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Working with TipRanks
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Current Core IRA - New Portfolio
HAVINGFUND
Current Core IRAIndividual Investor
Ranked #329,087 out of 730,435 TipRanks' Investors
Success Rate
266 out of 643
profitable transactions
profitable transactions
Average Return
-0.76%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 4.08%
6-Month Return▲ 14.66%
12-Month Return▲ 4.01%
YTD Return▲ 5.08%
Total Return▼ 10.47%
Best Trade
Bio
An aggressive small cap 401k mixing Quant strategies and current trends in macro view socioeconomics.
Performance
14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 4.77%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 2.45%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 5.09%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 1.95%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 4.51%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.00%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 12.85%
Mar 2024
▼ 13.70%
▼ 3.74%
▼ 4.41%
Apr 2024
▼ 4.52%▼ 4.74%▼ 4.77%
▼ 6.45%▼ 2.17%▼ 2.45%
▲ 9.22%▲ 9.13%▲ 5.09%
▲ 5.14%▲ 4.57%▲ 1.95%
▼ 1.87%▲ 1.59%▼ 4.51%
▲ 14.08%▲ 5.22%▲ 2.00%
▲ 5.05%▲ 3.27%▲ 12.85%
▼ 13.70%▼ 3.74%▼ 4.41%