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ROTH IRA - New Portfolio

mikos scruggs

ROTH IRA
Individual Investor
Ranked #617,268 out of 813,090 TipRanks' Investors
Success Rate
52%
14 out of 27
profitable transactions
Average Return
-11.93%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.14%
6-Month Return▲ 6.07%
12-Month Return▲ 25.95%
YTD Return▲ 1.10%
Total Return▼ 54.79%

Best Trade

Opened at
Closed at-
Gain▲ 83.96%

Bio

Aggressive offset diversions

Performance

27.91%0-27.91%
▲ 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
▲ 27.91%
▲ 2.30%
▲ 5.56%
Jul 2025
▲ 6.81%
▲ 1.68%
▲ 2.54%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▲ 27.91%▲ 2.30%▲ 5.56%
▲ 6.81%▲ 1.68%▲ 2.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bluebird Bio
▼ 65.95%
9
Close
May 30, 2025
Tesla
17.99%
▲ 24.51%
13
Buy
Dec 18, 2024
Apple
10.76%
▲ 18.61%
2
Sell
Dec 18, 2024
Nvidia
25.72%
▲ 52.60%
3
Sell
Dec 18, 2024
Microsoft
24.94%
▲ 24.77%
2
Buy
Dec 13, 2024
IShares Bitcoin Trust Registered
5.65%
▲ 18.49%
1
Buy
Dec 12, 2024
Amazon
9.27%
▲ 30.67%
1
Buy
Dec 12, 2024
Fidelity Ethereum Fund ETF
5.65%
▲ 14.55%
1
Buy
Dec 12, 2024
Chegg
0.01%
▼ 84.40%
8
Sell
Aug 26, 2024