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ROTH IRA - New Portfolio

VivienneR

ROTH IRA
Individual Investor
Ranked #105,846 out of 804,570 TipRanks' Investors
Success Rate
59%
60 out of 101
profitable transactions
Average Return
24.82%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.58%
6-Month Return▲ 17.95%
12-Month Return▲ 9.39%
YTD Return▲ 22.15%
Total Return▲ 112.01%

Best Trade

Opened at
Closed at
Gain▲ 721.37%

Bio

My Roth holding tech growth

Performance

30.92%0-30.92%
▲ 25.97%
▲ 5.96%
▲ 5.66%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 2.87%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 9.17%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.34%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 11.57%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 2.18%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 30.92%
May 2025
▲ 4.35%
▲ 1.13%
▲ 2.07%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 5.66%
▲ 5.10%▼ 2.41%▼ 2.87%
▲ 6.03%▲ 2.69%▲ 9.17%
▼ 12.86%▼ 1.27%▼ 7.34%
▼ 1.80%▼ 5.57%▼ 11.57%
▲ 1.83%▼ 0.87%▲ 2.18%
▲ 12.21%▲ 6.28%▲ 30.92%
▲ 4.35%▲ 1.13%▲ 2.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Astera Labs, Inc.
16.47%
▲ 22.77%
14
Buy
Jun 20, 2025
AppLovin
15.96%
▲ 4.10%
19
Buy
Jun 20, 2025
Nebius Group
▼ 21.85%
4
Close
Jun 19, 2025
Rubrik, Inc. Class A
10.51%
▲ 37.73%
3
Buy
Jun 18, 2025
TransMedics Group
13.37%
▼ 1.03%
8
Buy
Jun 18, 2025
Credo Technology Group Holding Ltd
2.1%
▲ 0.91%
1
Buy
Jun 18, 2025
Micron
▲ 80.35%
18
Sell
Jun 08, 2025
Nvidia
10.82%
▲ 169.70%
14
Sell
May 28, 2025
Trade Desk
▲ 3.62%
3
Close
May 25, 2025
Reddit Inc Class A
▼ 4.27%
9
Sell
May 24, 2025
Axon Enterprise
▲ 21.74%
4
Close
May 22, 2025
Meta Platforms
▼ 13.96%
3
Sell
Apr 06, 2025
Shopify
▼ 1.67%
16
Close
Apr 05, 2025
CrowdStrike Holdings
9.6%
▲ 44.36%
5
Sell
Mar 20, 2025
Alphabet Class A
▼ 3.82%
3
Sell
Mar 14, 2025
Palantir Technologies
▲ 27.93%
3
Sell
Mar 11, 2025
IShares Bitcoin Trust Registered
▼ 3.14%
4
Sell
Mar 04, 2025
Advanced Micro Devices
▲ 10.99%
4
Close
Jan 01, 2025
Shopify
▲ 116.75%
7
Sell
Nov 26, 2024
iShares 0-3 Month Treasury Bond ETF
▼ 0.04%
4
Close
Nov 05, 2024