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Roth - New Portfolio

PerformancePortfolio Details

Seth Cohen

Roth
Individual Investor
Ranked #218,191 out of 783,619 TipRanks' Investors
Success Rate
66%
39 out of 59
profitable transactions
Average Return
3.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.29%
6-Month Return-
12-Month Return-
YTD Return▲ 1.29%
Total Return▲ 1.74%

Best Trade

AssetCrowdStrike... (CRWD)
Opened at
Closed at-
Gain▲ 52.36%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
―
Jun 2024
▲ 8.13%
▲ 1.21%
―
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 0.23%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.41%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 2.32%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.09%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.13%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 1.29%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%―
▲ 8.13%▲ 1.21%―
▼ 13.14%▲ 2.34%▼ 0.23%
▲ 2.93%▲ 2.10%▲ 2.41%
▲ 9.99%▼ 0.89%▼ 2.32%
▲ 26.04%▲ 5.96%▲ 6.09%
▲ 5.93%▼ 2.41%▼ 5.13%
▲ 3.19%▲ 2.68%▲ 1.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PG
Procter & Gamble
―
▼ 3.86%
2
Close
Jan 16, 2025
SYM
Symbotic
1.06%
▼ 6.29%
1
Open
Jan 16, 2025
VZ
Verizon
―
▼ 3.34%
4
Close
Dec 23, 2024
DDOG
Datadog
6.52%
▲ 9.65%
2
Buy
Dec 23, 2024
SOUN
SoundHound AI, Inc Class A
0.02%
▼ 31.47%
1
Open
Dec 23, 2024
VXUS
Vanguard Total International Stock ETF
―
▼ 0.32%
2
Close
Nov 28, 2024
SPLG
SPDR Portfolio S&P 500 ETF
0.96%
▲ 1.38%
1
Open
Nov 26, 2024
AKYA
Akoya Biosciences
―
▼ 18.55%
3
Close
Nov 22, 2024
AMD
Advanced Micro Devices
3.83%
▼ 19.20%
3
Buy
Nov 22, 2024
CHPT
ChargePoint Holdings
―
▼ 35.75%
2
Close
Nov 22, 2024
IQ
Iqiyi
―
▼ 26.47%
3
Close
Nov 22, 2024
SMTC
Semtech
3.67%
▲ 30.58%
2
Buy
Nov 22, 2024
TSM
TSMC
2.12%
▲ 21.51%
3
Sell
Nov 08, 2024
AMD
Advanced Micro Devices
―
▲ 2.80%
2
Close
Sep 24, 2024
SMCI
Super Micro Computer
2.91%
▼ 46.85%
3
Buy
Sep 23, 2024
QQQM
Invesco NASDAQ 100 ETF
4.74%
▲ 9.54%
2
Buy
Sep 23, 2024
NVDA
Nvidia
8.03%
▲ 4.35%
2
Buy
Sep 23, 2024
CRWD
CrowdStrike Holdings
12.78%
▲ 44.94%
3
Buy
Sep 23, 2024
WMT
Walmart
2.34%
▲ 29.28%
2
Buy
Sep 23, 2024
GOOG
Alphabet Class C
4.81%
▲ 24.40%
1
Open
Sep 23, 2024