Roth IRA - New Portfolio
ZACHARY
Roth IRAIndividual Investor
Ranked #352,329 out of 861,598 TipRanks' Investors
Success Rate
252 out of 419
profitable transactions
profitable transactions
Average Return
4.29%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.70%
6-Month Return▲ 8.15%
12-Month Return▲ 14.93%
YTD Return▲ 2.35%
Total Return▲ 16.16%
Best Trade
Bio
Performance
16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▼ 1.14%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.67%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.94%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.83%
Jan 2026
▼ 1.27%
▼ 0.86%
▲ 1.69%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 8.39%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 5.45%
Apr 2026
▲ 4.91%
▲ 2.11%
▲ 0.33%
May 2026
▲ 10.96%▲ 2.38%▼ 1.14%
▼ 3.68%▲ 0.19%▲ 1.67%
▼ 0.10%▲ 0.08%▲ 1.94%
▲ 4.06%▲ 1.47%▲ 3.83%
▼ 1.27%▼ 0.86%▲ 1.69%
▲ 0.52%▼ 4.94%▼ 8.39%
▲ 16.06%▲ 10.51%▲ 5.45%
▲ 4.91%▲ 2.11%▲ 0.33%
Recent Activity
Procter & Gamble
―
▼ 3.00%
18
Close
May 07, 2026
Zoetis
―
▼ 18.98%
18
Close
May 07, 2026
Boston Scientific
3.74%
▼ 35.86%
7
Buy
May 06, 2026
JPMorgan Chase
2.82%
▲ 6.64%
8
Buy
Apr 30, 2026
Salesforce
2.02%
▲ 0.58%
8
Buy
Apr 23, 2026
Intuit
2.6%
▼ 5.51%
2
Buy
Apr 20, 2026
Progressive
3.5%
▼ 3.18%
5
Buy
Apr 10, 2026
Vanguard Small-Cap Growth ETF
6.19%
▼ 9.44%
5
Buy
Mar 31, 2026
Schwab U.S. Broad Market ETF
6.96%
▲ 9.17%
7
Buy
Mar 30, 2026
Netflix
―
▼ 9.24%
14
Close
Mar 24, 2026
Vanguard FTSE Developed Markets ETF
3.16%
▼ 14.71%
4
Buy
Mar 24, 2026
UnitedHealth
4.12%
▲ 25.92%
2
Buy
Mar 17, 2026
Microsoft
6.47%
▼ 11.86%
14
Buy
Mar 12, 2026
iShares MSCI UAE ETF
1.78%
▲ 5.34%
8
Buy
Mar 06, 2026
Avantis U.S. Small Cap Value ETF
3.21%
▼ 12.41%
4
Buy
Mar 06, 2026
Schwab International Equity ETF
4.87%
▲ 6.00%
4
Buy
Mar 05, 2026
Visa
2.85%
▲ 4.16%
12
Buy
Mar 02, 2026
Schwab Emerging Markets Equity ETF
2.51%
▲ 23.09%
5
Buy
Feb 19, 2026
Palo Alto Networks
4.9%
▲ 5.48%
9
Buy
Feb 18, 2026
Costco
2.22%
▲ 4.72%
3
Buy
Feb 13, 2026