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Roth IRA - New Portfolio
Roth IRA
Individual Investor
Ranked #158,744 out of 803,756 TipRanks' Investors
Success Rate
53 out of 88
profitable transactions
profitable transactions
Average Return
15.02%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.92%
6-Month Return▼ 0.60%
12-Month Return▲ 14.22%
YTD Return▲ 2.87%
Total Return▲ 7.09%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 7.93%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 3.08%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 6.14%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.05%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.50%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 2.59%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 7.39%
May 2025
▲ 3.71%
▲ 1.29%
▲ 1.31%
Jun 2025
▲ 25.97%▲ 5.96%▲ 7.93%
▲ 5.10%▼ 2.41%▼ 3.08%
▲ 6.03%▲ 2.69%▲ 6.14%
▼ 12.86%▼ 1.27%▼ 0.05%
▼ 1.80%▼ 5.57%▼ 8.50%
▲ 1.83%▼ 0.87%▼ 2.59%
▲ 12.21%▲ 6.28%▲ 7.39%
▲ 3.71%▲ 1.29%▲ 1.31%
Recent Activity
Northrop Grumman
―
▲ 5.44%
2
Sell
Jun 13, 2025
Procter & Gamble
2.12%
▲ 1.77%
4
Buy
Jun 13, 2025
Aon
0.94%
0.00%
1
Buy
Jun 13, 2025
Lululemon Athletica
2.53%
▲ 1.31%
8
Buy
Jun 12, 2025
Microsoft
4.09%
▼ 19.27%
3
Buy
Jun 12, 2025
Apple
4.82%
▼ 3.57%
4
Buy
Jun 11, 2025
Amazon
2.81%
▲ 49.18%
3
Sell
Jun 09, 2025
Thermo Fisher
2.13%
▲ 0.48%
2
Buy
Jun 06, 2025
Medtronic
―
▲ 7.87%
2
Sell
Jun 06, 2025
FedEx
1.78%
▲ 2.70%
2
Buy
Jun 06, 2025
Eastman Chemical
0.81%
▼ 2.80%
2
Buy
Jun 06, 2025
Omnicom Group
1.29%
▼ 1.83%
2
Buy
Jun 06, 2025
Chipotle
3.33%
▼ 0.64%
6
Sell
Jun 05, 2025
Nike
―
▲ 84.78%
3
Sell
Jun 04, 2025
PepsiCo
2.77%
▼ 3.94%
7
Buy
Jun 03, 2025
Regions Financial
0.57%
▲ 2.21%
1
Buy
Jun 03, 2025
Union Pacific
1.18%
▲ 2.25%
1
Buy
Jun 03, 2025
Uber Technologies
―
▲ 39.49%
2
Close
May 28, 2025
CrowdStrike Holdings
―
▲ 111.47%
3
Close
May 28, 2025
Coupang
―
▲ 68.38%
5
Close
May 28, 2025