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IRA - Roth - New Portfolio

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

Opened at
Closed at-
Gain▲ 269.57%

Bio

Performance

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 AverageS&P 500Investor 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
Lineage Therap
8.21%
▲ 100.46%
10
Buy
Jan 16, 2026
VICI Properties
2.05%
▼ 8.75%
5
Buy
Jan 16, 2026
Roundhill WeeklyPay Universe ETF
0.04%
▼ 16.65%
6
Buy
Jan 16, 2026
YieldMax Semiconductor Portfolio Option Income ETF
10.6%
▼ 14.98%
7
Buy
Jan 16, 2026
REX NVDA Growth & Income ETF
7.04%
▼ 5.65%
4
Buy
Jan 16, 2026
Schwab US Dividend Equity ETF
5.11%
▲ 4.03%
3
Sell
Jan 16, 2026
Schwab U.S. Large-Cap Growth ETF
6.68%
▲ 9.62%
9
Buy
Jan 02, 2026
Defiance Quantum ETF
7.44%
▼ 15.85%
6
Buy
Jan 02, 2026
YieldMax Universe Fund of Option Income ETFs
▼ 19.38%
15
Close
Jan 02, 2026
YieldMax COIN Option Income Strategy ETF
▼ 55.48%
11
Sell
Jan 02, 2026
Nicholas Crypto Income ETF
▼ 20.89%
6
Sell
Jan 02, 2026
Capital Group Dividend Value ETF
8.73%
▲ 1.96%
1
Buy
Jan 02, 2026
Truth Social American Energy Security ETF
5.68%
▲ 5.55%
1
Buy
Jan 02, 2026
DWS Science and Technology Fund - Class A
15.32%
▲ 4.26%
16
Buy
Dec 31, 2025
Energy Transfer
0.35%
▲ 9.84%
20
Buy
Nov 20, 2025
Nvidia
17.81%
▲ 6.76%
8
Buy
Nov 11, 2025
YieldMax Ultra Option Income Strategy ETF
▼ 16.85%
15
Close
Nov 08, 2025
AT&T
4.69%
▲ 5.37%
11
Buy
Nov 05, 2025
Global X NASDAQ 100 Covered Call ETF
▲ 5.17%
7
Close
Nov 05, 2025
JPMorgan Equity Premium Income ETF
▼ 11.32%
9
Close
Nov 05, 2025