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Roth IRA - New Portfolio

Alex Bryant

Roth IRA
Individual Investor
Ranked #177,077 out of 858,971 TipRanks' Investors
Success Rate
65%
58 out of 89
profitable transactions
Average Return
15.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.84%
6-Month Return▲ 6.06%
12-Month Return▲ 65.62%
YTD Return▲ 3.33%
Total Return▲ 54.44%

Best Trade

Opened at
Closed at-
Gain▲ 101.86%

Bio

Technology and Information, Semiconductors.

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 8.07%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 8.28%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 5.25%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.59%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.32%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 3.22%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.50%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 10.34%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 8.07%
▲ 10.96%▲ 2.38%▲ 8.28%
▼ 3.68%▲ 0.19%▼ 5.25%
▼ 0.10%▲ 0.08%▲ 1.59%
▲ 4.06%▲ 1.47%▲ 1.32%
▼ 1.12%▼ 0.86%▼ 3.22%
▲ 0.60%▼ 4.94%▼ 4.50%
▲ 7.53%▲ 5.50%▲ 10.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AutoZone
6.25%
▼ 4.28%
1
Open
Jan 21, 2026
Amazon
2.13%
▲ 7.54%
5
Buy
Jan 20, 2026
Columbia Seligman Technology and Information Fund Class I2
▲ 52.13%
8
Close
Jan 14, 2026
Fidelity Blue Chip Growth Fund
▲ 21.32%
9
Close
Jan 14, 2026
Vanguard Ultra-Short Bond ETF
6.64%
▲ 0.91%
2
Buy
Jan 14, 2026
Meta Platforms
2.26%
▼ 1.85%
2
Buy
Jan 11, 2026
Capital One Financial
1.4%
▼ 17.86%
2
Buy
Jan 11, 2026
JPMorgan Chase
1.67%
▼ 3.31%
2
Buy
Jan 11, 2026
GE Aerospace
1.66%
▼ 2.46%
2
Buy
Jan 11, 2026
Costco
1.74%
▲ 4.15%
1
Open
Jan 11, 2026
TSMC
0.66%
▲ 16.85%
4
Open
Dec 24, 2025
Broadcom
2.03%
▲ 13.81%
3
Open
Dec 24, 2025
Nvidia
1.68%
▲ 11.30%
5
Buy
Dec 24, 2025
Microsoft
1.37%
▼ 20.87%
2
Buy
Dec 24, 2025
Oracle
1.66%
▼ 20.99%
2
Buy
Dec 24, 2025
Advanced Micro Devices
0.88%
▲ 14.78%
1
Open
Dec 24, 2025
Fidelity Blue Chip Growth ETF
▲ 10.42%
10
Close
Dec 11, 2025
GE Vernova Inc.
1.76%
▲ 40.93%
1
Open
Dec 11, 2025
Global X Artificial Intelligence & Technology ETF
▼ 9.80%
2
Close
Mar 13, 2025
Cheniere Energy
▼ 7.68%
2
Close
Jan 22, 2025