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Roth IRA - New Portfolio
ZACHARY
Roth IRAIndividual Investor
Ranked #393,088 out of 826,206 TipRanks' Investors
Success Rate
145 out of 261
profitable transactions
profitable transactions
Average Return
5.09%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.51%
6-Month Return▲ 10.90%
12-Month Return▲ 8.31%
YTD Return▲ 5.20%
Total Return▲ 9.50%
Best Trade
Bio
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 8.50%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 2.66%
Apr 2025
▲ 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
▲ 10.09%
▲ 2.05%
▼ 1.10%
Oct 2025
▼ 6.38%▼ 5.57%▼ 8.50%
▲ 0.80%▼ 0.87%▼ 2.66%
▲ 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%
▲ 10.09%▲ 2.05%▼ 1.10%
Recent Activity
Amazon
―
▲ 37.21%
7
Close
Nov 01, 2025
Regions Financial
―
▲ 4.44%
5
Close
Nov 01, 2025
Chewy
―
▲ 7.30%
8
Close
Nov 01, 2025
Chipotle
5.83%
▼ 30.59%
14
Buy
Oct 31, 2025
Visa
5.01%
▲ 15.77%
7
Buy
Oct 31, 2025
Waste Management
3.67%
▼ 0.06%
7
Buy
Oct 31, 2025
ProShares UltraPro Short QQQ
―
▼ 4.82%
10
Sell
Oct 31, 2025
Merck & Company
―
▲ 1.37%
7
Close
Oct 30, 2025
Smithfield Foods
2.44%
▼ 0.50%
3
Buy
Oct 29, 2025
Adobe
2.5%
▲ 0.14%
1
Buy
Oct 29, 2025
Berkshire Hathaway B
3.51%
▲ 0.38%
1
Buy
Oct 29, 2025
Allstate
3.52%
▲ 3.39%
9
Buy
Oct 28, 2025
2x Long VIX Futures ETF
4.37%
▼ 5.65%
13
Buy
Oct 28, 2025
Beyond Meat
―
▼ 36.46%
3
Close
Oct 28, 2025
Truist Financial
―
▲ 5.72%
2
Sell
Oct 25, 2025
ProShares UltraShort S&P500
―
▲ 1.26%
2
Close
Oct 24, 2025
Comcast
4.13%
▼ 13.19%
13
Buy
Oct 23, 2025
Coca-Cola
―
▲ 17.99%
4
Sell
Oct 22, 2025
Capital One Financial
―
▲ 5.10%
3
Sell
Oct 22, 2025
Qualcomm
―
▲ 6.29%
2
Sell
Oct 22, 2025