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John's ROTH IRA - New Portfolio

John Jarrell

John's ROTH IRA
Individual Investor
Ranked #515,677 out of 788,370 TipRanks' Investors
Success Rate
46%
11 out of 24
profitable transactions
Average Return
-5.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.91%
6-Month Return-
12-Month Return-
YTD Return▲ 5.41%
Total Return▲ 7.07%

Best Trade

Opened at
Closed at
Gain▲ 18.04%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.12%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 4.78%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 1.95%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 3.72%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 1.63%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 9.99%▼ 0.89%▼ 1.12%
▲ 26.03%▲ 5.96%▲ 4.78%
▲ 5.97%▼ 2.41%▼ 1.95%
▲ 5.25%▲ 2.69%▲ 3.72%
▼ 9.08%▲ 1.42%▲ 1.63%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ares Capital
30.8%
▲ 7.02%
5
Buy
Feb 11, 2025
Pfizer
18.81%
▼ 6.29%
4
Buy
Feb 08, 2025
Goldman Sachs BDC
18.14%
▼ 14.47%
6
Buy
Feb 08, 2025
Verizon
6.34%
▲ 6.26%
5
Sell
Feb 07, 2025
International Business Machines
▼ 2.74%
3
Sell
Jan 17, 2025
Oneok
▲ 18.04%
3
Sell
Jan 15, 2025
Enbridge
21.02%
▼ 0.19%
2
Buy
Jan 14, 2025
Microsoft
0.15%
▼ 47.00%
2
Buy
Dec 13, 2024
Black Stone Minerals
4.7%
▲ 4.20%
1
Buy
Dec 08, 2024