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Roth Contributory IRA - New Portfolio

Investor Coleman

Roth Contributory IRA
Individual Investor
Ranked #360,054 out of 819,158 TipRanks' Investors
Success Rate
55%
69 out of 126
profitable transactions
Average Return
8.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 15.68%
6-Month Return▲ 56.10%
12-Month Return▲ 24.45%
YTD Return▲ 28.28%
Total Return▲ 2.26%

Best Trade

Opened at
Closed at-
Gain▲ 149.51%

Bio

Self taught growth/dividend investor beating the S&P one day at a time.

Performance

27.92%0-27.92%
▼ 12.86%
▼ 1.27%
▼ 11.89%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 16.60%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 17.32%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 14.09%
May 2025
▲ 6.24%
▲ 5.14%
▲ 6.68%
Jun 2025
▲ 27.92%
▲ 2.30%
▲ 5.40%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 5.01%
Aug 2025
▲ 9.82%
▲ 3.18%
▲ 10.70%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 11.89%
▼ 1.80%▼ 5.57%▼ 16.60%
▲ 1.84%▼ 0.87%▲ 17.32%
▲ 12.20%▲ 6.28%▲ 14.09%
▲ 6.24%▲ 5.14%▲ 6.68%
▲ 27.92%▲ 2.30%▲ 5.40%
▲ 4.87%▲ 2.05%▲ 5.01%
▲ 9.82%▲ 3.18%▲ 10.70%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Uranium Energy
▲ 27.47%
4
Sell
Jul 26, 2025
Global X NASDAQ 100 Covered Call ETF
7.68%
▲ 2.61%
6
Buy
Jul 25, 2025
Global X Russell 2000 Covered Call ETF
7.7%
▲ 2.21%
7
Buy
Jul 25, 2025
YieldMax NVDA Option Income Strategy ETF
12.45%
▼ 4.40%
4
Buy
Jul 25, 2025
YieldMax TSLA Option Income Strategy ETF
32.36%
▲ 11.93%
11
Buy
Jul 23, 2025
Nvidia
▲ 62.73%
6
Sell
Jul 18, 2025
Oracle
▲ 71.21%
3
Sell
Jul 18, 2025
Archer Aviation
3.22%
▲ 5.79%
3
Sell
Jul 17, 2025
U.S. GoldMining Inc.
8.19%
▼ 0.50%
5
Buy
Jul 11, 2025
Almonty Industries
▲ 111.21%
2
Sell
Jul 10, 2025
Grab
4.74%
▲ 7.74%
5
Sell
Jul 07, 2025
Uranium Royalty Corp
3.3%
▲ 60.53%
3
Buy
Jul 03, 2025
Perpetua Resources
0.54%
▲ 47.32%
2
Sell
Jul 03, 2025
Arbe Robotics
3.34%
▼ 26.45%
4
Buy
Jul 03, 2025
Palantir Technologies
2.82%
▲ 121.89%
2
Buy
Jul 03, 2025
Schwab US TIPS ETF
5.6%
▲ 2.32%
3
Buy
Jun 20, 2025
Blue Owl Capital
2.8%
▲ 3.45%
1
Buy
May 27, 2025
General Motors
▲ 17.09%
5
Close
Jan 08, 2025
Starbucks
▲ 16.77%
6
Close
Jan 08, 2025
Chevron
▼ 5.56%
7
Close
Jan 08, 2025