tiprankstipranks

SEP-IRA - New Portfolio

Ben R.

SEP-IRA
Individual Investor
Ranked #455,680 out of 728,988 TipRanks' Investors
Success Rate
49%
52 out of 107
profitable transactions
Average Return
-4.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.04%
6-Month Return▲ 18.05%
12-Month Return▲ 14.11%
YTD Return▲ 0.89%
Total Return▼ 14.64%

Best Trade

Opened at
Closed at-
Gain▲ 99.47%

Bio

SEP-IRA with a very aggressive mix of stocks

Performance

24.17%0-24.17%
▼ 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
▼ 24.17%
▼ 4.31%
▼ 5.51%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 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%
▼ 24.17%▼ 4.31%▼ 5.51%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Global X Cannabis ETF
▼ 85.88%
7
Close
Feb 16, 2024
Activision Blizzard
▼ 1.35%
3
Close
Oct 12, 2023
Coinbase Global
1.31%
▼ 5.99%
2
Sell
Aug 12, 2023
SPDR S&P 500 ETF Trust
3.11%
▲ 20.19%
4
Buy
Aug 12, 2023
JPMorgan Chase & Co.
2.91%
▲ 22.18%
4
Buy
Aug 12, 2023
Verizon
2.06%
▼ 22.25%
7
Buy
Aug 12, 2023
Cisco Systems
3.1%
▼ 8.59%
6
Buy
Aug 12, 2023
Lowe's
3.58%
▲ 25.53%
4
Buy
Aug 12, 2023
PepsiCo
4.37%
▲ 19.69%
3
Buy
Jul 17, 2023
Nike
2.35%
▼ 25.66%
3
Buy
Jul 17, 2023
Johnson & Johnson
3.84%
▼ 12.78%
5
Sell
Jul 17, 2023
AstraZeneca
0.86%
▲ 20.02%
3
Buy
Jul 17, 2023
McDonald's
2.56%
▲ 17.26%
4
Buy
Jul 17, 2023
Scotts Miracle-Gro Company
1.31%
▼ 56.21%
5
Buy
Jul 17, 2023
Health Care Select Sector SPDR Fund
1.29%
▲ 13.42%
4
Buy
Jul 17, 2023
Target
4.19%
▼ 17.87%
4
Buy
Jul 17, 2023
Applied Materials
2.97%
▲ 55.66%
4
Buy
Jul 17, 2023
Microsoft
9.9%
▲ 55.97%
4
Buy
Jul 17, 2023
Blackstone Mortgage
1.03%
▼ 39.04%
7
Buy
Jul 17, 2023
Visa
5.83%
▲ 20.94%
4
Sell
Jul 17, 2023