Roth IRA - New Portfolio
ZACHARY
Roth IRAIndividual Investor
Ranked #343,655 out of 859,217 TipRanks' Investors
Success Rate
246 out of 416
profitable transactions
profitable transactions
Average Return
4.01%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.13%
6-Month Return▲ 1.96%
12-Month Return▲ 21.14%
YTD Return▲ 2.04%
Total Return▲ 15.81%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 1.76%
Sep 2025
▲ 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
▼ 1.12%
▼ 0.86%
▲ 1.89%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 7.98%
Mar 2026
▲ 10.48%
▲ 6.78%
▲ 4.82%
Apr 2026
▲ 12.88%▲ 3.56%▼ 1.76%
▲ 10.96%▲ 2.38%▼ 1.14%
▼ 3.68%▲ 0.19%▲ 1.67%
▼ 0.10%▲ 0.08%▲ 1.94%
▲ 4.06%▲ 1.47%▲ 3.83%
▼ 1.12%▼ 0.86%▲ 1.89%
▲ 0.60%▼ 4.94%▼ 7.98%
▲ 10.48%▲ 6.78%▲ 4.82%
Recent Activity
Progressive
3.65%
▼ 3.28%
5
Buy
Apr 10, 2026
Vanguard Small-Cap Growth ETF
6.07%
▼ 13.61%
5
Buy
Mar 31, 2026
Schwab U.S. Broad Market ETF
6.86%
▲ 3.32%
7
Buy
Mar 30, 2026
Netflix
―
▼ 9.24%
14
Close
Mar 24, 2026
Vanguard FTSE Developed Markets ETF
3.2%
▼ 16.39%
4
Buy
Mar 24, 2026
UnitedHealth
3.67%
▲ 7.72%
2
Buy
Mar 17, 2026
Microsoft
6.4%
▼ 15.53%
14
Buy
Mar 12, 2026
JPMorgan Chase
2.89%
▲ 7.35%
7
Buy
Mar 11, 2026
iShares MSCI UAE ETF
1.87%
▲ 6.19%
8
Buy
Mar 06, 2026
Avantis U.S. Small Cap Value ETF
3.21%
▼ 14.97%
4
Buy
Mar 06, 2026
Schwab International Equity ETF
4.94%
▲ 3.06%
4
Buy
Mar 05, 2026
Zoetis
3.67%
▼ 11.81%
17
Buy
Mar 03, 2026
Visa
2.9%
▲ 2.41%
12
Buy
Mar 02, 2026
Schwab Emerging Markets Equity ETF
2.5%
▲ 17.72%
5
Buy
Feb 19, 2026
Palo Alto Networks
4.5%
▼ 1.92%
9
Buy
Feb 18, 2026
Procter & Gamble
2.72%
▼ 4.90%
17
Buy
Feb 17, 2026
Costco
2.27%
▲ 2.46%
3
Buy
Feb 13, 2026
SAP AG
3.11%
▼ 28.83%
7
Sell
Feb 09, 2026
Boston Scientific
3.7%
▼ 26.91%
6
Buy
Feb 09, 2026
Energy Transfer
―
▲ 23.06%
6
Sell
Feb 07, 2026