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Roth Contributory IRA - New Portfolio

PerformancePortfolio Details

Alan Begane

Roth Contributory IRA
Individual Investor
Ranked #135,320 out of 757,311 TipRanks' Investors
Success Rate
55%
102 out of 184
profitable transactions
Average Return
17.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.41%
6-Month Return▲ 4.11%
12-Month Return▲ 14.89%
YTD Return▲ 1.34%
Total Return▲ 29.73%

Best Trade

AssetFusion Phar... (FUSN)
Opened at
Closed at-
Gain▲ 650.87%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 8.75%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.79%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 7.60%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.58%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.22%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 6.13%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 0.47%
Aug 2024
▲ 1.03%
▼ 0.11%
▼ 1.94%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 8.75%
▲ 5.05%▲ 3.27%▲ 6.79%
▼ 12.40%▼ 4.03%▼ 7.60%
▲ 11.46%▲ 5.06%▲ 3.58%
▼ 2.25%▲ 3.53%▲ 1.22%
▲ 25.76%▲ 1.21%▲ 6.13%
▼ 4.21%▲ 2.34%▼ 0.47%
▲ 1.03%▼ 0.11%▼ 1.94%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
WOLF
Wolfspeed
0.59%
▲ 3.67%
1
Buy
Sep 13, 2024
ARC
ARC Document Solutions
1.23%
▲ 11.87%
6
Buy
Sep 11, 2024
ABCL
AbCellera Biologics
1.84%
▲ 1.50%
3
Sell
Sep 11, 2024
EVLV
Evolv Technologies Holdings
1.44%
▼ 18.01%
6
Buy
Sep 09, 2024
VIGL
Vigil Neuroscience Inc
1.15%
▼ 27.39%
2
Sell
Sep 09, 2024
KVUE
Kenvue, Inc.
1.57%
▲ 19.34%
3
Buy
Aug 30, 2024
EXEL
Exelixis
3.61%
▲ 1.66%
1
Buy
Aug 22, 2024
WULF
TeraWulf Inc
3%
▼ 6.51%
5
Buy
Aug 16, 2024
MARA
Marathon Digital Holdings
5.2%
▼ 4.72%
3
Sell
Aug 16, 2024
AAPL
Apple
15.54%
▲ 68.20%
6
Buy
Aug 15, 2024
ALLY
Ally Financial
2.46%
▲ 22.12%
6
Buy
Aug 15, 2024
INTC
Intel
―
▼ 40.19%
6
Close
Aug 11, 2024
ELEV
Elevation Oncology
―
▼ 67.16%
2
Close
Aug 11, 2024
CARR
Carrier Global
5.47%
▲ 61.24%
4
Buy
Aug 09, 2024
OBDC
Blue Owl Capital
1.19%
▲ 13.06%
6
Buy
Jul 24, 2024
BRSP
BrightSpire Capital
2.45%
▼ 1.49%
6
Buy
Jul 24, 2024
SCHD
Schwab US Dividend Equity ETF
5.99%
▲ 15.92%
6
Buy
Jul 24, 2024
CUZ
Cousins Properties
2.12%
▲ 33.25%
6
Buy
Jul 24, 2024
SOXQ
Invesco PHLX Semiconductor ETF
2.72%
▲ 35.51%
6
Buy
Jul 01, 2024
SCPH
scPharmaceuticals
3.54%
▲ 42.15%
1
Buy
Jun 10, 2024