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Rollover IRA -6978 - New Portfolio

Elie Joseph

Rollover IRA -6978
Individual Investor
Ranked #601,253 out of 809,057 TipRanks' Investors
Success Rate
50%
3 out of 6
profitable transactions
Average Return
-25.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.41%
6-Month Return▼ 5.63%
12-Month Return-
YTD Return▼ 3.15%
Total Return▲ 7.80%

Best Trade

Opened at
Closed at-
Gain▲ 13.49%

Bio

Performance

16.05%0-16.05%
▲ 5.10%
▼ 2.41%
▼ 1.51%
Dec 2024
▲ 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
▲ 16.05%
▲ 1.57%
▲ 1.34%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 1.51%
▲ 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%
▲ 16.05%▲ 1.57%▲ 1.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SLR Investment Corp.
88.54%
▼ 25.56%
6
Buy
Apr 02, 2025
Blue Hat Interactive Entertainment Technology
▼ 55.74%
2
Close
Mar 15, 2025
Gladstone Investment
0.17%
▲ 5.46%
2
Sell
Sep 03, 2024