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Roth Contributory IRA - New Portfolio

Investor Coleman

Roth Contributory IRA
Individual Investor
Ranked #471,693 out of 830,087 TipRanks' Investors
Success Rate
48%
60 out of 126
profitable transactions
Average Return
5.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 8.91%
6-Month Return▲ 29.22%
12-Month Return▲ 22.41%
YTD Return▲ 29.92%
Total Return▲ 3.56%

Best Trade

Opened at
Closed at-
Gain▲ 126.77%

Bio

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

Performance

17.32%0-17.32%
▲ 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
▲ 10.96%
▲ 2.38%
▲ 5.59%
Oct 2025
▼ 4.25%
▼ 0.35%
▼ 9.08%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▲ 10.96%▲ 2.38%▲ 5.59%
▼ 4.25%▼ 0.35%▼ 9.08%

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
8.48%
▲ 4.53%
6
Buy
Jul 25, 2025
Global X Russell 2000 Covered Call ETF
8.41%
▲ 2.95%
7
Buy
Jul 25, 2025
YieldMax NVDA Option Income Strategy ETF
12.32%
▼ 12.74%
4
Buy
Jul 25, 2025
YieldMax TSLA Option Income Strategy ETF
30.08%
▼ 4.02%
11
Buy
Jul 23, 2025
Nvidia
▲ 62.73%
6
Sell
Jul 18, 2025
Oracle
▲ 71.21%
3
Sell
Jul 18, 2025
Archer Aviation
2.65%
▼ 19.64%
3
Sell
Jul 17, 2025
U.S. GoldMining Inc.
9.34%
▲ 4.68%
5
Buy
Jul 11, 2025
Almonty Industries
▲ 111.21%
2
Sell
Jul 10, 2025
Grab
4.28%
▲ 2.26%
5
Sell
Jul 07, 2025
Uranium Royalty Corp
3.5%
▲ 57.06%
3
Buy
Jul 03, 2025
Perpetua Resources
0.81%
▲ 101.54%
2
Sell
Jul 03, 2025
Arbe Robotics
3.22%
▼ 34.68%
4
Buy
Jul 03, 2025
Palantir Technologies
2.78%
▲ 101.67%
2
Buy
Jul 03, 2025
Schwab US TIPS ETF
6.07%
▲ 2.32%
3
Buy
Jun 20, 2025
Blue Owl Capital
2.37%
▼ 19.27%
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