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Roth Contributory IRA - New Portfolio

Investor Coleman

Roth Contributory IRA
Individual Investor
Ranked #300,148 out of 823,066 TipRanks' Investors
Success Rate
56%
71 out of 126
profitable transactions
Average Return
11.79%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 13.73%
6-Month Return▲ 88.04%
12-Month Return▲ 37.93%
YTD Return▲ 42.30%
Total Return▲ 13.43%

Best Trade

Opened at
Closed at-
Gain▲ 142.42%

Bio

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

Performance

17.32%0-17.32%
▼ 6.38%
▼ 5.57%
▼ 16.60%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 17.32%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 14.09%
May 2025
▲ 9.25%
▲ 5.14%
▲ 6.68%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 5.40%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 5.02%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 16.78%
Sep 2025
▲ 0.54%
▼ 0.47%
▲ 5.15%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 16.60%
▲ 0.80%▼ 0.87%▲ 17.32%
▲ 11.63%▲ 6.28%▲ 14.09%
▲ 9.25%▲ 5.14%▲ 6.68%
▲ 7.60%▲ 2.30%▲ 5.40%
▲ 2.76%▲ 2.05%▲ 5.02%
▲ 12.88%▲ 3.56%▲ 16.78%
▲ 0.54%▼ 0.47%▲ 5.15%

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
7.37%
▲ 2.79%
6
Buy
Jul 25, 2025
Global X Russell 2000 Covered Call ETF
7.43%
▲ 2.89%
7
Buy
Jul 25, 2025
YieldMax NVDA Option Income Strategy ETF
11.94%
▼ 4.28%
4
Buy
Jul 25, 2025
YieldMax TSLA Option Income Strategy ETF
29.01%
▲ 4.76%
11
Buy
Jul 23, 2025
Nvidia
▲ 62.73%
6
Sell
Jul 18, 2025
Oracle
▲ 71.21%
3
Sell
Jul 18, 2025
Archer Aviation
3.99%
▲ 37.02%
3
Sell
Jul 17, 2025
U.S. GoldMining Inc.
11.63%
▲ 47.46%
5
Buy
Jul 11, 2025
Almonty Industries
▲ 111.21%
2
Sell
Jul 10, 2025
Grab
4.21%
▲ 5.39%
5
Sell
Jul 07, 2025
Uranium Royalty Corp
3.63%
▲ 84.32%
3
Buy
Jul 03, 2025
Perpetua Resources
0.78%
▲ 120.37%
2
Sell
Jul 03, 2025
Arbe Robotics
4.69%
▲ 7.81%
4
Buy
Jul 03, 2025
Palantir Technologies
2.62%
▲ 115.59%
2
Buy
Jul 03, 2025
Schwab US TIPS ETF
5.37%
▲ 2.51%
3
Buy
Jun 20, 2025
Blue Owl Capital
2.29%
▼ 11.77%
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