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Roth-Travel - New Portfolio

David

Roth-Travel
Individual Investor
Ranked #433,676 out of 781,066 TipRanks' Investors
Success Rate
41%
15 out of 37
profitable transactions
Average Return
4.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.25%
6-Month Return-
12-Month Return-
YTD Return▲ 1.07%
Total Return▲ 8.02%

Best Trade

Opened at
Closed at-
Gain▲ 46.04%

Bio

Consumer Travel Theme

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 10.00%
▼ 0.89%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 1.99%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 4.80%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 1.07%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 10.00%▼ 0.89%
▲ 26.04%▲ 5.96%▲ 1.99%
▲ 5.93%▼ 2.41%▲ 4.80%
▲ 9.79%▲ 0.95%▲ 1.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Lindblad Expeditions Holdings
0.84%
▼ 5.30%
1
Buy
Dec 10, 2024
Controladora Vuela Compania de Aviacion SAB de CV
1.02%
▼ 0.54%
2
Sell
Dec 09, 2024
Playa Hotels & Resorts
1.27%
▲ 32.28%
2
Sell
Dec 09, 2024
Sabre
0.91%
▼ 12.89%
2
Buy
Dec 09, 2024
Despegar
1.14%
▲ 12.69%
2
Sell
Dec 09, 2024
Frontier Group Holdings
1.5%
▲ 46.04%
2
Sell
Dec 09, 2024
Hilton Grand Vacations
1.21%
▼ 3.81%
2
Buy
Dec 09, 2024
H World Group
1.59%
▼ 13.02%
2
Buy
Dec 09, 2024
Copa Holdings
1.72%
▼ 5.65%
2
Buy
Dec 09, 2024
JetBlue Airways
2.01%
▲ 14.10%
2
Buy
Dec 09, 2024
Choice Hotels
1.55%
▼ 2.39%
2
Buy
Dec 09, 2024
Allegiant Travel Company
1.49%
▲ 37.77%
2
Sell
Dec 09, 2024
Southwest Airlines
2.14%
▼ 2.98%
2
Buy
Dec 09, 2024
Sun Country Airlines Holdings
2.26%
▲ 22.86%
2
Buy
Dec 09, 2024
Hyatt Hotels
2.93%
▲ 0.01%
2
Buy
Dec 09, 2024
American Airlines
3.05%
▲ 28.93%
2
Sell
Dec 09, 2024
Expedia
3.23%
▲ 4.25%
2
Sell
Dec 09, 2024
Alaska Air
4.51%
▲ 26.84%
2
Sell
Dec 09, 2024
Global Business Travel Group
3.74%
▼ 0.73%
2
Buy
Dec 09, 2024
Marriott International
6.71%
▼ 1.33%
2
Buy
Dec 09, 2024