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Roth Contributory IRA - New Portfolio
Shawn Emms
Roth Contributory IRAIndividual Investor
Ranked #28,560 out of 806,643 TipRanks' Investors
Success Rate
92 out of 114
profitable transactions
profitable transactions
Average Return
16.98%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.38%
6-Month Return▼ 0.09%
12-Month Return▲ 6.90%
YTD Return▲ 0.13%
Total Return▲ 32.20%
Best Trade
Bio
Performance
12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 2.98%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 0.06%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.07%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.26%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 6.83%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 0.62%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.85%
Jun 2025
▲ 0.31%
▲ 1.21%
▲ 2.97%
Jul 2025
▲ 5.10%▼ 2.41%▼ 2.98%
▲ 6.03%▲ 2.69%▲ 0.06%
▼ 12.86%▼ 1.27%▲ 2.07%
▼ 1.80%▼ 5.57%▼ 1.26%
▲ 1.83%▼ 0.87%▼ 6.83%
▲ 12.20%▲ 6.28%▲ 0.62%
▲ 6.24%▲ 5.14%▲ 2.85%
▲ 0.31%▲ 1.21%▲ 2.97%
Recent Activity
Target
―
▼ 17.83%
7
Close
Mar 12, 2025
Amazon
28.92%
▲ 69.80%
10
Buy
Mar 11, 2025
Schwab US Dividend Equity ETF
11.78%
▲ 17.13%
12
Buy
Mar 11, 2025
Exxon Mobil
9.89%
▼ 1.24%
8
Buy
Mar 11, 2025
Chevron
7.97%
▼ 2.77%
13
Buy
Mar 11, 2025
Apple
18.29%
▲ 29.47%
19
Buy
Feb 13, 2025
Verizon
9.38%
▲ 13.26%
9
Buy
Feb 10, 2025
Altria Group
13.75%
▲ 55.05%
8
Buy
Jan 30, 2025
AT&T
―
▲ 34.30%
5
Close
Sep 04, 2024
The Hershey Company
―
▲ 3.09%
8
Close
Jan 19, 2024
Liberty All Star Equity Fund
―
▲ 3.16%
4
Close
Dec 20, 2023
Waste Management
―
▲ 7.49%
7
Close
Dec 18, 2023
Nike
―
▲ 13.79%
3
Close
Dec 18, 2023
Clough Global Dividend and Income Fund of Benef Interest
―
▼ 12.71%
7
Close
Dec 18, 2023
Discover Financial Services
―
▲ 17.83%
3
Close
Dec 18, 2023
AGNC Investment
―
▲ 16.20%
3
Close
Dec 18, 2023
Realty Income
―
▲ 23.98%
2
Close
Dec 18, 2023
Lyft
―
▲ 2.72%
2
Close
Nov 01, 2023
Global X Superdividend ETF
―
▼ 38.36%
4
Close
Oct 31, 2023
Walgreens Boots Alliance
―
▼ 31.27%
2
Close
Oct 21, 2023