John's ROTH IRA - New Portfolio

John Jarrell

John's ROTH IRA
Individual Investor
Ranked #400,870 out of 794,476 TipRanks' Investors
Success Rate
31%
9 out of 29
profitable transactions
Average Return
-6.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.74%
6-Month Return-
12-Month Return-
YTD Return▲ 1.38%
Total Return▲ 2.98%

Best Trade

Opened at
Closed at-
Gain▲ 19.29%

Bio

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.12%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.78%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 1.95%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 3.90%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.51%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.25%
Mar 2025
▼ 4.32%
▼ 4.06%
▼ 1.67%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%
▲ 10.00%▼ 0.89%▼ 1.12%
▲ 26.01%▲ 5.96%▲ 4.78%
▲ 5.33%▼ 2.41%▼ 1.95%
▲ 5.87%▲ 2.69%▲ 3.90%
▼ 12.86%▼ 1.27%▲ 1.51%
▼ 1.80%▼ 5.57%▼ 2.25%
▼ 4.32%▼ 4.06%▼ 1.67%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ares Capital
29.91%
▼ 0.86%
6
Buy
Apr 01, 2025
Microsoft
0.15%
▼ 34.37%
3
Buy
Mar 14, 2025
Pfizer
18.08%
▼ 10.76%
5
Buy
Mar 08, 2025
Enbridge
23.82%
▲ 8.54%
3
Buy
Mar 06, 2025
Black Stone Minerals
4.94%
▲ 1.17%
2
Buy
Feb 26, 2025
Goldman Sachs BDC
16.11%
▼ 19.95%
6
Buy
Feb 08, 2025
Verizon
6.96%
▲ 11.14%
5
Sell
Feb 07, 2025
International Business Machines
▼ 2.74%
3
Sell
Jan 17, 2025
Oneok
▲ 18.04%
3
Sell
Jan 15, 2025