Education
About Us
Working with TipRanks
Follow Us
Roth Dividends - New Portfolio
JRC Cruz
Roth DividendsIndividual Investor
Ranked #102,724 out of 809,087 TipRanks' Investors
Success Rate
270 out of 380
profitable transactions
profitable transactions
Average Return
8.53%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.46%
6-Month Return▲ 0.91%
12-Month Return▲ 5.48%
YTD Return▲ 3.26%
Total Return▲ 25.86%
Best Trade
Bio
Roth Portfolio
Performance
21.44%0-21.44%
▲ 5.10%
▼ 2.41%
▼ 4.83%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 2.66%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.43%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.01%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 4.02%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 3.59%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.73%
Jun 2025
▲ 21.44%
▲ 1.57%
▲ 1.17%
Jul 2025
▲ 5.10%▼ 2.41%▼ 4.83%
▲ 6.03%▲ 2.69%▲ 2.66%
▼ 12.86%▼ 1.27%▲ 0.43%
▼ 1.80%▼ 5.57%▼ 4.01%
▲ 1.84%▼ 0.87%▼ 4.02%
▲ 12.20%▲ 6.28%▲ 3.59%
▲ 6.24%▲ 5.14%▲ 3.73%
▲ 21.44%▲ 1.57%▲ 1.17%
Recent Activity
Johnson & Johnson
―
▲ 13.71%
6
Close
Feb 27, 2025
Bank of America
3.12%
▲ 4.21%
15
Buy
Feb 26, 2025
Vanguard S&P 500 ETF
56.09%
▲ 29.73%
59
Buy
Feb 26, 2025
Microsoft
3.75%
▲ 26.48%
2
Buy
Feb 26, 2025
Amazon
3.04%
▲ 5.06%
1
Buy
Feb 26, 2025
Salesforce
2.47%
▼ 21.15%
13
Buy
Feb 25, 2025
AbbVie
―
▲ 16.94%
29
Sell
Feb 20, 2025
Schwab US Dividend Equity ETF
28.6%
▲ 8.74%
75
Buy
Feb 18, 2025
Berkshire Hathaway B
2.93%
▲ 1.91%
2
Buy
Feb 03, 2025
Vanguard Total Bond Market ETF
―
▼ 1.34%
8
Close
Jan 31, 2025
Realty Income
―
▲ 49.15%
13
Close
Jan 31, 2025
Defiance R2000 Enhanced Options Income ETF
―
▼ 6.00%
3
Close
Jan 31, 2025
Agco
―
▼ 20.55%
13
Close
Aug 29, 2024
Autoliv
―
▼ 15.13%
9
Close
Aug 29, 2024
AGNC Investment
―
▲ 4.17%
11
Close
Aug 04, 2024
Vanguard Total International Stock ETF
―
▲ 4.12%
7
Close
Jul 17, 2024
Pfizer
―
▼ 4.83%
17
Close
Jun 22, 2024
Chevron
―
▲ 5.04%
24
Close
May 03, 2024
Exxon Mobil
―
▲ 8.40%
28
Close
May 03, 2024
Federal Agricultural
―
▲ 4.07%
6
Close
May 03, 2024