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Roth IRA - New Portfolio
Roth IRA
Individual Investor
Ranked #39,229 out of 806,636 TipRanks' Investors
Success Rate
89 out of 114
profitable transactions
profitable transactions
Average Return
14.91%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.06%
6-Month Return▲ 8.04%
12-Month Return▲ 22.46%
YTD Return▲ 8.84%
Total Return▲ 13.31%
Best Trade
Bio
Performance
12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 3.08%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 6.15%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.05%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.50%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 2.66%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.39%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.68%
Jun 2025
▲ 0.02%
▲ 1.21%
▲ 2.46%
Jul 2025
▲ 5.10%▼ 2.41%▼ 3.08%
▲ 6.03%▲ 2.69%▲ 6.15%
▼ 12.86%▼ 1.27%▼ 0.05%
▼ 1.80%▼ 5.57%▼ 8.50%
▲ 1.83%▼ 0.87%▼ 2.66%
▲ 12.20%▲ 6.28%▲ 7.39%
▲ 6.24%▲ 5.14%▲ 4.68%
▲ 0.02%▲ 1.21%▲ 2.46%
Recent Activity
Union Pacific
―
▲ 8.16%
2
Close
Jul 04, 2025
PulteGroup
―
▲ 9.30%
3
Sell
Jul 02, 2025
Allstate
3.12%
▲ 1.59%
4
Buy
Jul 02, 2025
Waste Management
1.19%
▲ 1.61%
1
Buy
Jul 02, 2025
Chipotle
2.25%
▲ 12.87%
8
Sell
Jul 01, 2025
Microsoft
―
▼ 15.70%
5
Sell
Jun 28, 2025
Bank of America
―
▲ 58.69%
4
Close
Jun 27, 2025
LVMH Moet Hennessy Louis Vuitton SE
1.5%
▲ 11.06%
1
Buy
Jun 27, 2025
McDonald's
1.55%
▲ 3.55%
1
Buy
Jun 27, 2025
Procter & Gamble
2.96%
▲ 1.45%
5
Buy
Jun 26, 2025
T Mobile US
1.9%
▲ 6.87%
2
Buy
Jun 26, 2025
Zoetis
2.09%
▲ 1.78%
2
Buy
Jun 26, 2025
Delta Air Lines
2.01%
▲ 7.39%
3
Buy
Jun 26, 2025
FedEx
2.54%
▲ 9.91%
3
Buy
Jun 25, 2025
Regions Financial
―
▲ 8.72%
2
Sell
Jun 25, 2025
Cemex SAB
―
▲ 1.76%
2
Close
Jun 25, 2025
Lululemon Athletica
3.26%
▲ 2.87%
9
Buy
Jun 24, 2025
Nvidia
2.52%
▲ 10.91%
5
Sell
Jun 24, 2025
iShares MSCI UAE ETF
1.29%
▲ 6.96%
4
Buy
Jun 20, 2025
Morgan Stanley
―
▲ 62.14%
4
Sell
Jun 19, 2025