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Roth Contributory IRA - New Portfolio

Investor Coleman

Roth Contributory IRA
Individual Investor
Ranked #410,084 out of 808,802 TipRanks' Investors
Success Rate
50%
59 out of 117
profitable transactions
Average Return
5.48%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 11.64%
6-Month Return▲ 19.70%
12-Month Return▲ 18.04%
YTD Return▲ 14.90%
Total Return▼ 8.41%

Best Trade

Opened at
Closed at
Gain▲ 111.21%

Bio

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

Performance

17.32%0-17.32%
▲ 5.10%
▼ 2.41%
▼ 6.10%
Dec 2024
▲ 6.03%
▲ 2.69%
▼ 0.23%
Jan 2025
▼ 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
▲ 14.83%
▲ 1.65%
▲ 9.75%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 6.10%
▲ 6.03%▲ 2.69%▼ 0.23%
▼ 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%
▲ 14.83%▲ 1.65%▲ 9.75%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
▲ 63.95%
6
Sell
Jul 18, 2025
Oracle
▲ 76.49%
3
Sell
Jul 18, 2025
Archer Aviation
5.02%
▲ 43.78%
3
Sell
Jul 17, 2025
YieldMax TSLA Option Income Strategy ETF
30.69%
▼ 2.87%
10
Buy
Jul 17, 2025
YieldMax NVDA Option Income Strategy ETF
9.79%
0.00%
1
Buy
Jul 17, 2025
U.S. GoldMining Inc.
9.05%
▼ 4.28%
5
Buy
Jul 11, 2025
Almonty Industries
▲ 111.21%
2
Sell
Jul 10, 2025
Grab
4.47%
▲ 1.90%
5
Sell
Jul 07, 2025
Uranium Royalty Corp
2.67%
▲ 13.36%
3
Buy
Jul 03, 2025
Uranium Energy
5.83%
▲ 16.74%
3
Buy
Jul 03, 2025
Perpetua Resources
0.54%
▲ 27.69%
2
Sell
Jul 03, 2025
Arbe Robotics
3.79%
▼ 27.37%
4
Buy
Jul 03, 2025
Palantir Technologies
2.73%
▲ 87.34%
2
Buy
Jul 03, 2025
Global X NASDAQ 100 Covered Call ETF
8.08%
▲ 0.85%
5
Buy
Jun 30, 2025
Global X Russell 2000 Covered Call ETF
7.24%
▲ 1.47%
5
Buy
Jun 30, 2025
Schwab US TIPS ETF
6.32%
▲ 0.69%
3
Buy
Jun 20, 2025
Blue Owl Capital
3.54%
▲ 13.85%
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