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Roth Contributory IRA - New Portfolio

PerformancePortfolio Details

Shawn Emms

Roth Contributory IRA
Individual Investor
Ranked #5,899 out of 783,079 TipRanks' Investors
Success Rate
92%
94 out of 102
profitable transactions
Average Return
23.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.69%
6-Month Return▲ 8.80%
12-Month Return▲ 23.09%
YTD Return▲ 2.35%
Total Return▲ 34.81%

Best Trade

AssetAmazon (AMZN)
Opened at
Closed at-
Gain▲ 184.49%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 3.19%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 3.38%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.42%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.04%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.56%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.35%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.20%
Dec 2024
▲ 2.56%
▲ 2.27%
▲ 2.35%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 3.19%
▲ 8.13%▲ 1.21%▲ 3.38%
▼ 13.14%▲ 2.34%▲ 1.42%
▲ 2.93%▲ 2.10%▲ 2.04%
▲ 9.99%▼ 0.89%▼ 0.56%
▲ 26.04%▲ 5.96%▲ 5.35%
▲ 5.93%▼ 2.41%▼ 3.20%
▲ 2.56%▲ 2.27%▲ 2.35%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
XOM
Exxon Mobil
9.34%
▲ 6.82%
6
Buy
Sep 10, 2024
CVX
Chevron
8.12%
▲ 8.70%
11
Buy
Sep 10, 2024
TGT
Target
10.88%
▲ 1.75%
5
Buy
Sep 10, 2024
T
AT&T
―
▲ 34.30%
5
Close
Sep 04, 2024
AMZN
Amazon
20.01%
▲ 109.39%
8
Buy
Sep 03, 2024
AAPL
Apple
20.29%
▲ 54.79%
17
Buy
Sep 03, 2024
MO
Altria Group
11.57%
▲ 16.52%
7
Buy
Sep 03, 2024
VZ
Verizon
10.67%
▲ 6.82%
7
Buy
Sep 03, 2024
SCHD
Schwab US Dividend Equity ETF
9.09%
▲ 23.09%
10
Buy
Sep 03, 2024
HSY
The Hershey Company
―
▲ 3.09%
8
Close
Jan 19, 2024
USA
Liberty All Star Equity Fund
―
▲ 3.16%
4
Close
Dec 20, 2023
WM
Waste Management
―
▲ 7.49%
7
Sell
Dec 18, 2023
NKE
Nike
―
▲ 13.79%
3
Close
Dec 18, 2023
GLV
Clough Global Dividend and Income Fund of Benef Interest
―
▼ 12.71%
7
Close
Dec 18, 2023
DFS
Discover Financial Services
―
▲ 17.83%
3
Close
Dec 18, 2023
AGNC
AGNC Investment
―
▲ 16.20%
3
Close
Dec 18, 2023
O
Realty Income
―
▲ 23.98%
2
Close
Dec 18, 2023
LYFT
Lyft
―
▲ 2.72%
2
Close
Nov 01, 2023
SDIV
Global X Superdividend ETF
―
▼ 38.36%
4
Close
Oct 31, 2023
WBA
Walgreens Boots Alliance
―
▼ 31.27%
2
Close
Oct 21, 2023