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Working with TipRanks
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Pension - New Portfolio
Amit
PensionIndividual Investor
Ranked #355,516 out of 730,878 TipRanks' Investors
Success Rate
9 out of 24
profitable transactions
profitable transactions
Average Return
-3.36%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 5.17%
6-Month Return-
12-Month Return-
YTD Return▼ 4.30%
Total Return▼ 4.30%
Best Trade
Bio
Long-term pension portfolio with a 35-year time horizon. Aggressively allocating to equities for now, and will then focus on income generation in 15 years.
Performance
14.08%0-14.08%
▼ 4.52%
▼ 4.74%
―
Sep 2023
▼ 6.45%
▼ 2.17%
―
Oct 2023
▲ 9.22%
▲ 9.13%
―
Nov 2023
▲ 5.14%
▲ 4.57%
―
Dec 2023
▼ 1.87%
▲ 1.59%
―
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 0.29%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.81%
Mar 2024
▼ 9.51%
▼ 2.49%
▼ 5.35%
Apr 2024
▼ 4.52%▼ 4.74%―
▼ 6.45%▼ 2.17%―
▲ 9.22%▲ 9.13%―
▲ 5.14%▲ 4.57%―
▼ 1.87%▲ 1.59%―
▲ 14.08%▲ 5.22%▲ 0.29%
▲ 5.05%▲ 3.27%▲ 0.81%
▼ 9.51%▼ 2.49%▼ 5.35%