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Roth IRA - New Portfolio
ZACHARY
Roth IRAIndividual Investor
Ranked #338,169 out of 831,094 TipRanks' Investors
Success Rate
175 out of 301
profitable transactions
profitable transactions
Average Return
5.45%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.00%
6-Month Return▲ 4.02%
12-Month Return▲ 3.54%
YTD Return▲ 6.83%
Total Return▲ 11.19%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 7.39%
May 2025
▲ 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
▼ 3.44%
▲ 0.19%
▲ 1.57%
Nov 2025
▲ 0.26%
▲ 0.07%
▲ 0.01%
Dec 2025
▲ 11.63%▲ 6.28%▲ 7.39%
▲ 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%
▼ 3.44%▲ 0.19%▲ 1.57%
▲ 0.26%▲ 0.07%▲ 0.01%
Recent Activity
Zoetis
4.78%
▼ 14.53%
13
Buy
Dec 03, 2025
Visa
5.35%
▲ 8.06%
9
Buy
Dec 02, 2025
2x Long VIX Futures ETF
1.31%
▲ 15.84%
23
Buy
Dec 02, 2025
Smithfield Foods
2.49%
▼ 0.79%
5
Buy
Nov 26, 2025
Nvidia
2.91%
▲ 12.02%
11
Buy
Nov 25, 2025
Enterprise Products Partners
―
▲ 4.15%
8
Sell
Nov 22, 2025
JPMorgan Chase
3.04%
▲ 6.55%
4
Buy
Nov 21, 2025
Microsoft
4.65%
▼ 8.75%
8
Buy
Nov 21, 2025
Energy Transfer
3.94%
▲ 14.62%
5
Buy
Nov 20, 2025
Amazon
2.26%
▲ 23.43%
8
Buy
Nov 20, 2025
Palo Alto Networks
3.77%
▲ 2.03%
6
Buy
Nov 20, 2025
Comcast
4.39%
▼ 11.91%
15
Buy
Nov 19, 2025
Adobe
3.18%
▼ 0.30%
2
Buy
Nov 19, 2025
Honeywell International
2.51%
▼ 1.36%
4
Sell
Nov 19, 2025
Home Depot
3.48%
▲ 7.35%
1
Buy
Nov 19, 2025
Procter & Gamble
5.27%
▼ 4.75%
12
Buy
Nov 18, 2025
Netflix
4.04%
▼ 10.07%
3
Sell
Nov 17, 2025
SAP AG
3.95%
▼ 6.05%
3
Buy
Nov 17, 2025
Allstate
―
▲ 5.97%
10
Sell
Nov 14, 2025
BlackSky Technology
2.29%
▲ 32.56%
9
Buy
Nov 14, 2025