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Roth IRA -5315 - New Portfolio

Angel Bravo

Roth IRA -5315
Individual Investor
Ranked #40,463 out of 795,507 TipRanks' Investors
Success Rate
68%
64 out of 94
profitable transactions
Average Return
17.77%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.29%
6-Month Return▲ 3.88%
12-Month Return▲ 36.10%
YTD Return▼ 14.18%
Total Return▲ 53.41%

Best Trade

Opened at
Closed at
Gain▲ 143.93%

Bio

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 5.55%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 3.11%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 23.77%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 2.41%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 9.78%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.83%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 11.87%
Mar 2025
▼ 13.55%
▼ 6.22%
▼ 4.79%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 5.55%
▲ 10.00%▼ 0.89%▲ 3.11%
▲ 25.98%▲ 5.96%▲ 23.77%
▲ 5.34%▼ 2.41%▼ 2.41%
▲ 5.99%▲ 2.69%▲ 9.78%
▼ 12.86%▼ 1.27%▼ 6.83%
▼ 1.80%▼ 5.57%▼ 11.87%
▼ 13.55%▼ 6.22%▼ 4.79%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PayPal Holdings
0.89%
▲ 4.38%
3
Buy
Oct 24, 2024
RTX
▲ 14.27%
4
Close
Oct 18, 2024
Health Care Select Sector SPDR Fund
▲ 15.39%
2
Close
Oct 18, 2024
Robinhood Markets
12.48%
▲ 94.64%
10
Buy
Oct 18, 2024
ARK Innovation ETF
▼ 5.38%
7
Sell
Oct 18, 2024
Tesla
30.65%
▲ 24.37%
2
Buy
Oct 18, 2024
Shift4 Payments
2.23%
▼ 15.93%
2
Buy
Oct 18, 2024
Zoom Video Communications
7.65%
▲ 1.23%
1
Buy
Oct 18, 2024
Salesforce
3.64%
▼ 12.69%
1
Buy
Oct 18, 2024
Nike
2.33%
▼ 34.21%
1
Buy
Oct 09, 2024
Apple
▲ 17.94%
3
Close
Sep 20, 2024
Alibaba
▲ 15.84%
5
Close
Sep 20, 2024
Uber Technologies
▲ 38.74%
4
Sell
Sep 19, 2024
International Business Machines
▲ 32.71%
2
Close
Sep 19, 2024
Vanguard S&P 500 ETF
▲ 5.57%
3
Sell
Sep 19, 2024
SoFi Technologies
6.5%
▲ 24.28%
4
Buy
Sep 19, 2024
CrowdStrike Holdings
▼ 1.00%
2
Sell
Sep 19, 2024
Reddit Inc Class A
▲ 6.71%
3
Sell
Sep 19, 2024
Energy Select Sector SPDR Fund
▼ 3.61%
2
Close
Sep 19, 2024
SPDR Gold Shares
12.77%
▲ 25.47%
1
Buy
Sep 18, 2024