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Roth IRA - New Portfolio

ZACHARY

Roth IRA
Individual Investor
Ranked #315,046 out of 833,691 TipRanks' Investors
Success Rate
60%
196 out of 328
profitable transactions
Average Return
5.28%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.79%
6-Month Return▲ 5.14%
12-Month Return▲ 7.97%
YTD Return▲ 9.68%
Total Return▲ 14.16%

Best Trade

Opened at
Closed at
Gain▲ 198.55%

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
▼ 3.57%
▲ 0.19%
▲ 1.57%
Nov 2025
▲ 1.45%
▲ 0.97%
▲ 2.69%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▼ 3.57%▲ 0.19%▲ 1.57%
▲ 1.45%▲ 0.97%▲ 2.69%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
iShares MSCI UAE ETF
1.8%
▲ 4.53%
7
Buy
Dec 19, 2025
Waste Management
2.87%
▲ 4.45%
8
Buy
Dec 19, 2025
Verizon
1.04%
▲ 4.10%
5
Buy
Dec 19, 2025
2x Long VIX Futures ETF
3.09%
▲ 5.08%
28
Buy
Dec 19, 2025
Home Depot
0.02%
▲ 0.99%
3
Close
Dec 19, 2025
Comcast
3%
▼ 5.65%
16
Sell
Dec 18, 2025
Salesforce
▲ 1.97%
6
Sell
Dec 18, 2025
Amazon
3.01%
▲ 14.99%
10
Buy
Dec 17, 2025
Microsoft
5.06%
▼ 4.96%
10
Buy
Dec 17, 2025
Schwab Emerging Markets Equity ETF
1.75%
▲ 12.93%
4
Buy
Dec 17, 2025
Procter & Gamble
3.75%
▼ 6.05%
15
Sell
Dec 17, 2025
Zoetis
3.22%
▼ 12.58%
14
Sell
Dec 17, 2025
Honeywell International
2.03%
▼ 20.56%
6
Sell
Dec 17, 2025
Celsius Holdings
0.58%
▲ 9.09%
1
Buy
Dec 17, 2025
Progressive
1.78%
▲ 1.40%
1
Buy
Dec 17, 2025
Accenture
▲ 4.72%
7
Sell
Dec 16, 2025
Adobe
▲ 6.92%
4
Sell
Dec 13, 2025
Visa
2.76%
▲ 13.15%
10
Sell
Dec 12, 2025
Netflix
3.64%
▼ 28.16%
6
Buy
Dec 10, 2025
Allianz SE Unsponsored ADR
▲ 0.64%
4
Sell
Dec 10, 2025