Roth - New Portfolio

Seth Cohen

Roth
Individual Investor
Ranked #482,103 out of 757,311 TipRanks' Investors
Success Rate
59%
24 out of 41
profitable transactions
Average Return
-0.46%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.84%
6-Month Return-
12-Month Return-
YTD Return▼ 0.54%
Total Return▼ 0.54%

Best Trade

Opened at
Closed at-
Gain▲ 29.68%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.76%
▲ 1.21%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 0.23%
Aug 2024
▲ 2.65%
▼ 0.40%
▼ 0.30%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.76%▲ 1.21%
▼ 4.21%▲ 2.34%▼ 0.23%
▲ 2.65%▼ 0.40%▼ 0.30%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Tesla
▲ 7.54%
2
Close
Sep 13, 2024
Advanced Micro Devices
1.82%
▼ 1.88%
1
Open
Sep 13, 2024
Taiwan Semiconductor Manufacturing
4.73%
▼ 2.60%
2
Buy
Aug 27, 2024
Super Micro Computer
3.35%
▼ 25.26%
2
Buy
Aug 27, 2024
Palantir Technologies
▼ 1.22%
2
Close
Aug 27, 2024
Amazon
4.73%
▲ 6.33%
2
Buy
Aug 27, 2024
Costco
3.46%
▼ 0.04%
2
Buy
Aug 27, 2024
CrowdStrike Holdings
9.05%
▲ 0.77%
2
Buy
Aug 27, 2024
Microsoft
5.05%
▲ 3.21%
2
Buy
Aug 27, 2024
Apple
0.88%
▼ 1.79%
1
Open
Aug 15, 2024
Verizon
1.6%
▲ 9.59%
1
Open
Aug 15, 2024
Vanguard Total International Stock ETF
1.22%
▲ 1.71%
1
Open
Aug 15, 2024
Vanguard Growth ETF
8.06%
▲ 0.15%
1
Open
Aug 15, 2024
Vanguard Total Stock Market ETF
7.03%
▲ 1.77%
1
Open
Aug 15, 2024
Vanguard Total World Stock ETF
3.19%
▲ 1.72%
1
Open
Aug 15, 2024
Vanguard S&P 500 ETF
8.06%
▲ 1.48%
1
Open
Aug 15, 2024
Vanguard Real Estate ETF
▲ 7.42%
1
Open
Aug 15, 2024
Vanguard Short-Term Corporate Bond ETF
▲ 1.51%
1
Open
Aug 15, 2024
Vanguard Small Cap Value ETF
2.32%
▲ 3.52%
1
Open
Aug 15, 2024
Invesco NASDAQ 100 ETF
1.14%
▼ 0.64%
1
Open
Aug 15, 2024