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Working with TipRanks
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SIMPLE IRA - New Portfolio
Janine Westlund
SIMPLE IRAIndividual Investor
Ranked #533,266 out of 729,459 TipRanks' Investors
Success Rate
5 out of 17
profitable transactions
profitable transactions
Average Return
-31.21%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 7.99%
6-Month Return▲ 13.52%
12-Month Return▼ 4.97%
YTD Return▲ 6.44%
Total Return▼ 11.87%
Best Trade
Bio
I invest in businesses and sectors I believe will provide products and/or services in the coming decades that are necessary for society to be sustainable.
Performance
18.66%0-18.66%
▼ 4.52%
▼ 4.74%
▼ 7.85%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 14.35%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 4.98%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 0.02%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 10.89%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 7.88%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 18.66%
Mar 2024
▼ 14.65%
▼ 4.46%
▼ 6.69%
Apr 2024
▼ 4.52%▼ 4.74%▼ 7.85%
▼ 6.45%▼ 2.17%▼ 14.35%
▲ 9.22%▲ 9.13%▲ 4.98%
▲ 5.14%▲ 4.57%▲ 0.02%
▼ 1.87%▲ 1.59%▼ 10.89%
▲ 14.08%▲ 5.22%▲ 7.88%
▲ 5.05%▲ 3.27%▲ 18.66%
▼ 14.65%▼ 4.46%▼ 6.69%