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IRA - Roth
- New Portfolio
Performance
Portfolio Details
Josh Fake
IRA - Roth
Individual Investor
Ranked #442,921 out of 849,606 TipRanks' Investors
Success Rate
54%
113 out of 208
profitable transactions
Average Return
3.09%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 3.62%
6-Month Return
▲ 0.94%
12-Month Return
▲ 15.11%
YTD Return
▲ 3.46%
Total Return
▲ 55.29%
Best Trade
Asset
Lineage Therap (LCTX)
Opened at
May 19, 2025
Closed at
-
Gain
▲ 269.57%
Bio
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
12.88%
0
-12.88%
▲ 9.25%
▲ 5.14%
▲ 5.48%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.47%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.96%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 6.08%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.05%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 6.70%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 3.38%
Dec 2025
▲ 3.22%
▲ 1.43%
▲ 3.46%
Jan 2026
TipRanks Average
S&P 500
Investor Portfolio
▲ 9.25%
▲ 5.14%
▲ 5.48%
▲ 7.60%
▲ 2.30%
▲ 3.47%
▲ 2.76%
▲ 2.05%
▲ 0.96%
▲ 12.88%
▲ 3.56%
▲ 6.08%
▲ 10.96%
▲ 2.38%
▲ 1.05%
▼ 3.58%
▲ 0.19%
▼ 6.70%
▼ 0.10%
▲ 0.08%
▼ 3.38%
▲ 3.22%
▲ 1.43%
▲ 3.46%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
LCTX
Lineage Therap
8.21%
▲ 100.46%
10
Buy
Jan 16, 2026
VICI
VICI Properties
2.05%
▼ 8.75%
5
Buy
Jan 16, 2026
WPAY
Roundhill WeeklyPay Universe ETF
0.04%
▼ 16.65%
6
Buy
Jan 16, 2026
CHPY
YieldMax Semiconductor Portfolio Option Income ETF
10.6%
▼ 14.98%
7
Buy
Jan 16, 2026
NVII
REX NVDA Growth & Income ETF
7.04%
▼ 5.65%
4
Buy
Jan 16, 2026
SCHD
Schwab US Dividend Equity ETF
5.11%
▲ 4.03%
3
Sell
Jan 16, 2026
SCHG
Schwab U.S. Large-Cap Growth ETF
6.68%
▲ 9.62%
9
Buy
Jan 02, 2026
QTUM
Defiance Quantum ETF
7.44%
▼ 15.85%
6
Buy
Jan 02, 2026
YMAX
YieldMax Universe Fund of Option Income ETFs
―
▼ 19.38%
15
Close
Jan 02, 2026
CONY
YieldMax COIN Option Income Strategy ETF
―
▼ 55.48%
11
Sell
Jan 02, 2026
BLOX
Nicholas Crypto Income ETF
―
▼ 20.89%
6
Sell
Jan 02, 2026
CGDV
Capital Group Dividend Value ETF
8.73%
▲ 1.96%
1
Buy
Jan 02, 2026
TSES
Truth Social American Energy Security ETF
5.68%
▲ 5.55%
1
Buy
Jan 02, 2026
KTCAX
DWS Science and Technology Fund - Class A
15.32%
▲ 4.26%
16
Buy
Dec 31, 2025
ET
Energy Transfer
0.35%
▲ 9.84%
20
Buy
Nov 20, 2025
NVDA
Nvidia
17.81%
▲ 6.76%
8
Buy
Nov 11, 2025
ULTY
YieldMax Ultra Option Income Strategy ETF
―
▼ 16.85%
15
Close
Nov 08, 2025
T
AT&T
4.69%
▲ 5.37%
11
Buy
Nov 05, 2025
QYLD
Global X NASDAQ 100 Covered Call ETF
―
▲ 5.17%
7
Close
Nov 05, 2025
JEPI
JPMorgan Equity Premium Income ETF
―
▼ 11.32%
9
Close
Nov 05, 2025
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