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ROTH IRA - New Portfolio

mikos scruggs

ROTH IRA
Individual Investor
Ranked #593,858 out of 788,370 TipRanks' Investors
Success Rate
41%
11 out of 27
profitable transactions
Average Return
-18.74%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 18.10%
6-Month Return▲ 13.99%
12-Month Return▼ 28.65%
YTD Return▼ 14.54%
Total Return▼ 61.77%

Best Trade

Opened at
Closed at-
Gain▲ 82.32%

Bio

Aggressive offset diversions

Performance

26.92%0-26.92%
▲ 8.13%
▲ 1.21%
▲ 14.89%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 26.92%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.85%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.32%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 26.55%
Nov 2024
▲ 5.97%
▼ 2.41%
▲ 7.48%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 3.05%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 17.08%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 14.89%
▼ 13.14%▲ 2.34%▼ 26.92%
▲ 2.93%▲ 2.10%▲ 1.85%
▲ 9.99%▼ 0.89%▼ 1.32%
▲ 26.03%▲ 5.96%▲ 26.55%
▲ 5.97%▼ 2.41%▲ 7.48%
▲ 5.25%▲ 2.69%▲ 3.05%
▼ 9.08%▲ 1.42%▼ 17.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bluebird Bio
1.49%
▼ 72.05%
8
Buy
Dec 18, 2024
Tesla
20.83%
▲ 23.40%
13
Buy
Dec 18, 2024
Apple
13.45%
▲ 26.82%
2
Sell
Dec 18, 2024
Nvidia
22.06%
▲ 12.00%
3
Sell
Dec 18, 2024
Microsoft
22.48%
▼ 3.76%
2
Buy
Dec 13, 2024
IShares Bitcoin Trust Registered
5.24%
▼ 5.97%
1
Buy
Dec 12, 2024
Amazon
10.59%
▲ 27.79%
1
Buy
Dec 12, 2024
Fidelity Ethereum Fund ETF
3.84%
▼ 33.35%
1
Buy
Dec 12, 2024
Chegg
0.01%
▼ 79.91%
8
Sell
Aug 26, 2024