Roth Dividends - New Portfolio
JRC Cruz
Roth DividendsIndividual Investor
Ranked #206,485 out of 862,844 TipRanks' Investors
Success Rate
368 out of 554
profitable transactions
profitable transactions
Average Return
10.58%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.30%
6-Month Return▲ 6.44%
12-Month Return▲ 13.03%
YTD Return▲ 2.83%
Total Return▲ 38.20%
Best Trade
Bio
Roth Portfolio
Performance
16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▲ 0.79%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.62%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.14%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 0.26%
Jan 2026
▼ 1.27%
▼ 0.86%
▲ 2.59%
Feb 2026
▼ 0.14%
▼ 4.94%
▼ 5.46%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 5.64%
Apr 2026
▲ 8.57%
▲ 2.85%
▲ 0.10%
May 2026
▲ 10.96%▲ 2.38%▲ 0.79%
▼ 3.68%▲ 0.19%▲ 1.62%
▼ 0.10%▲ 0.08%▲ 1.14%
▲ 4.06%▲ 1.47%▲ 0.26%
▼ 1.27%▼ 0.86%▲ 2.59%
▼ 0.14%▼ 4.94%▼ 5.46%
▲ 16.06%▲ 10.51%▲ 5.64%
▲ 8.57%▲ 2.85%▲ 0.10%
Recent Activity
iShares 0-3 Month Treasury Bond ETF
5.69%
▲ 0.07%
20
Sell
Mar 26, 2026
Haemonetics
7.51%
▼ 10.21%
21
Buy
Mar 26, 2026
Schwab US Dividend Equity ETF
32.86%
▲ 26.79%
78
Buy
Mar 23, 2026
Vanguard S&P 500 ETF
46.02%
▲ 49.82%
62
Buy
Mar 23, 2026
Vanguard Total International Stock ETF
0.82%
▲ 5.19%
9
Buy
Mar 23, 2026
Salesforce
0.6%
▼ 40.42%
16
Buy
Mar 23, 2026
Microsoft
0.74%
▲ 59.42%
6
Buy
Mar 23, 2026
International Business Machines
0.6%
▼ 20.54%
10
Buy
Mar 23, 2026
Nike
0.53%
▼ 33.20%
23
Buy
Mar 23, 2026
Visa
0.72%
▼ 1.65%
22
Buy
Mar 23, 2026
UnitedHealth
0.95%
▲ 24.06%
25
Buy
Mar 23, 2026
Apple
0.8%
▲ 14.88%
19
Buy
Mar 23, 2026
Amgen
0.63%
▲ 1.06%
23
Buy
Mar 23, 2026
Merck & Company
0.65%
▲ 17.38%
15
Buy
Mar 17, 2026
Bank of America
―
▲ 6.22%
16
Close
Mar 09, 2026
Berkshire Hathaway B
―
▲ 7.33%
3
Close
Mar 09, 2026
Amazon
―
▼ 0.95%
2
Sell
Mar 09, 2026
Caterpillar
0.86%
▲ 46.53%
8
Sell
Mar 09, 2026
Johnson & Johnson
―
▲ 13.71%
6
Close
Feb 27, 2025
AbbVie
―
▲ 16.94%
29
Close
Feb 20, 2025