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IRA - Roth - New Portfolio
Josh Fake
IRA - RothIndividual Investor
Ranked #159,876 out of 822,572 TipRanks' Investors
Success Rate
113 out of 167
profitable transactions
profitable transactions
Average Return
11.08%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 7.29%
6-Month Return▲ 37.86%
12-Month Return▲ 43.79%
YTD Return▲ 28.88%
Total Return▲ 67.98%
Best Trade
Bio
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 4.09%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 1.75%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 7.85%
May 2025
▲ 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
▲ 6.67%
▲ 0.75%
▲ 1.95%
Oct 2025
▼ 6.38%▼ 5.57%▼ 4.09%
▲ 0.80%▼ 0.87%▼ 1.75%
▲ 11.63%▲ 6.28%▲ 7.85%
▲ 9.25%▲ 5.14%▲ 5.48%
▲ 7.60%▲ 2.30%▲ 3.47%
▲ 2.76%▲ 2.05%▲ 0.96%
▲ 12.88%▲ 3.56%▲ 6.08%
▲ 6.67%▲ 0.75%▲ 1.95%
Recent Activity
YieldMax Universe Fund of Option Income ETFs
6.2%
▼ 3.82%
10
Buy
Sep 26, 2025
Defiance Quantum ETF
7%
▼ 15.61%
5
Buy
Sep 24, 2025
YieldMax Ultra Option Income Strategy ETF
28.87%
▼ 7.57%
12
Buy
Sep 19, 2025
YieldMax COIN Option Income Strategy ETF
6.2%
▼ 10.71%
6
Buy
Sep 18, 2025
Energy Transfer
3.5%
▲ 9.82%
18
Sell
Sep 17, 2025
Lineage Therap
8.34%
▲ 105.58%
9
Buy
Sep 17, 2025
JPMorgan Equity Premium Income ETF
0.33%
▼ 10.94%
8
Buy
Sep 17, 2025
Global X NASDAQ 100 Covered Call ETF
4.7%
▲ 3.66%
6
Buy
Aug 25, 2025
Enterprise Products Partners
―
▲ 9.24%
5
Close
Aug 16, 2025
AT&T
5.13%
▲ 10.02%
10
Buy
Aug 15, 2025
Verizon
0.25%
▼ 5.69%
4
Buy
Aug 15, 2025
DWS Science and Technology Fund - Class A
11.91%
▲ 7.22%
14
Buy
Jul 14, 2025
Schwab U.S. Large-Cap Growth ETF
6.67%
▲ 12.82%
7
Buy
Jul 11, 2025
Dynex Capital
―
▲ 4.31%
5
Close
Jul 11, 2025
VICI Properties
2.12%
▼ 3.03%
3
Buy
Jul 10, 2025
Schwab Fundamental US Broad Market Index ETF
―
▲ 4.61%
8
Sell
Jul 09, 2025
Alphabet Class C
―
▲ 9.24%
11
Close
Jul 08, 2025
Stag Industrial
―
▲ 2.20%
4
Close
Jul 04, 2025
Microsoft
―
▼ 0.51%
5
Sell
Jul 03, 2025
Amazon
―
▲ 32.87%
5
Sell
Jul 03, 2025