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Working with TipRanks
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SEP-IRA - New Portfolio
Ben R.
SEP-IRAIndividual Investor
Ranked #448,885 out of 729,459 TipRanks' Investors
Success Rate
52 out of 107
profitable transactions
profitable transactions
Average Return
-4.47%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.94%
6-Month Return▲ 20.45%
12-Month Return▲ 15.81%
YTD Return▲ 1.23%
Total Return▼ 14.35%
Best Trade
Bio
SEP-IRA with a very aggressive mix of stocks
Performance
14.65%0-14.65%
▼ 4.52%
▼ 4.74%
▼ 5.51%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 3.27%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 10.80%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.23%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.91%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.15%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.54%
Mar 2024
▼ 14.65%
▼ 4.46%
▼ 5.19%
Apr 2024
▼ 4.52%▼ 4.74%▼ 5.51%
▼ 6.45%▼ 2.17%▼ 3.27%
▲ 9.22%▲ 9.13%▲ 10.80%
▲ 5.14%▲ 4.57%▲ 6.23%
▼ 1.87%▲ 1.59%▼ 1.91%
▲ 14.08%▲ 5.22%▲ 6.15%
▲ 5.05%▲ 3.27%▲ 2.54%
▼ 14.65%▼ 4.46%▼ 5.19%