Roth Contributory IRA - New Portfolio
Shawn Emms
Roth Contributory IRAIndividual Investor
Ranked #63,842 out of 858,971 TipRanks' Investors
Success Rate
105 out of 141
profitable transactions
profitable transactions
Average Return
22.36%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.45%
6-Month Return▲ 10.70%
12-Month Return▲ 30.28%
YTD Return▲ 6.62%
Total Return▲ 57.58%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 2.42%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.89%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.76%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.48%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.15%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 1.81%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 1.76%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 3.35%
Apr 2026
▲ 12.88%▲ 3.56%▲ 2.42%
▲ 10.96%▲ 2.38%▲ 0.89%
▼ 3.68%▲ 0.19%▲ 1.76%
▼ 0.10%▲ 0.08%▼ 0.48%
▲ 4.06%▲ 1.47%▲ 3.15%
▼ 1.12%▼ 0.86%▲ 1.81%
▲ 0.60%▼ 4.94%▼ 1.76%
▲ 7.53%▲ 5.50%▲ 3.35%
Recent Activity
Apple
10.52%
▲ 47.96%
23
Buy
Apr 06, 2026
Altria Group
15.37%
▲ 56.35%
11
Buy
Apr 06, 2026
Schwab US Dividend Equity ETF
11.17%
▲ 27.06%
16
Sell
Apr 06, 2026
Exxon Mobil
―
▲ 42.42%
11
Sell
Apr 06, 2026
Microsoft
22.94%
▼ 28.92%
7
Buy
Apr 06, 2026
Vanguard Health Care ETF
―
▲ 11.04%
2
Close
Apr 06, 2026
Invesco PHLX Semiconductor ETF
5.61%
▲ 16.89%
1
Buy
Jan 14, 2026
Vanguard Small-Cap ETF
5.45%
▲ 1.42%
1
Buy
Jan 14, 2026
PayPal Holdings
―
▼ 10.51%
3
Sell
Nov 26, 2025
AbbVie
―
▲ 5.05%
4
Sell
Nov 11, 2025
Verizon
―
▲ 9.34%
11
Close
Jul 22, 2025
Chevron
―
▼ 1.75%
14
Close
Jul 17, 2025
Target
―
▼ 17.83%
7
Close
Mar 12, 2025
Amazon
28.93%
▲ 82.33%
10
Buy
Mar 11, 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