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Roth Contributory IRA - New Portfolio
Investor Coleman
Roth Contributory IRAIndividual Investor
Ranked #211,376 out of 769,291 TipRanks' Investors
Success Rate
42 out of 64
profitable transactions
profitable transactions
Average Return
2.37%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.38%
6-Month Return▲ 17.01%
12-Month Return-
YTD Return▼ 16.11%
Total Return▼ 16.11%
Best Trade
Bio
Self taught growth/dividend investor beating the S&P one day at a time.
Performance
37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 8.50%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.49%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.08%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.43%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 4.95%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.90%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.17%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 2.63%
Nov 2024
▼ 12.40%▼ 4.03%▼ 8.50%
▲ 11.46%▲ 5.06%▲ 1.49%
▼ 2.25%▲ 3.53%▼ 0.08%
▲ 25.72%▲ 1.21%▲ 5.43%
▼ 4.22%▲ 2.34%▲ 4.95%
▲ 7.82%▲ 2.10%▲ 0.90%
▲ 5.70%▼ 0.89%▼ 0.17%
▲ 37.60%▲ 4.40%▲ 2.63%
Recent Activity
Nvidia
3.26%
▲ 45.27%
1
Buy
Aug 08, 2024
PulteGroup
―
▲ 5.87%
3
Close
Aug 07, 2024
General Motors
4.01%
▲ 25.42%
4
Buy
Aug 07, 2024
Procter & Gamble
―
▲ 2.78%
4
Sell
Aug 07, 2024
Starbucks
4.28%
▲ 25.85%
5
Buy
Aug 07, 2024
Chevron
5.76%
▼ 3.89%
6
Buy
Aug 06, 2024
Coca-Cola
5.91%
▲ 1.07%
5
Buy
Aug 06, 2024
Sirius XM Holdings
3.89%
▼ 16.05%
9
Buy
Aug 06, 2024
Occidental Petroleum
3.42%
▼ 6.50%
4
Buy
Aug 06, 2024
SoFi Select 500 ETF
14.52%
▲ 33.06%
3
Buy
Aug 06, 2024
iShares Core Total USD Bond Market ETF
17.27%
▲ 0.80%
6
Buy
Aug 06, 2024
VICI Properties
4.73%
▲ 2.31%
1
Buy
Aug 06, 2024
Invitae
―
▼ 97.07%
2
Close
Aug 05, 2024
Visa
―
▼ 6.17%
5
Close
Aug 05, 2024
Verizon
26.32%
▲ 5.40%
10
Buy
Aug 05, 2024
Intel
―
▼ 34.04%
2
Sell
Jul 22, 2024
Apple Hospitality REIT
5.98%
▲ 6.60%
2
Buy
May 20, 2024