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ROTH IRA - New Portfolio

mikos scruggs

ROTH IRA
Individual Investor
Ranked #486,558 out of 831,456 TipRanks' Investors
Success Rate
52%
14 out of 27
profitable transactions
Average Return
0.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.29%
6-Month Return▲ 18.21%
12-Month Return▲ 2.84%
YTD Return▲ 11.96%
Total Return▼ 49.94%

Best Trade

Opened at
Closed at-
Gain▲ 145.58%

Bio

Aggressive offset diversions

Performance

26.45%0-26.45%
▲ 11.63%
▲ 6.28%
▲ 26.45%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.76%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 5.56%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 7.67%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 17.18%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 4.95%
Oct 2025
▼ 3.44%
▲ 0.19%
▼ 5.98%
Nov 2025
▲ 1.44%
▲ 0.34%
▲ 0.71%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 26.45%
▲ 9.25%▲ 5.14%▲ 3.76%
▲ 7.60%▲ 2.30%▲ 5.56%
▲ 2.76%▲ 2.05%▲ 7.67%
▲ 12.88%▲ 3.56%▲ 17.18%
▲ 10.96%▲ 2.38%▼ 4.95%
▼ 3.44%▲ 0.19%▼ 5.98%
▲ 1.44%▲ 0.34%▲ 0.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bluebird Bio
▼ 65.95%
9
Close
May 30, 2025
Tesla
23.3%
▲ 66.22%
13
Buy
Dec 18, 2024
Apple
12.68%
▲ 43.98%
2
Sell
Dec 18, 2024
Nvidia
24.86%
▲ 51.98%
3
Sell
Dec 18, 2024
Microsoft
22.09%
▲ 13.91%
2
Buy
Dec 13, 2024
IShares Bitcoin Trust Registered
4.09%
▼ 11.61%
1
Buy
Dec 12, 2024
Amazon
9.32%
▲ 35.43%
1
Buy
Dec 12, 2024
Fidelity Ethereum Fund ETF
3.66%
▼ 23.57%
1
Buy
Dec 12, 2024
Chegg
0.01%
▼ 87.50%
8
Sell
Aug 26, 2024