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Roth IRA -5315 - New Portfolio

Angel Bravo

Roth IRA -5315
Individual Investor
Ranked #35,614 out of 789,725 TipRanks' Investors
Success Rate
73%
69 out of 94
profitable transactions
Average Return
23.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.18%
6-Month Return▲ 39.49%
12-Month Return▲ 61.90%
YTD Return▲ 2.00%
Total Return▲ 82.70%

Best Trade

Opened at
Closed at
Gain▲ 143.93%

Bio

Performance

26.01%0-26.01%
▲ 8.13%
▲ 1.21%
▲ 6.97%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.47%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.55%
Sep 2024
▲ 10.01%
▼ 0.89%
▲ 3.11%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 23.77%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 2.21%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 9.48%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.84%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 6.97%
▼ 13.14%▲ 2.34%▲ 2.47%
▲ 2.93%▲ 2.10%▲ 5.55%
▲ 10.01%▼ 0.89%▲ 3.11%
▲ 26.01%▲ 5.96%▲ 23.77%
▲ 5.96%▼ 2.41%▼ 2.21%
▲ 5.25%▲ 2.69%▲ 9.48%
▼ 12.86%▼ 1.27%▼ 6.84%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PayPal Holdings
0.89%
▲ 9.60%
3
Buy
Oct 24, 2024
RTX
▲ 14.27%
4
Close
Oct 18, 2024
Health Care Select Sector SPDR Fund
▲ 15.39%
2
Sell
Oct 18, 2024
Robinhood Markets
12.5%
▲ 100.19%
10
Buy
Oct 18, 2024
ARK Innovation ETF
▼ 5.38%
7
Sell
Oct 18, 2024
Tesla
31.08%
▲ 44.42%
2
Buy
Oct 18, 2024
Shift4 Payments
2.46%
▲ 6.32%
2
Buy
Oct 18, 2024
Zoom Video Communications
6.9%
▲ 4.58%
1
Buy
Oct 18, 2024
Salesforce
3.72%
▲ 1.98%
1
Buy
Oct 18, 2024
Nike
2.97%
▼ 3.93%
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
7.67%
▲ 67.92%
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
9.86%
▲ 10.87%
1
Buy
Sep 18, 2024