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Mini Brokerage - New Portfolio
DAVID BAUER
Mini BrokerageIndividual Investor
Ranked #196,554 out of 799,211 TipRanks' Investors
Success Rate
27 out of 38
profitable transactions
profitable transactions
Average Return
3.03%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.71%
6-Month Return▲ 0.87%
12-Month Return-
YTD Return▲ 2.43%
Total Return▲ 5.48%
Best Trade
Bio
Schwab ETF mix with some Dividend Equities. Mini Brokerage Equity vs ETF
Performance
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 0.93%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 5.44%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 3.89%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 2.47%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.30%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.17%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 3.42%
Apr 2025
▲ 8.91%
▲ 5.82%
▲ 4.44%
May 2025
▲ 9.99%▼ 0.89%▼ 0.93%
▲ 25.97%▲ 5.96%▲ 5.44%
▲ 5.41%▼ 2.41%▼ 3.89%
▲ 6.02%▲ 2.69%▲ 2.47%
▼ 12.86%▼ 1.27%▲ 1.30%
▼ 1.80%▼ 5.57%▼ 2.17%
▲ 1.74%▼ 0.87%▼ 3.42%
▲ 8.91%▲ 5.82%▲ 4.44%
Recent Activity
NEOS S&P 500 High Income ETF
1.43%
▲ 3.95%
2
Buy
Oct 26, 2024
Vanguard S&P 500 ETF
17.73%
▲ 4.57%
4
Buy
Oct 24, 2024
Vanguard Dividend Appreciation ETF
―
▲ 1.97%
3
Close
Oct 24, 2024
Vanguard Total Stock Market ETF
―
▲ 4.08%
2
Close
Oct 24, 2024
Vanguard High Dividend Yield Index ETF
―
▲ 3.70%
2
Close
Oct 24, 2024
Coca-Cola
1.77%
▼ 0.49%
2
Buy
Oct 22, 2024
Exxon Mobil
2.9%
▼ 5.83%
2
Buy
Oct 18, 2024
Schwab US Dividend Equity ETF
6.68%
▼ 4.83%
3
Buy
Oct 16, 2024
Chord Energy
3.91%
▼ 24.47%
3
Buy
Oct 15, 2024
Schwab U.S. Large-Cap Growth ETF
8.31%
▲ 5.50%
3
Buy
Oct 11, 2024
Schwab International Equity ETF
0.32%
▲ 7.62%
1
Open
Aug 20, 2024
Schwab U.S. Large-Cap ETF
0.53%
▲ 6.56%
1
Open
Aug 20, 2024
Schwab U.S. Broad Market ETF
0.52%
▲ 6.22%
1
Open
Aug 20, 2024
Schwab U.S. Large-Cap Value ETF
0.61%
▲ 5.56%
1
Open
Aug 20, 2024
SPDR Portfolio S&P 500 High Dividend ETF
0.55%
▲ 0.46%
1
Open
Aug 20, 2024
VanEck Gold Miners ETF
0.59%
▲ 19.21%
1
Open
Aug 20, 2024
Walmart
1.21%
▲ 29.58%
1
Open
Aug 20, 2024
Nvidia
3.38%
▲ 2.13%
1
Open
Aug 20, 2024
National Fuel Gas Company
0.4%
▲ 39.12%
1
Open
Aug 20, 2024
Hess Midstream Partners
0.64%
▲ 13.36%
1
Open
Aug 20, 2024