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SEP-IRA - New Portfolio
Ben R.
SEP-IRAIndividual Investor
Ranked #498,042 out of 798,764 TipRanks' Investors
Success Rate
56 out of 108
profitable transactions
profitable transactions
Average Return
-0.60%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.14%
6-Month Return▼ 5.16%
12-Month Return▲ 4.63%
YTD Return▼ 2.36%
Total Return▼ 8.30%
Best Trade
Bio
SEP-IRA with a very aggressive mix of stocks
Performance
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 1.92%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 4.73%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 4.58%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 4.31%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.05%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.93%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 0.51%
Apr 2025
▲ 6.31%
▲ 1.77%
▲ 1.08%
May 2025
▲ 9.99%▼ 0.89%▼ 1.92%
▲ 25.97%▲ 5.96%▲ 4.73%
▲ 5.41%▼ 2.41%▼ 4.58%
▲ 6.02%▲ 2.69%▲ 4.31%
▼ 12.86%▼ 1.27%▼ 1.05%
▼ 1.80%▼ 5.57%▼ 5.93%
▲ 1.74%▼ 0.87%▼ 0.51%
▲ 6.31%▲ 1.77%▲ 1.08%
Recent Activity
Revelyst, Inc.
―
▲ 5.68%
2
Close
Jan 03, 2025
Vista Outdoor
―
▲ 60.37%
2
Close
Nov 27, 2024
Global X Cannabis ETF
―
▼ 85.88%
7
Close
Feb 16, 2024
Activision Blizzard
―
▼ 1.35%
3
Close
Oct 12, 2023
Coinbase Global
1.17%
▼ 14.08%
2
Sell
Aug 12, 2023
SPDR S&P 500 ETF Trust
3.41%
▲ 35.78%
4
Buy
Aug 12, 2023
JPMorgan Chase
3.94%
▲ 70.60%
4
Buy
Aug 12, 2023
Verizon
2.18%
▼ 15.50%
7
Buy
Aug 12, 2023
Cisco Systems
3.74%
▲ 13.56%
6
Buy
Aug 12, 2023
Lowe's
3.38%
▲ 21.95%
4
Buy
Aug 12, 2023
PepsiCo
3.22%
▼ 9.37%
3
Buy
Jul 17, 2023
Nike
1.39%
▼ 54.73%
3
Buy
Jul 17, 2023
Johnson & Johnson
3.95%
▼ 7.70%
5
Sell
Jul 17, 2023
AstraZeneca
0.83%
▲ 18.63%
3
Buy
Jul 17, 2023
McDonald's
2.87%
▲ 35.74%
4
Buy
Jul 17, 2023
Scotts Miracle-Gro Company
1.01%
▼ 65.21%
5
Buy
Jul 17, 2023
Health Care Select Sector SPDR Fund
1.2%
▲ 8.71%
4
Buy
Jul 17, 2023
Target
2.36%
▼ 52.47%
4
Buy
Jul 17, 2023
Applied Materials
2.31%
▲ 24.65%
4
Buy
Jul 17, 2023
Microsoft
10.45%
▲ 69.26%
4
Buy
Jul 17, 2023