
▼ 18.13%
▼ 3.38%
▼ 1.96%
Apr 2024
▼ 4.52%▼ 4.74%▲ 1.44%
▼ 6.45%▼ 2.17%▼ 8.78%
▲ 9.22%▲ 9.13%▲ 14.78%
▲ 5.14%▲ 4.57%▲ 4.02%
▼ 1.87%▲ 1.59%▲ 8.78%
▲ 14.08%▲ 5.22%▼ 1.35%
▲ 5.05%▲ 3.27%▲ 5.55%
▼ 18.13%▼ 3.38%▼ 1.96%