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Mandy M. Wultsch - Roth IRA Brokerage Account - ****5349 - New Portfolio
Mandy W
Mandy M. Wultsch - Roth IRA Brokerage Account - ****5349Individual Investor
Ranked #222,595 out of 799,559 TipRanks' Investors
Success Rate
11 out of 13
profitable transactions
profitable transactions
Average Return
1.27%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.96%
6-Month Return-
12-Month Return-
YTD Return▼ 1.62%
Total Return▼ 1.59%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
―
Oct 2024
▲ 25.97%
▲ 5.96%
―
Nov 2024
▲ 5.41%
▼ 2.41%
▲ 0.03%
Dec 2024
▲ 6.02%
▲ 2.69%
▼ 1.13%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.66%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.41%
Mar 2025
▲ 1.73%
▼ 0.87%
▲ 0.52%
Apr 2025
▲ 14.05%
▲ 6.48%
▲ 3.15%
May 2025
▲ 9.99%▼ 0.89%―
▲ 25.97%▲ 5.96%―
▲ 5.41%▼ 2.41%▲ 0.03%
▲ 6.02%▲ 2.69%▼ 1.13%
▼ 12.86%▼ 1.27%▼ 1.66%
▼ 1.80%▼ 5.57%▼ 2.41%
▲ 1.73%▼ 0.87%▲ 0.52%
▲ 14.05%▲ 6.48%▲ 3.15%
Recent Activity
Global X NASDAQ 100 Covered Call ETF
―
▲ 2.45%
4
Close
Jan 18, 2025
WisdomTree Equity Premium Income Fund
2.55%
▼ 5.55%
2
Sell
Jan 16, 2025
Palladyne AI Corp
0.03%
▼ 54.19%
1
Buy
Dec 31, 2024
Vanguard FTSE All-World ex-US Index Fund
5.02%
▲ 11.23%
1
Buy
Dec 30, 2024
Vanguard Total International Stock ETF
5.01%
▲ 11.03%
1
Buy
Dec 30, 2024
Vanguard Total Bond Market ETF
4.55%
▲ 0.63%
1
Buy
Dec 30, 2024
Vanguard Total World Stock ETF
5.04%
▲ 12.99%
1
Buy
Dec 30, 2024
Vanguard Short-Term Treasury ETF
5.21%
▲ 0.92%
1
Buy
Dec 30, 2024
Vanguard Real Estate ETF
9.51%
▲ 4.23%
1
Buy
Dec 30, 2024
Vanguard Small Cap Value ETF
12.1%
▲ 4.34%
1
Buy
Dec 30, 2024
Vanguard Mid-Cap ETF
13.99%
▲ 11.16%
1
Buy
Dec 30, 2024
Vanguard Large-Cap ETF
33.75%
▲ 14.82%
1
Buy
Dec 30, 2024