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Roth Contributory IRA - New Portfolio

PerformancePortfolio Details

Investor Coleman

Roth Contributory IRA
Individual Investor
Ranked #530,768 out of 859,470 TipRanks' Investors
Success Rate
45%
57 out of 126
profitable transactions
Average Return
4.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.66%
6-Month Return▼ 6.90%
12-Month Return▲ 68.76%
YTD Return▲ 0.63%
Total Return▲ 3.54%

Best Trade

AssetPerpetua Re... (PPTA)
Opened at
Closed at-
Gain▲ 172.75%

Bio

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

Performance

16.78%0-16.78%
▲ 12.88%
▲ 3.56%
▲ 16.78%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 5.59%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 8.09%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.72%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 5.74%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 6.30%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 7.09%
Mar 2026
▲ 14.43%
▲ 9.20%
▲ 9.32%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 16.78%
▲ 10.96%▲ 2.38%▲ 5.59%
▼ 3.68%▲ 0.19%▼ 8.09%
▼ 0.10%▲ 0.08%▼ 1.72%
▲ 4.06%▲ 1.47%▲ 5.74%
▼ 1.12%▼ 0.86%▼ 6.30%
▲ 0.60%▼ 4.94%▼ 7.09%
▲ 14.43%▲ 9.20%▲ 9.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
UEC
Uranium Energy
―
▲ 27.47%
4
Sell
Jul 26, 2025
QYLD
Global X NASDAQ 100 Covered Call ETF
9.51%
▲ 7.41%
6
Buy
Jul 25, 2025
RYLD
Global X Russell 2000 Covered Call ETF
9.33%
▲ 4.10%
7
Buy
Jul 25, 2025
NVDY
YieldMax NVDA Option Income Strategy ETF
12.82%
▼ 17.01%
4
Buy
Jul 25, 2025
TSLY
YieldMax TSLA Option Income Strategy ETF
24.78%
▼ 23.71%
11
Buy
Jul 23, 2025
NVDA
Nvidia
―
▲ 62.73%
6
Sell
Jul 18, 2025
ORCL
Oracle
―
▲ 71.21%
3
Sell
Jul 18, 2025
ACHR
Archer Aviation
2.22%
▼ 34.44%
3
Sell
Jul 17, 2025
USGO
U.S. GoldMining Inc.
13.89%
▲ 43.36%
5
Buy
Jul 11, 2025
AII
Almonty Industries
―
▲ 111.21%
2
Sell
Jul 10, 2025
GRAB
Grab
3.4%
▼ 3.43%
5
Sell
Jul 07, 2025
UROY
Uranium Royalty Corp
3.99%
▲ 57.06%
3
Buy
Jul 03, 2025
PPTA
Perpetua Resources
1.14%
▲ 172.75%
2
Sell
Jul 03, 2025
ARBE
Arbe Robotics
1.75%
▼ 61.86%
4
Buy
Jul 03, 2025
PLTR
Palantir Technologies
2.52%
▲ 78.10%
2
Buy
Jul 03, 2025
SCHP
Schwab US TIPS ETF
6.7%
▲ 1.83%
3
Buy
Jun 20, 2025
OWL
Blue Owl Capital
1.63%
▼ 46.09%
1
Buy
May 27, 2025
GM
General Motors
―
▲ 17.09%
5
Close
Jan 08, 2025
SBUX
Starbucks
―
▲ 16.77%
6
Close
Jan 08, 2025
CVX
Chevron
―
▼ 5.56%
7
Close
Jan 08, 2025