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IRA 1 - New Portfolio

Shaun Johnson

IRA 1
Individual Investor
Ranked #333,462 out of 730,641 TipRanks' Investors
Success Rate
33%
94 out of 284
profitable transactions
Average Return
-3.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.53%
6-Month Return▲ 18.75%
12-Month Return▲ 12.87%
YTD Return▲ 4.19%
Total Return▲ 6.70%

Best Trade

Opened at
Closed at-
Gain▲ 80.38%

Bio

13 year Game plan. Extremely diversified

Performance

14.47%0-14.47%
▼ 4.52%
▼ 4.74%
▼ 3.87%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 2.13%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 8.02%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.65%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.02%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.19%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.61%
Mar 2024
▼ 14.47%
▼ 2.83%
▼ 1.53%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 3.87%
▼ 6.45%▼ 2.17%▼ 2.13%
▲ 9.22%▲ 9.13%▲ 8.02%
▲ 5.14%▲ 4.57%▲ 4.65%
▼ 1.87%▲ 1.59%▼ 1.02%
▲ 14.08%▲ 5.22%▲ 2.19%
▲ 5.05%▲ 3.27%▲ 4.61%
▼ 14.47%▼ 2.83%▼ 1.53%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Vanguard Long-Term Treasury ETF
0%
▼ 8.30%
1
Open
Jun 07, 2023
Vanguard Total International Bond ETF
1.55%
▲ 3.26%
5
Buy
Jun 02, 2023
Schwab US Dividend Equity ETF
▲ 1.33%
7
Close
May 16, 2023
Vanguard Mortgage-Backed Securities ETF
0%
▼ 3.77%
3
Open
May 16, 2023
Vanguard Tax-Exempt Bond ETF
1.24%
▼ 1.30%
3
Open
May 16, 2023
Vanguard Total Bond Market ETF
1.51%
▼ 0.51%
1
Open
May 16, 2023
iShares Floating Rate Bond ETF
1.58%
▲ 6.66%
1
Open
May 16, 2023
SPDR S&P Regional Banking ETF
▼ 36.19%
2
Close
May 04, 2023
Pennantpark $
▼ 7.46%
2
Close
Feb 22, 2023
VanEck Semiconductor ETF
1.7%
▲ 80.38%
1
Open
Feb 17, 2023
Industrial Select Sector SPDR Fund
1.41%
▲ 21.54%
1
Open
Feb 17, 2023
Consumer Discretionary Select Sector SPDR Fund
1.38%
▲ 18.10%
1
Open
Feb 17, 2023
Vanguard Communication Services ETF
3.07%
▲ 38.79%
1
Open
Feb 11, 2023
Vanguard Information Technology ETF
2.82%
▲ 56.07%
1
Open
Dec 16, 2022
Vanguard Health Care ETF
1.37%
▲ 5.34%
1
Open
Dec 16, 2022
SPDR S&P Insurance ETF
1.42%
▲ 22.66%
1
Open
Dec 15, 2022
Vanguard Financials ETF
1.9%
▲ 24.26%
1
Open
Dec 15, 2022
SPDR Gold MiniShares Trust
▲ 8.85%
2
Close
Dec 06, 2022
iShares Silver Trust
▲ 20.95%
2
Close
Dec 06, 2022
iShares MSCI Global Gold Miners ETF
1.91%
▲ 29.30%
1
Open
Dec 06, 2022