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Roth - New Portfolio

PerformancePortfolio Details

Seth Cohen

Roth
Individual Investor
Ranked #288,963 out of 786,879 TipRanks' Investors
Success Rate
60%
38 out of 63
profitable transactions
Average Return
4.05%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.23%
6-Month Return▲ 3.29%
12-Month Return-
YTD Return▲ 3.24%
Total Return▲ 3.69%

Best Trade

AssetCrowdStrike... (CRWD)
Opened at
Closed at-
Gain▲ 73.42%

Bio

Performance

26.04%0-26.04%
▲ 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
▲ 5.82%
▼ 2.41%
▼ 5.14%
Dec 2024
▲ 4.97%
▲ 2.69%
▲ 0.47%
Jan 2025
▼ 8.36%
▲ 1.31%
▲ 2.75%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▲ 5.82%▼ 2.41%▼ 5.14%
▲ 4.97%▲ 2.69%▲ 0.47%
▼ 8.36%▲ 1.31%▲ 2.75%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
VT
Vanguard Total World Stock ETF
―
▲ 7.60%
2
Close
Feb 10, 2025
NVDA
Nvidia
9.41%
▲ 12.14%
3
Buy
Feb 10, 2025
MSFT
Microsoft
4.72%
▼ 1.61%
3
Buy
Feb 10, 2025
GOOG
Alphabet Class C
4.94%
▲ 7.01%
2
Buy
Feb 10, 2025
SYM
Symbotic
1.88%
▼ 9.48%
2
Buy
Feb 10, 2025
PG
Procter & Gamble
―
▼ 3.86%
2
Close
Jan 16, 2025
VZ
Verizon
―
▼ 3.34%
4
Close
Dec 23, 2024
DDOG
Datadog
5.84%
▲ 0.73%
2
Buy
Dec 23, 2024
SOUN
SoundHound AI, Inc Class A
0.02%
▼ 46.33%
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
0.95%
▲ 2.17%
1
Open
Nov 26, 2024
AKYA
Akoya Biosciences
―
▼ 18.55%
3
Close
Nov 22, 2024
AMD
Advanced Micro Devices
3.55%
▼ 23.12%
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
1.98%
▼ 27.89%
2
Buy
Nov 22, 2024
TSM
TSMC
2.02%
▲ 19.02%
3
Sell
Nov 08, 2024
AMD
Advanced Micro Devices
―
▲ 2.80%
2
Close
Sep 24, 2024
SMCI
Super Micro Computer
4.75%
▼ 11.08%
3
Buy
Sep 23, 2024
QQQM
Invesco NASDAQ 100 ETF
4.76%
▲ 12.71%
2
Buy
Sep 23, 2024