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ROTH IRA - New Portfolio

VivienneR

ROTH IRA
Individual Investor
Ranked #216,800 out of 835,879 TipRanks' Investors
Success Rate
55%
104 out of 189
profitable transactions
Average Return
26.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.85%
6-Month Return▲ 61.19%
12-Month Return▲ 98.00%
YTD Return▲ 1.74%
Total Return▲ 269.39%

Best Trade

Opened at
Closed at
Gain▲ 721.37%

Bio

My Roth holding tech growth

Performance

19.25%0-19.25%
▲ 9.25%
▲ 5.14%
▲ 7.22%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 16.64%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 19.25%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 19.03%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 9.61%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 9.15%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.11%
Dec 2025
▲ 1.26%
▲ 1.12%
▲ 1.74%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 7.22%
▲ 7.60%▲ 2.30%▲ 16.64%
▲ 2.76%▲ 2.05%▲ 19.25%
▲ 12.88%▲ 3.56%▲ 19.03%
▲ 10.96%▲ 2.38%▲ 9.61%
▼ 3.57%▲ 0.19%▼ 9.15%
▼ 0.10%▲ 0.08%▼ 1.11%
▲ 1.26%▲ 1.12%▲ 1.74%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AppLovin
7.86%
▲ 19.71%
33
Sell
Jan 07, 2026
Reddit Inc Class A
17.73%
▲ 11.10%
26
Sell
Jan 07, 2026
Bloom Energy
6.55%
▲ 31.22%
23
Sell
Jan 07, 2026
GE Vernova Inc.
12.04%
▲ 20.89%
4
Sell
Jan 07, 2026
Cloudflare
5.53%
▼ 1.29%
3
Sell
Jan 07, 2026
Astera Labs, Inc.
10.55%
▲ 93.20%
29
Sell
Dec 29, 2025
Credo Technology Group Holding Ltd
8.89%
▲ 2.56%
10
Buy
Dec 26, 2025
CoreWeave
4.68%
▼ 10.06%
5
Buy
Dec 26, 2025
Micron
5.35%
▲ 75.25%
19
Buy
Dec 19, 2025
Nvidia
9.91%
▲ 212.36%
15
Buy
Nov 17, 2025
IREN
▼ 8.34%
2
Close
Nov 12, 2025
Palantir Technologies
▲ 21.64%
5
Close
Nov 11, 2025
Innodata
▼ 12.36%
4
Sell
Nov 08, 2025
IShares Bitcoin Trust Registered
▼ 1.61%
8
Close
Nov 01, 2025
Riot Platforms
▼ 1.73%
7
Sell
Nov 01, 2025
Oklo Inc
▼ 8.86%
3
Close
Oct 22, 2025
iShares 0-3 Month Treasury Bond ETF
▼ 0.01%
6
Close
Oct 17, 2025
BitMine Immersion Technologies
▼ 26.40%
4
Sell
Oct 04, 2025
Lumentum Holdings
▼ 6.40%
2
Sell
Sep 26, 2025
NuScale Power
▼ 7.58%
2
Close
Sep 26, 2025