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ROTH IRA - New Portfolio

mikos scruggs

ROTH IRA
Individual Investor
Ranked #615,172 out of 809,067 TipRanks' Investors
Success Rate
48%
13 out of 27
profitable transactions
Average Return
-14.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.85%
6-Month Return▼ 0.23%
12-Month Return▲ 3.86%
YTD Return▲ 1.58%
Total Return▼ 54.58%

Best Trade

Opened at
Closed at-
Gain▲ 77.92%

Bio

Aggressive offset diversions

Performance

26.45%0-26.45%
▲ 5.10%
▼ 2.41%
▲ 7.42%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.43%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 25.69%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 11.16%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 4.27%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 26.45%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.76%
Jun 2025
▲ 18.34%
▲ 1.57%
▲ 8.76%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▲ 7.42%
▲ 6.03%▲ 2.69%▲ 3.43%
▼ 12.86%▼ 1.27%▼ 25.69%
▼ 1.80%▼ 5.57%▼ 11.16%
▲ 1.84%▼ 0.87%▲ 4.27%
▲ 12.20%▲ 6.28%▲ 26.45%
▲ 6.24%▲ 5.14%▲ 3.76%
▲ 18.34%▲ 1.57%▲ 8.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bluebird Bio
▼ 65.95%
9
Close
May 30, 2025
Tesla
18.31%
▲ 20.43%
13
Buy
Dec 18, 2024
Apple
10.42%
▲ 9.07%
2
Sell
Dec 18, 2024
Nvidia
25.49%
▲ 43.65%
3
Sell
Dec 18, 2024
Microsoft
25.3%
▲ 20.25%
2
Buy
Dec 13, 2024
IShares Bitcoin Trust Registered
5.83%
▲ 16.28%
1
Buy
Dec 12, 2024
Amazon
9.96%
▲ 33.42%
1
Buy
Dec 12, 2024
Fidelity Ethereum Fund ETF
4.68%
▼ 9.88%
1
Buy
Dec 12, 2024
Chegg
0.01%
▼ 80.33%
8
Sell
Aug 26, 2024