ROTH IRA - New Portfolio

mikos scruggs

ROTH IRA
Individual Investor
Ranked #610,817 out of 794,582 TipRanks' Investors
Success Rate
15%
4 out of 27
profitable transactions
Average Return
-38.68%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 10.86%
6-Month Return▼ 14.28%
12-Month Return▼ 39.97%
YTD Return▼ 37.18%
Total Return▼ 71.91%

Best Trade

Opened at
Closed at-
Gain▲ 29.23%

Bio

Aggressive offset diversions

Performance

26.55%0-26.55%
▲ 2.93%
▲ 2.10%
▲ 1.85%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.32%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 26.55%
Nov 2024
▲ 5.33%
▼ 2.41%
▲ 7.42%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 3.43%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 25.69%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 11.16%
Mar 2025
▼ 9.96%
▼ 9.67%
▼ 7.99%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 1.85%
▲ 10.00%▼ 0.89%▼ 1.32%
▲ 26.01%▲ 5.96%▲ 26.55%
▲ 5.33%▼ 2.41%▲ 7.42%
▲ 5.87%▲ 2.69%▲ 3.43%
▼ 12.86%▼ 1.27%▼ 25.69%
▼ 1.80%▼ 5.57%▼ 11.16%
▼ 9.96%▼ 9.67%▼ 7.99%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bluebird Bio
2.32%
▼ 66.09%
8
Buy
Dec 18, 2024
Tesla
18.97%
▼ 12.53%
13
Buy
Dec 18, 2024
Apple
13.26%
▼ 2.71%
2
Sell
Dec 18, 2024
Nvidia
19.89%
▼ 21.42%
3
Sell
Dec 18, 2024
Microsoft
25.46%
▼ 15.17%
2
Buy
Dec 13, 2024
IShares Bitcoin Trust Registered
5.95%
▼ 16.80%
1
Buy
Dec 12, 2024
Amazon
10.74%
▲ 0.89%
1
Buy
Dec 12, 2024
Fidelity Ethereum Fund ETF
3.39%
▼ 54.21%
1
Buy
Dec 12, 2024
Chegg
0.01%
▼ 92.82%
8
Sell
Aug 26, 2024