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Bren IRA - New Portfolio

Bren IRA
Individual Investor
Ranked #403,318 out of 797,226 TipRanks' Investors
Success Rate
28%
19 out of 67
profitable transactions
Average Return
-4.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.95%
6-Month Return▼ 5.10%
12-Month Return-
YTD Return▼ 12.18%
Total Return▲ 2.68%

Best Trade

Opened at
Closed at
Gain▲ 107.54%

Bio

Performance

25.97%0-25.97%
▲ 2.92%
▲ 2.10%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 3.89%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 20.08%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 6.27%
Dec 2024
▲ 6.04%
▲ 2.69%
▲ 4.94%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 12.41%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 9.39%
Mar 2025
▲ 2.73%
▼ 1.56%
▲ 5.43%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%
▲ 10.00%▼ 0.89%▲ 3.89%
▲ 25.97%▲ 5.96%▲ 20.08%
▲ 5.39%▼ 2.41%▼ 6.27%
▲ 6.04%▲ 2.69%▲ 4.94%
▼ 12.86%▼ 1.27%▼ 12.41%
▼ 1.80%▼ 5.57%▼ 9.39%
▲ 2.73%▼ 1.56%▲ 5.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ACI Worldwide
▼ 0.15%
2
Close
Jan 24, 2025
Agnico Eagle
▲ 107.54%
2
Close
Jan 23, 2025
CarGurus
1.66%
▼ 26.26%
1
Buy
Jan 22, 2025
Agnico Eagle
5.58%
▲ 34.57%
1
Buy
Jan 22, 2025
Fox
▼ 2.36%
2
Close
Jan 21, 2025
Vital Farms
▲ 6.36%
2
Close
Jan 21, 2025
Vertex
4.61%
▼ 20.95%
4
Buy
Jan 17, 2025
Alphabet Class A
7.21%
▼ 16.46%
4
Buy
Jan 17, 2025
TSMC
3.19%
▼ 23.43%
3
Buy
Jan 17, 2025
Goldman Sachs Group
5.33%
▼ 11.96%
2
Buy
Jan 17, 2025
Exlservice Holdings
1.74%
▼ 7.72%
1
Buy
Jan 17, 2025
ServiceNow
3.66%
▼ 14.82%
1
Buy
Jan 17, 2025
Enova International
1.94%
▼ 9.06%
1
Buy
Jan 17, 2025
Howmet Aerospace
3.99%
▲ 8.71%
1
Buy
Jan 16, 2025
Vertiv Holdings
5.89%
▼ 22.88%
5
Buy
Jan 15, 2025
GeneDx Holdings
▼ 1.71%
2
Close
Jan 15, 2025
Flowserve
1.74%
▼ 28.90%
1
Buy
Jan 15, 2025
Blue Owl Capital
▼ 3.48%
5
Close
Jan 09, 2025
Block
▼ 5.99%
2
Close
Jan 09, 2025
Shopify
▼ 5.30%
2
Close
Jan 09, 2025