Roth IRA -5964 - New Portfolio

Doug

Roth IRA -5964
Individual Investor
Ranked #475,779 out of 757,311 TipRanks' Investors
Success Rate
59%
10 out of 17
profitable transactions
Average Return
-2.18%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.06%
6-Month Return▼ 39.50%
12-Month Return-
YTD Return▼ 10.41%
Total Return▼ 10.41%

Best Trade

Opened at
Closed at-
Gain▲ 19.40%

Bio

Performance

31.78%0-31.78%
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.71%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 31.78%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 18.96%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.91%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 8.25%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.05%
Aug 2024
▲ 1.03%
▼ 0.11%
▲ 1.37%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%▲ 4.71%
▼ 12.40%▼ 4.03%▼ 31.78%
▲ 11.46%▲ 5.06%▲ 18.96%
▼ 2.25%▲ 3.53%▼ 4.91%
▲ 25.76%▲ 1.21%▲ 8.25%
▼ 4.21%▲ 2.34%▲ 1.05%
▲ 1.03%▼ 0.11%▲ 1.37%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ARMOUR Residential REIT
1.64%
▲ 4.18%
3
Buy
Aug 29, 2024
Frontline
1.43%
▼ 1.64%
3
Buy
Aug 14, 2024
Trinity Capital
5.97%
▼ 3.69%
3
Buy
Aug 14, 2024
Verizon
5.27%
▲ 8.11%
2
Buy
Aug 14, 2024
AllianceBernstein
▼ 2.68%
2
Sell
Aug 08, 2024
AGNC Investment
▲ 2.56%
3
Sell
Aug 08, 2024
W. P. Carey Inc.
3.83%
▲ 6.88%
2
Sell
Aug 07, 2024
Shift4 Payments
73.2%
▲ 19.40%
1
Buy
Apr 20, 2024
SoundHound AI, Inc Class A
8.54%
▼ 41.16%
2
Buy
Mar 23, 2024