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Rollover IRA -6978 - New Portfolio

Elie Joseph

Rollover IRA -6978
Individual Investor
Ranked #611,982 out of 815,638 TipRanks' Investors
Success Rate
50%
3 out of 6
profitable transactions
Average Return
-25.58%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.41%
6-Month Return▼ 6.87%
12-Month Return▲ 8.40%
YTD Return▼ 3.12%
Total Return▲ 7.83%

Best Trade

Opened at
Closed at-
Gain▲ 13.35%

Bio

Performance

27.88%0-27.88%
▲ 6.03%
▲ 2.69%
▼ 4.37%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 8.78%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 9.08%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 5.54%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 8.30%
May 2025
▲ 6.24%
▲ 5.14%
▼ 1.24%
Jun 2025
▲ 27.88%
▲ 2.30%
▼ 1.11%
Jul 2025
▲ 6.52%
▲ 2.30%
▲ 2.52%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▼ 4.37%
▼ 12.86%▼ 1.27%▲ 8.78%
▼ 1.80%▼ 5.57%▼ 9.08%
▲ 1.84%▼ 0.87%▼ 5.54%
▲ 12.20%▲ 6.28%▲ 8.30%
▲ 6.24%▲ 5.14%▼ 1.24%
▲ 27.88%▲ 2.30%▼ 1.11%
▲ 6.52%▲ 2.30%▲ 2.52%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SLR Investment Corp.
88.53%
▼ 25.65%
6
Buy
Apr 02, 2025
Blue Hat Interactive Entertainment Technology
▼ 55.74%
2
Close
Mar 15, 2025
Gladstone Investment
0.17%
▲ 4.86%
2
Sell
Sep 03, 2024