Roth Dividends - New Portfolio
JRC Cruz
Roth DividendsIndividual Investor
Ranked #223,355 out of 859,299 TipRanks' Investors
Success Rate
358 out of 554
profitable transactions
profitable transactions
Average Return
8.49%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.46%
6-Month Return▲ 4.27%
12-Month Return▲ 20.64%
YTD Return▼ 0.04%
Total Return▲ 34.35%
Best Trade
Bio
Roth Portfolio
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 0.19%
Sep 2025
▲ 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
▼ 1.12%
▼ 0.86%
▲ 2.58%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 5.45%
Mar 2026
▲ 12.62%
▲ 7.63%
▲ 2.80%
Apr 2026
▲ 12.88%▲ 3.56%▲ 0.19%
▲ 10.96%▲ 2.38%▲ 0.79%
▼ 3.68%▲ 0.19%▲ 1.62%
▼ 0.10%▲ 0.08%▲ 1.14%
▲ 4.06%▲ 1.47%▲ 0.26%
▼ 1.12%▼ 0.86%▲ 2.58%
▲ 0.60%▼ 4.94%▼ 5.45%
▲ 12.62%▲ 7.63%▲ 2.80%
Recent Activity
iShares 0-3 Month Treasury Bond ETF
5.9%
▲ 0.05%
20
Sell
Mar 26, 2026
Haemonetics
8.37%
▼ 1.19%
21
Buy
Mar 26, 2026
Schwab US Dividend Equity ETF
32.99%
▲ 22.51%
78
Buy
Mar 23, 2026
Vanguard S&P 500 ETF
44.84%
▲ 41.89%
62
Buy
Mar 23, 2026
Vanguard Total International Stock ETF
0.85%
▲ 5.04%
9
Buy
Mar 23, 2026
Salesforce
0.62%
▼ 39.16%
16
Buy
Mar 23, 2026
Microsoft
0.71%
▲ 55.37%
6
Buy
Mar 23, 2026
International Business Machines
0.68%
▼ 11.30%
10
Buy
Mar 23, 2026
Nike
0.58%
▼ 27.52%
23
Buy
Mar 23, 2026
Visa
0.71%
▼ 4.62%
22
Buy
Mar 23, 2026
UnitedHealth
0.79%
▼ 1.08%
25
Buy
Mar 23, 2026
Apple
0.72%
▲ 1.95%
19
Buy
Mar 23, 2026
Amgen
0.7%
▲ 7.54%
23
Buy
Mar 23, 2026
Merck & Company
0.72%
▲ 24.25%
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
0.8%
▲ 27.04%
8
Sell
Mar 09, 2026
Johnson & Johnson
―
▲ 13.71%
6
Close
Feb 27, 2025
AbbVie
―
▲ 16.94%
29
Close
Feb 20, 2025