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SEP-IRA - New Portfolio
Ben R.
SEP-IRAIndividual Investor
Ranked #309,061 out of 805,489 TipRanks' Investors
Success Rate
59 out of 108
profitable transactions
profitable transactions
Average Return
6.71%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.69%
6-Month Return▲ 6.68%
12-Month Return▲ 14.10%
YTD Return▲ 7.98%
Total Return▲ 1.40%
Best Trade
Bio
SEP-IRA with a very aggressive mix of stocks
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 4.73%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 4.58%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 4.32%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.05%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.93%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 0.87%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 7.53%
May 2025
▲ 2.39%
▲ 3.31%
▲ 4.34%
Jun 2025
▲ 25.97%▲ 5.96%▲ 4.73%
▲ 5.10%▼ 2.41%▼ 4.58%
▲ 6.03%▲ 2.69%▲ 4.32%
▼ 12.86%▼ 1.27%▼ 1.05%
▼ 1.80%▼ 5.57%▼ 5.93%
▲ 1.83%▼ 0.87%▼ 0.87%
▲ 12.21%▲ 6.28%▲ 7.53%
▲ 2.39%▲ 3.31%▲ 4.34%
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
2.01%
▲ 61.68%
2
Sell
Aug 12, 2023
SPDR S&P 500 ETF Trust
3.38%
▲ 47.22%
4
Buy
Aug 12, 2023
JPMorgan Chase
4.12%
▲ 94.64%
4
Buy
Aug 12, 2023
Verizon
1.93%
▼ 18.43%
7
Buy
Aug 12, 2023
Cisco Systems
3.95%
▲ 31.00%
6
Buy
Aug 12, 2023
Lowe's
3.08%
▲ 21.38%
4
Buy
Aug 12, 2023
PepsiCo
2.89%
▼ 10.92%
3
Buy
Jul 17, 2023
Nike
1.37%
▼ 51.44%
3
Buy
Jul 17, 2023
Johnson & Johnson
3.56%
▼ 9.03%
5
Sell
Jul 17, 2023
AstraZeneca
0.78%
▲ 23.02%
3
Buy
Jul 17, 2023
McDonald's
2.39%
▲ 23.60%
4
Buy
Jul 17, 2023
Scotts Miracle-Gro Company
1.11%
▼ 58.13%
5
Buy
Jul 17, 2023
Health Care Select Sector SPDR Fund
1.11%
▲ 9.97%
4
Buy
Jul 17, 2023
Target
2.19%
▼ 51.88%
4
Buy
Jul 17, 2023
Applied Materials
2.5%
▲ 47.01%
4
Buy
Jul 17, 2023
Microsoft
10.84%
▲ 91.92%
4
Buy
Jul 17, 2023