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Roth-BlockChain - New Portfolio

David

Roth-BlockChain
Individual Investor
Ranked #459,882 out of 781,066 TipRanks' Investors
Success Rate
45%
54 out of 121
profitable transactions
Average Return
-1.05%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.19%
6-Month Return-
12-Month Return-
YTD Return▲ 7.76%
Total Return▼ 4.99%

Best Trade

Opened at
Closed at-
Gain▲ 98.41%

Bio

Blockchain 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%
▼ 1.16%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 10.79%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 7.76%
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%▼ 1.16%
▲ 5.93%▼ 2.41%▼ 10.79%
▲ 9.79%▲ 0.95%▲ 7.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Funko
0.67%
▲ 16.61%
3
Buy
Dec 19, 2024
Akamai
1.2%
▼ 0.28%
8
Buy
Dec 19, 2024
Bitfarms
1.53%
▼ 15.28%
3
Buy
Dec 19, 2024
Cboe Global Markets
2.15%
▼ 4.22%
8
Buy
Dec 19, 2024
WisdomTree
1.78%
▼ 13.06%
3
Buy
Dec 19, 2024
Block
2.09%
▼ 2.42%
3
Buy
Dec 19, 2024
Intercontinental Exchange
2.77%
▼ 4.58%
8
Buy
Dec 19, 2024
PayPal Holdings
2.95%
▲ 7.00%
8
Buy
Dec 19, 2024
Riot Platforms
2.32%
▲ 13.28%
8
Sell
Dec 19, 2024
Mercadolibre
3%
▼ 13.32%
9
Buy
Dec 19, 2024
HIVE Digital Technologies
2.12%
▼ 20.63%
9
Buy
Dec 19, 2024
Cipher Mining
1.73%
▼ 14.23%
8
Sell
Dec 19, 2024
Bank of New York Mellon Corporation
3.28%
▲ 5.85%
3
Buy
Dec 19, 2024
Iris Energy
2.32%
▲ 19.01%
3
Sell
Dec 19, 2024
American Express
3.86%
▲ 6.33%
3
Buy
Dec 19, 2024
Alibaba
3.97%
▼ 3.64%
9
Buy
Dec 19, 2024
Bit Digital
2.89%
▼ 10.70%
3
Sell
Dec 19, 2024
Bitdeer Technologies
4.51%
▲ 98.41%
3
Sell
Dec 19, 2024
Visa
5.98%
▲ 2.78%
8
Buy
Dec 19, 2024
Mastercard
6.88%
▲ 0.38%
8
Buy
Dec 19, 2024