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Roth IRA - New Portfolio

Roth IRA
Individual Investor
Ranked #119,786 out of 810,248 TipRanks' Investors
Success Rate
67%
87 out of 129
profitable transactions
Average Return
13.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.23%
6-Month Return▲ 5.58%
12-Month Return▲ 32.48%
YTD Return▲ 9.32%
Total Return▲ 13.81%

Best Trade

Opened at
Closed at
Gain▲ 198.55%

Bio

Performance

8.50%0-8.50%
▼ 3.08%
Dec 2024
▲ 6.15%
Jan 2025
▼ 0.05%
Feb 2025
▼ 8.50%
Mar 2025
▼ 2.66%
Apr 2025
▲ 7.39%
May 2025
▲ 4.68%
Jun 2025
▲ 2.91%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 3.08%
▲ 6.15%
▼ 0.05%
▼ 8.50%
▼ 2.66%
▲ 7.39%
▲ 4.68%
▲ 2.91%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
FedEx
▲ 10.81%
5
Close
Jul 26, 2025
Amazon
▲ 63.34%
5
Close
Jul 25, 2025
T Mobile US
▲ 9.86%
3
Close
Jul 25, 2025
Nestle SA Reg
1.7%
0.00%
1
Buy
Jul 25, 2025
Chipotle
4.31%
▼ 5.90%
9
Buy
Jul 24, 2025
Thermo Fisher
▲ 16.43%
3
Sell
Jul 24, 2025
Nvidia
2.56%
▲ 20.77%
7
Sell
Jul 23, 2025
Veolia Environnement
1.33%
▼ 3.37%
2
Buy
Jul 23, 2025
Comcast
1.86%
▲ 0.17%
5
Sell
Jul 23, 2025
PepsiCo
▲ 4.02%
9
Sell
Jul 22, 2025
Simulations Plus
0.49%
▼ 0.38%
1
Buy
Jul 22, 2025
Apple
5.72%
▲ 4.98%
5
Sell
Jul 21, 2025
Procter & Gamble
5.84%
▲ 0.77%
8
Buy
Jul 21, 2025
Eastman Chemical
2.89%
▲ 1.28%
4
Buy
Jul 21, 2025
Allstate
5.06%
▲ 0.48%
5
Buy
Jul 21, 2025
Zoetis
4.49%
▼ 0.59%
4
Buy
Jul 21, 2025
Waste Management
3.39%
▲ 2.16%
3
Buy
Jul 21, 2025
Verizon
2.38%
▲ 3.67%
2
Buy
Jul 18, 2025
Delta Air Lines
▲ 19.90%
4
Close
Jul 11, 2025
Accenture
3.14%
▼ 1.72%
1
Buy
Jul 11, 2025