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John's ROTH IRA - New Portfolio

John Jarrell

John's ROTH IRA
Individual Investor
Ranked #486,700 out of 781,066 TipRanks' Investors
Success Rate
44%
8 out of 18
profitable transactions
Average Return
-3.73%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.05%
6-Month Return-
12-Month Return-
YTD Return▲ 3.00%
Total Return▲ 4.22%

Best Trade

Opened at
Closed at
Gain▲ 18.04%

Bio

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%
▼ 1.12%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.78%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.33%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 3.00%
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%▼ 1.12%
▲ 26.04%▲ 5.96%▲ 4.78%
▲ 5.93%▼ 2.41%▼ 2.33%
▲ 11.17%▲ 1.96%▲ 3.00%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pfizer
13.17%
▼ 13.31%
3
Buy
Jan 18, 2025
International Business Machines
▼ 3.06%
3
Sell
Jan 17, 2025
Oneok
▲ 18.04%
3
Sell
Jan 15, 2025
Enbridge
21.07%
▲ 6.33%
2
Buy
Jan 14, 2025
Goldman Sachs BDC
11.81%
▼ 2.88%
3
Buy
Jan 09, 2025
Verizon
17.81%
▼ 0.79%
2
Buy
Jan 07, 2025
Microsoft
0.15%
▼ 44.30%
2
Buy
Dec 13, 2024
Black Stone Minerals
4.62%
▲ 8.73%
1
Buy
Dec 08, 2024
Ares Capital
23.87%
▲ 8.32%
4
Buy
Nov 15, 2024