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SAM - Non-Retirement - New Portfolio
M E L
SAM - Non-RetirementIndividual Investor
Ranked #83,972 out of 825,113 TipRanks' Investors
Success Rate
294 out of 512
profitable transactions
profitable transactions
Average Return
55.31%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.26%
6-Month Return▲ 70.68%
12-Month Return▲ 73.37%
YTD Return▲ 69.44%
Total Return▲ 71.86%
Best Trade
Bio
Income portfolio
Performance
22.66%0-22.66%
▼ 6.38%
▼ 5.57%
▲ 2.38%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 1.38%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 22.66%
May 2025
▲ 9.25%
▲ 5.14%
▲ 11.60%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.73%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 0.15%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 14.30%
Sep 2025
▲ 5.77%
▲ 1.66%
▲ 8.09%
Oct 2025
▼ 6.38%▼ 5.57%▲ 2.38%
▲ 0.80%▼ 0.87%▲ 1.38%
▲ 11.63%▲ 6.28%▲ 22.66%
▲ 9.25%▲ 5.14%▲ 11.60%
▲ 7.60%▲ 2.30%▲ 2.73%
▲ 2.76%▲ 2.05%▼ 0.15%
▲ 12.88%▲ 3.56%▲ 14.30%
▲ 5.77%▲ 1.66%▲ 8.09%
Recent Activity
Walgreens Boots Alliance
―
▲ 31.63%
4
Close
Aug 27, 2025
ARM Holdings PLC ADR
―
▲ 52.16%
25
Sell
Aug 02, 2025
Applied Digital Corporation
―
▲ 17.34%
3
Sell
Aug 02, 2025
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
16.72%
▲ 14.90%
36
Buy
Jul 31, 2025
Franklin Liberty Senior Loan ETF
7.61%
▼ 14.13%
14
Buy
Jul 31, 2025
Lockheed Martin
1.68%
▲ 31.53%
7
Buy
Jul 31, 2025
Goldman Sachs BDC
3.2%
▼ 1.46%
15
Buy
Jul 30, 2025
Advanced Micro Devices
0.68%
▲ 133.18%
18
Sell
Jul 28, 2025
Rigetti Computing
6.87%
▲ 364.58%
25
Sell
Jul 28, 2025
D-Wave Quantum
1.09%
▲ 186.74%
20
Sell
Jul 28, 2025
Tourmaline Bio
1.28%
▲ 38.13%
16
Buy
Jul 25, 2025
AppLovin
0.83%
▲ 70.41%
1
Buy
Jul 25, 2025
Permian Resources
1.83%
▼ 15.02%
7
Buy
Jul 24, 2025
Accenture
―
▲ 158.73%
8
Sell
Jul 22, 2025
Sphere Entertainment
―
▲ 50.26%
14
Sell
Jul 22, 2025
Eaton Vance Tax-Managed Diversified Equity Income Fund
3.64%
▲ 6.23%
4
Sell
Jul 18, 2025
Eaton Vance Risk-Managed Diversified Equity Income Fund
2.47%
▼ 0.67%
6
Sell
Jul 18, 2025
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
3.5%
▲ 8.16%
5
Sell
Jul 18, 2025
Quantum Computing
1.24%
▲ 125.99%
22
Buy
Jul 15, 2025
Rocket Pharmaceuticals
―
▲ 27.78%
3
Close
Jul 11, 2025