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Roth IRA -5964 - New Portfolio

Doug

Roth IRA -5964
Individual Investor
Ranked #443,113 out of 769,291 TipRanks' Investors
Success Rate
34%
12 out of 35
profitable transactions
Average Return
-4.30%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.12%
6-Month Return▲ 8.39%
12-Month Return-
YTD Return▼ 9.60%
Total Return▼ 9.60%

Best Trade

Opened at
Closed at-
Gain▲ 93.36%

Bio

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 31.78%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 18.95%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.92%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 8.25%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.05%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.91%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 4.01%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 5.60%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 31.78%
▲ 11.46%▲ 5.06%▲ 18.95%
▼ 2.25%▲ 3.53%▼ 4.92%
▲ 25.72%▲ 1.21%▲ 8.25%
▼ 4.22%▲ 2.34%▲ 1.05%
▲ 7.82%▲ 2.10%▲ 0.91%
▲ 5.70%▼ 0.89%▼ 4.01%
▲ 37.60%▲ 4.40%▲ 5.60%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Verizon
▼ 16.78%
5
Sell
Nov 20, 2024
SoundHound AI, Inc Class A
11.97%
▼ 13.40%
4
Buy
Nov 19, 2024
AI Technology Group
▼ 99.62%
2
Close
Nov 19, 2024
ARMOUR Residential REIT
5.25%
▼ 1.76%
10
Buy
Oct 31, 2024
Frontline
1.17%
▲ 2.88%
5
Buy
Oct 22, 2024
Mobileye Global, Inc. Class A
26.08%
▲ 28.07%
1
Buy
Oct 19, 2024
W. P. Carey Inc.
2.99%
▼ 10.66%
3
Buy
Oct 15, 2024
Trinity Capital
5.45%
▼ 7.99%
5
Buy
Oct 15, 2024
Riot Platforms
8.93%
▲ 38.35%
1
Buy
Oct 12, 2024
Schlumberger
32.1%
▲ 3.67%
1
Buy
Sep 28, 2024
Shift4 Payments
▲ 23.60%
2
Sell
Sep 24, 2024
AllianceBernstein
▼ 2.68%
2
Close
Aug 08, 2024
AGNC Investment
▲ 2.56%
3
Close
Aug 08, 2024