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Rollover IRA - New Portfolio

Timothy Backe

Rollover IRA
Individual Investor
Ranked #489,311 out of 812,492 TipRanks' Investors
Success Rate
39%
75 out of 193
profitable transactions
Average Return
0.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Returnâ–² 7.29%
6-Month Returnâ–² 15.21%
12-Month Returnâ–² 46.09%
YTD Returnâ–² 20.59%
Total Returnâ–¼ 56.68%

Best Trade

Opened at
Closed at
Gainâ–² 407.05%

Bio

Performance

27.87%0-27.87%
â–² 6.03%
â–² 2.69%
â–² 3.81%
Jan 2025
â–¼ 12.86%
â–¼ 1.27%
â–¼ 12.59%
Feb 2025
â–¼ 1.80%
â–¼ 5.57%
â–² 14.38%
Mar 2025
â–² 1.84%
â–¼ 0.87%
â–¼ 0.78%
Apr 2025
â–² 12.20%
â–² 6.28%
â–² 7.96%
May 2025
â–² 6.24%
â–² 5.14%
â–² 0.79%
Jun 2025
â–² 27.87%
â–² 2.30%
â–² 3.61%
Jul 2025
â–² 1.33%
â–² 0.03%
â–² 3.86%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
â–² 6.03%â–² 2.69%â–² 3.81%
â–¼ 12.86%â–¼ 1.27%â–¼ 12.59%
â–¼ 1.80%â–¼ 5.57%â–² 14.38%
â–² 1.84%â–¼ 0.87%â–¼ 0.78%
â–² 12.20%â–² 6.28%â–² 7.96%
â–² 6.24%â–² 5.14%â–² 0.79%
â–² 27.87%â–² 2.30%â–² 3.61%
â–² 1.33%â–² 0.03%â–² 3.86%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
TransMedics Group
―
â–² 2.75%
22
Close
Aug 08, 2025
Aspen Aerogels
―
â–¼ 12.50%
15
Close
Aug 08, 2025
Shift4 Payments
―
â–¼ 5.29%
4
Close
Aug 08, 2025
Celsius Holdings
―
â–² 10.30%
2
Sell
Aug 08, 2025
Nu Holdings
4.86%
â–¼ 1.65%
15
Buy
Aug 07, 2025
Teladoc
―
â–¼ 0.36%
2
Close
Aug 07, 2025
Coupang
7.33%
â–¼ 1.12%
1
Buy
Aug 07, 2025
Grab
―
â–² 10.16%
5
Close
Aug 06, 2025
AeroVironment
―
â–² 6.59%
4
Close
Aug 06, 2025
AppLovin
6.01%
â–¼ 3.74%
6
Buy
Aug 06, 2025
Penumbra
―
â–² 3.78%
2
Close
Aug 06, 2025
Peabody Energy Comm
―
â–² 7.76%
2
Close
Aug 06, 2025
Bioline RX Ltd Sponsored ADR
―
â–¼ 16.71%
7
Close
Aug 01, 2025
Harrow Health
―
â–¼ 0.92%
6
Close
Aug 01, 2025
Reynolds Consumer Products
―
â–² 2.83%
2
Close
Aug 01, 2025
SoFi
―
â–² 53.47%
6
Close
Jul 30, 2025
Iris Energy
―
â–¼ 3.55%
2
Close
Jul 29, 2025
Unity Software
―
â–² 44.67%
2
Close
Jul 24, 2025
Oscar Health
―
â–¼ 9.62%
4
Sell
Jul 19, 2025
Lucid Group
―
â–² 3.58%
2
Close
Jul 19, 2025