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Roth IRA - New Portfolio
ZACHARY
Roth IRAIndividual Investor
Ranked #345,602 out of 849,653 TipRanks' Investors
Success Rate
209 out of 355
profitable transactions
profitable transactions
Average Return
5.11%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.06%
6-Month Return▲ 3.15%
12-Month Return▲ 9.77%
YTD Return▲ 2.26%
Total Return▲ 15.89%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 4.66%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.20%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.14%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 1.76%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 1.14%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 1.57%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.94%
Dec 2025
▲ 3.05%
▲ 1.43%
▲ 2.26%
Jan 2026
▲ 9.25%▲ 5.14%▲ 4.66%
▲ 7.60%▲ 2.30%▼ 0.20%
▲ 2.76%▲ 2.05%▲ 2.14%
▲ 12.88%▲ 3.56%▼ 1.76%
▲ 10.96%▲ 2.38%▼ 1.14%
▼ 3.58%▲ 0.19%▲ 1.57%
▼ 0.10%▲ 0.08%▲ 1.94%
▲ 3.05%▲ 1.43%▲ 2.26%
Recent Activity
Honeywell International
―
▼ 15.13%
7
Sell
Jan 16, 2026
Boston Scientific
3.25%
▼ 6.43%
4
Buy
Jan 15, 2026
Air Liquide
2.27%
▼ 2.09%
2
Buy
Jan 15, 2026
Intuitive Surgical
2.63%
▼ 1.20%
1
Buy
Jan 15, 2026
2x Long VIX Futures ETF
2.07%
▲ 2.85%
33
Sell
Jan 14, 2026
Visa
3.24%
▲ 6.89%
11
Buy
Jan 13, 2026
Verizon
1.91%
▲ 1.25%
7
Buy
Jan 13, 2026
Progressive
3.48%
▼ 2.21%
3
Buy
Jan 13, 2026
Franklin FTSE Latin America ETF
1.31%
▲ 6.42%
4
Buy
Jan 09, 2026
Nestle SA Reg
1.15%
▲ 2.72%
5
Buy
Jan 08, 2026
BlackSky Technology
―
▲ 54.69%
11
Sell
Jan 08, 2026
United Rentals
―
▲ 4.93%
2
Sell
Jan 08, 2026
Smithfield Foods
2.9%
▲ 7.09%
7
Buy
Jan 07, 2026
Versant Media Group
0.08%
▼ 1.53%
1
Buy
Jan 07, 2026
Microsoft
5.66%
▼ 8.22%
11
Buy
Jan 02, 2026
Zoetis
3.38%
▼ 10.84%
15
Buy
Jan 02, 2026
Palo Alto Networks
3.69%
▲ 2.18%
7
Buy
Jan 02, 2026
Netflix
3.68%
▼ 27.53%
7
Buy
Jan 02, 2026
SAP AG
3.45%
▼ 7.62%
4
Buy
Jan 02, 2026
JPMorgan Chase
―
▲ 8.80%
5
Close
Jan 01, 2026