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MG IRA - New Portfolio

Sal Bonetti

MG IRA
Individual Investor
Ranked #7,361 out of 803,751 TipRanks' Investors
Success Rate
91%
77 out of 85
profitable transactions
Average Return
32.87%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Returnâ–² 0.82%
6-Month Returnâ–² 5.16%
12-Month Returnâ–² 19.77%
YTD Returnâ–² 8.94%
Total Returnâ–² 56.41%

Best Trade

Opened at
Closed at-
Gainâ–² 290.47%

Bio

Moderate Growth & Income focused

Performance

25.97%0-25.97%
â–² 25.97%
â–² 5.96%
â–² 5.32%
Nov 2024
â–² 5.10%
â–¼ 2.41%
â–¼ 4.68%
Dec 2024
â–² 6.03%
â–² 2.69%
â–² 4.05%
Jan 2025
â–¼ 12.86%
â–¼ 1.27%
â–² 2.25%
Feb 2025
â–¼ 1.80%
â–¼ 5.57%
â–¼ 1.84%
Mar 2025
â–² 1.83%
â–¼ 0.87%
â–¼ 1.03%
Apr 2025
â–² 12.21%
â–² 6.28%
â–² 4.22%
May 2025
â–² 2.29%
â–² 1.29%
â–² 1.14%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
â–² 25.97%â–² 5.96%â–² 5.32%
â–² 5.10%â–¼ 2.41%â–¼ 4.68%
â–² 6.03%â–² 2.69%â–² 4.05%
â–¼ 12.86%â–¼ 1.27%â–² 2.25%
â–¼ 1.80%â–¼ 5.57%â–¼ 1.84%
â–² 1.83%â–¼ 0.87%â–¼ 1.03%
â–² 12.21%â–² 6.28%â–² 4.22%
â–² 2.29%â–² 1.29%â–² 1.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walker & Dunlop
―
â–² 17.15%
4
Close
Mar 05, 2025
McKesson
2.75%
â–² 13.96%
1
Open
Mar 05, 2025
Visa
2.66%
â–² 14.94%
2
Buy
Jan 14, 2025
Garmin
―
â–² 107.67%
4
Close
Jan 11, 2025
Verizon
2.11%
â–² 28.14%
3
Buy
Dec 17, 2024
VICI Properties
3.79%
â–² 10.95%
3
Buy
Dec 17, 2024
Texas Instruments
―
â–² 17.09%
3
Close
Dec 17, 2024
TSMC
4.58%
â–² 125.00%
3
Sell
Dec 17, 2024
Tractor Supply
3.4%
â–² 21.07%
3
Sell
Dec 17, 2024
Stag Industrial
1.92%
â–² 12.45%
3
Sell
Dec 17, 2024
NextEra Energy
4.09%
â–² 6.14%
3
Buy
Dec 17, 2024
Microsoft
2.24%
â–² 50.61%
3
Sell
Dec 17, 2024
Home Depot
1.67%
â–² 26.88%
3
Sell
Dec 17, 2024
Goldman Sachs Group
4.63%
â–² 94.46%
3
Sell
Dec 17, 2024
CME Group
2.03%
â–² 61.10%
3
Sell
Dec 17, 2024
Brookfield Infrastructure
3.67%
â–² 1.49%
3
Buy
Dec 17, 2024
Broadcom
3.28%
â–² 254.76%
3
Sell
Dec 17, 2024
American Tower
4.25%
â–² 18.85%
3
Buy
Dec 17, 2024
Mid-America Apartment
1.84%
â–² 4.14%
3
Buy
Dec 17, 2024
Apple
1.67%
â–² 12.27%
3
Sell
Dec 17, 2024