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SIMPLE IRA
- New Portfolio
Performance
Portfolio Details
Janine Westlund
SIMPLE IRA
Individual Investor
Ranked #521,762 out of 728,574 TipRanks' Investors
Success Rate
24%
4 out of 17
profitable transactions
Average Return
-31.03%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▼ 6.46%
6-Month Return
▲ 7.25%
12-Month Return
▼ 6.54%
YTD Return
▲ 8.94%
Total Return
▼ 9.82%
Best Trade
Asset
iShares S&P... (IVE)
Opened at
Jun 28, 2021
Closed at
-
Gain
▲ 22.14%
Bio
I invest in businesses and sectors I believe will provide products and/or services in the coming decades that are necessary for society to be sustainable.
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
21.40%
0
-21.40%
▼ 4.52%
▼ 4.74%
▼ 7.84%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 14.41%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 5.03%
Nov 2023
▲ 5.14%
▲ 4.57%
▼ 0.05%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 10.82%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 7.82%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 18.81%
Mar 2024
▼ 21.40%
▼ 3.74%
▼ 4.64%
Apr 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 4.52%
▼ 4.74%
▼ 7.84%
▼ 6.45%
▼ 2.17%
▼ 14.41%
▲ 9.22%
▲ 9.13%
▲ 5.03%
▲ 5.14%
▲ 4.57%
▼ 0.05%
▼ 1.87%
▲ 1.59%
▼ 10.82%
▲ 14.08%
▲ 5.22%
▲ 7.82%
▲ 5.05%
▲ 3.27%
▲ 18.81%
▼ 21.40%
▼ 3.74%
▼ 4.64%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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MEDAF
Medaro Mining
0.01%
▼ 94.87%
1
Buy
Oct 27, 2021
TLGRF
Talga Group Ltd.
0.06%
▼ 61.13%
1
Buy
Sep 28, 2021
LICY
Li-Cycle Holdings
0.34%
▼ 65.97%
4
Buy
Sep 09, 2021
OCLN
OriginClear
0.05%
▼ 82.46%
1
Buy
Sep 09, 2021
NVNXF
NOVONIX Ltd
0.1%
▼ 64.84%
1
Buy
Jul 02, 2021
EFV
iShares MSCI EAFE Value ETF
2.54%
▼ 0.80%
1
Buy
Jun 28, 2021
IVV
iShares Core S&P 500 ETF
4.87%
▲ 19.01%
1
Buy
Jun 28, 2021
IEFA
iShares Core MSCI EAFE ETF
2.58%
▼ 4.36%
1
Buy
Jun 28, 2021
SCHH
Schwab U.S. REIT ETF
1.7%
▼ 17.83%
1
Buy
Jun 28, 2021
TSLA
Tesla
73.35%
▼ 30.76%
1
Buy
Jun 28, 2021
IEMG
iShares Core MSCI Emerging Markets ETF
1.45%
▼ 24.15%
1
Buy
Jun 28, 2021
PHO
Invesco Water Resources ETF
3.81%
▲ 18.87%
1
Buy
Jun 28, 2021
STIP
iShares 0-5 Year TIPS Bond ETF
2.4%
▲ 3.76%
1
Buy
Jun 28, 2021
AGG
iShares Core U.S. Aggregate Bond ETF
0.92%
▼ 12.15%
1
Buy
Jun 28, 2021
IVE
iShares S&P 500 Value ETF
3.42%
▲ 22.14%
1
Buy
Jun 28, 2021
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