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Roth IRA - New Portfolio
Roth IRA
Individual Investor
Ranked #193,564 out of 813,692 TipRanks' Investors
Success Rate
105 out of 168
profitable transactions
profitable transactions
Average Return
10.17%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.14%
6-Month Return▼ 0.95%
12-Month Return▲ 18.63%
YTD Return▲ 7.13%
Total Return▲ 11.52%
Best Trade
Bio
Performance
27.89%0-27.89%
▲ 6.03%
▲ 2.69%
▲ 6.15%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.05%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.50%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.66%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.39%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.69%
Jun 2025
▲ 27.89%
▲ 2.30%
▼ 0.20%
Jul 2025
▲ 6.85%
▲ 1.80%
▲ 1.04%
Aug 2025
▲ 6.03%▲ 2.69%▲ 6.15%
▼ 12.86%▼ 1.27%▼ 0.05%
▼ 1.80%▼ 5.57%▼ 8.50%
▲ 1.84%▼ 0.87%▼ 2.66%
▲ 12.20%▲ 6.28%▲ 7.39%
▲ 6.24%▲ 5.14%▲ 4.69%
▲ 27.89%▲ 2.30%▼ 0.20%
▲ 6.85%▲ 1.80%▲ 1.04%
Recent Activity
Mizuho Financial
―
▲ 52.93%
4
Close
Aug 16, 2025
On Holding AG
0.79%
0.00%
1
Buy
Aug 15, 2025
Enterprise Products Partners
3.73%
▲ 4.09%
4
Buy
Aug 14, 2025
Apple
2.64%
▲ 10.94%
9
Buy
Aug 14, 2025
Eastman Chemical
3.44%
▼ 9.09%
6
Buy
Aug 14, 2025
Nestle SA Reg
3.77%
▼ 2.58%
3
Buy
Aug 14, 2025
Palo Alto Networks
3.72%
▲ 2.64%
2
Buy
Aug 14, 2025
Chewy
―
▲ 12.95%
4
Close
Aug 14, 2025
Applied Materials
2.83%
▼ 0.40%
1
Buy
Aug 14, 2025
BASF SE
―
▲ 4.49%
2
Sell
Aug 13, 2025
Trade Desk
1.28%
▼ 1.45%
2
Buy
Aug 13, 2025
Oneok
1.81%
▼ 1.51%
2
Buy
Aug 12, 2025
Sweetgreen
0.8%
▼ 1.34%
2
Buy
Aug 11, 2025
Chipotle
5.39%
▼ 7.36%
11
Buy
Aug 08, 2025
Lululemon Athletica
4.86%
▼ 2.64%
11
Buy
Aug 08, 2025
Comcast
2.93%
▲ 1.33%
7
Buy
Aug 08, 2025
Waste Management
―
▲ 3.73%
4
Sell
Aug 08, 2025
Accenture
5.18%
▼ 6.19%
4
Buy
Aug 07, 2025
BlackSky Technology
1.27%
▲ 6.67%
3
Buy
Aug 07, 2025
Allstate
―
▲ 5.54%
7
Sell
Aug 06, 2025