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IRA - 7492 - New Portfolio

ashish madan

IRA - 7492
Individual Investor
Ranked #35,350 out of 731,625 TipRanks' Investors
Success Rate
66%
412 out of 624
profitable transactions
Average Return
20.27%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.03%
6-Month Return▲ 13.61%
12-Month Return▲ 2.58%
YTD Return▲ 3.29%
Total Return▲ 59.51%

Best Trade

Opened at
Closed at-
Gain▲ 172.38%

Bio

Long Term IRA

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 7.19%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 3.26%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 6.85%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 5.80%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.61%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.17%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.26%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.35%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 7.19%
▼ 6.45%▼ 2.17%▼ 3.26%
▲ 9.22%▲ 9.13%▲ 6.85%
▲ 5.14%▲ 4.57%▲ 5.80%
▼ 1.87%▲ 1.59%▼ 1.61%
▲ 14.08%▲ 5.22%▲ 3.17%
▲ 5.05%▲ 3.27%▲ 4.26%
▼ 12.40%▼ 4.03%▼ 2.35%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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H2O Innovation
▲ 81.06%
4
Close
Dec 12, 2023
Microsoft
3.51%
▲ 89.61%
8
Buy
Jun 10, 2022
Goldman Sachs Access Treasury 0-1 Year ETF
4.35%
▼ 0.68%
5
Buy
Jun 08, 2022
iShares 7-10 Year Treasury Bond ETF
4.64%
▼ 13.82%
4
Buy
Jun 08, 2022
iShares Broad USD High Yield Corporate Bond ETF
7.96%
▼ 9.29%
6
Buy
Jun 08, 2022
Vanguard Total Bond Market ETF
9.08%
▼ 19.23%
10
Buy
Jun 07, 2022
Cummins
1.51%
▲ 31.99%
7
Buy
Jun 03, 2022
Walmart
8.01%
▲ 38.91%
4
Buy
Jun 01, 2022
Invesco S&P 500 High Dividend Low Volatility ETF
0.86%
▲ 33.89%
8
Buy
Jun 01, 2022
AbbVie
3.01%
▲ 61.03%
4
Buy
May 17, 2022
Digital Realty
3.2%
▲ 1.27%
3
Buy
May 11, 2022
Brookfield Renewable Partners
1%
▼ 56.96%
3
Buy
May 11, 2022
ROBO Global Robotics & Automation Index ETF
1.45%
▲ 23.03%
2
Buy
May 11, 2022
VanEck Semiconductor ETF
1.86%
▲ 170.95%
2
Buy
May 11, 2022
Medical Properties
0.14%
▼ 74.78%
8
Buy
May 11, 2022
First Trust Nasdaq Artificial Intelligence & Robotics ETF
0.44%
▲ 16.91%
2
Buy
May 11, 2022
Nutrien
▼ 2.77%
2
Close
Apr 06, 2022
Teucrium Agricultural Fund
▼ 1.94%
2
Close
Apr 04, 2022
Intrepid Potash
▲ 6.11%
2
Close
Apr 04, 2022
Planet 13 Holdings
0.65%
▼ 27.77%
3
Buy
Mar 10, 2022