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Roth Contributory IRA - New Portfolio
Steven
Roth Contributory IRAIndividual Investor
Ranked #44,286 out of 795,508 TipRanks' Investors
Success Rate
7 out of 10
profitable transactions
profitable transactions
Average Return
130.57%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 10.83%
6-Month Return▲ 25.25%
12-Month Return-
YTD Return▼ 7.61%
Total Return▲ 176.88%
Best Trade
Bio
Mainly focused on the long view non carbon energy market with a couple of other startup equities that seemed too good to pass up.
Performance
37.39%0-37.39%
▲ 2.92%
▲ 2.10%
▲ 22.75%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 16.03%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 37.39%
Nov 2024
▲ 5.34%
▼ 2.41%
▲ 1.53%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 7.11%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 12.39%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 2.94%
Mar 2025
▼ 12.15%
▼ 4.55%
▼ 4.36%
Apr 2025
▲ 2.92%▲ 2.10%▲ 22.75%
▲ 10.00%▼ 0.89%▲ 16.03%
▲ 25.98%▲ 5.96%▲ 37.39%
▲ 5.34%▼ 2.41%▲ 1.53%
▲ 5.99%▲ 2.69%▲ 7.11%
▼ 12.86%▼ 1.27%▼ 12.39%
▼ 1.80%▼ 5.57%▲ 2.94%
▼ 12.15%▼ 4.55%▼ 4.36%
Recent Activity
Ormat Techno
4.8%
▼ 8.45%
3
Buy
Mar 26, 2025
Rivian Automotive
15.66%
▲ 5.16%
1
Buy
Dec 23, 2024
Shopify
17.15%
▲ 482.90%
1
Buy
Dec 23, 2024
Amprius Technologies Inc
33.18%
▲ 163.33%
4
Buy
Nov 04, 2024
Eos Energy Enterprises
28.88%
▲ 189.73%
1
Buy
Jul 03, 2024