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Roth Contributory IRA - New Portfolio

Investor Coleman

Roth Contributory IRA
Individual Investor
Ranked #456,479 out of 785,038 TipRanks' Investors
Success Rate
36%
27 out of 76
profitable transactions
Average Return
-0.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.17%
6-Month Return▲ 4.98%
12-Month Return▼ 20.71%
YTD Return▼ 2.11%
Total Return▼ 22.02%

Best Trade

Opened at
Closed at-
Gain▲ 52.23%

Bio

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

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 5.43%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 4.94%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.90%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.87%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.62%
Nov 2024
▲ 5.91%
▼ 2.41%
▼ 6.18%
Dec 2024
▲ 4.65%
▲ 2.69%
▼ 6.54%
Jan 2025
▼ 13.09%
▲ 0.40%
▲ 4.73%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 5.43%
▼ 13.14%▲ 2.34%▲ 4.94%
▲ 2.93%▲ 2.10%▲ 0.90%
▲ 9.99%▼ 0.89%▼ 0.87%
▲ 26.04%▲ 5.96%▲ 4.62%
▲ 5.91%▼ 2.41%▼ 6.18%
▲ 4.65%▲ 2.69%▼ 6.54%
▼ 13.09%▲ 0.40%▲ 4.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Arbe Robotics
18.77%
▼ 8.86%
3
Buy
Jan 23, 2025
Oracle
0.9%
▲ 5.69%
1
Buy
Jan 21, 2025
Palantir Technologies
1.3%
▲ 52.23%
1
Buy
Jan 21, 2025
Uranium Energy
17.7%
▼ 4.46%
2
Buy
Jan 16, 2025
Uranium Royalty Corp
8.03%
▲ 6.07%
2
Buy
Jan 15, 2025
Archer Aviation
6.3%
▲ 0.55%
1
Buy
Jan 10, 2025
Perpetua Resources
16.37%
▼ 2.24%
1
Buy
Jan 09, 2025
General Motors
▲ 17.09%
5
Close
Jan 08, 2025
Starbucks
▲ 16.77%
6
Close
Jan 08, 2025
Chevron
▼ 5.56%
7
Sell
Jan 08, 2025
Coca-Cola
▼ 3.56%
6
Sell
Jan 08, 2025
Sirius XM Holdings
▼ 17.12%
10
Close
Jan 08, 2025
Apple Hospitality REIT
▼ 0.98%
3
Close
Jan 08, 2025
Occidental Petroleum
▼ 6.49%
5
Close
Jan 08, 2025
SoFi Select 500 ETF
▲ 31.90%
4
Sell
Jan 08, 2025
iShares Core Total USD Bond Market ETF
▼ 0.57%
7
Sell
Jan 08, 2025
Verizon
▼ 3.48%
11
Close
Jan 08, 2025
VICI Properties
▼ 7.55%
2
Close
Jan 08, 2025
Nvidia
▲ 38.80%
2
Close
Jan 08, 2025
Grab
15.91%
▼ 4.28%
1
Buy
Jan 07, 2025