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ROTH IRA - New Portfolio

PerformancePortfolio Details

mikos scruggs

ROTH IRA
Individual Investor
Ranked #609,173 out of 859,402 TipRanks' Investors
Success Rate
41%
11 out of 27
profitable transactions
Average Return
-9.21%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 19.42%
6-Month Return▼ 8.78%
12-Month Return▲ 75.45%
YTD Return▼ 4.39%
Total Return▼ 51.76%

Best Trade

AssetTesla (TSLA)
Opened at
Closed at-
Gain▲ 109.90%

Bio

Aggressive offset diversions

Performance

17.64%0-17.64%
▲ 12.88%
▲ 3.56%
▲ 17.18%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 4.95%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 5.97%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.49%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 7.24%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 11.13%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 1.41%
Mar 2026
▲ 13.18%
▲ 7.89%
▲ 17.64%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 17.18%
▲ 10.96%▲ 2.38%▼ 4.95%
▼ 3.68%▲ 0.19%▼ 5.97%
▼ 0.10%▲ 0.08%▲ 1.49%
▲ 4.06%▲ 1.47%▼ 7.24%
▼ 1.12%▼ 0.86%▼ 11.13%
▲ 0.60%▼ 4.94%▼ 1.41%
▲ 13.18%▲ 7.89%▲ 17.64%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BLUE
Bluebird Bio
―
▼ 65.95%
9
Close
May 30, 2025
TSLA
Tesla
20.38%
▲ 42.07%
13
Buy
Dec 18, 2024
AAPL
Apple
12.87%
▲ 36.04%
2
Sell
Dec 18, 2024
NVDA
Nvidia
29.27%
▲ 65.26%
3
Sell
Dec 18, 2024
MSFT
Microsoft
19.64%
▼ 0.92%
2
Buy
Dec 13, 2024
IBIT
IShares Bitcoin Trust Registered
3.71%
▼ 25.49%
1
Buy
Dec 12, 2024
AMZN
Amazon
11.05%
▲ 47.33%
1
Buy
Dec 12, 2024
FETH
Fidelity Ethereum Fund ETF
3.06%
▼ 40.37%
1
Buy
Dec 12, 2024
CHGG
Chegg
0.01%
▼ 84.12%
8
Sell
Aug 26, 2024