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Roth Contributory IRA - New Portfolio

Steven

Roth Contributory IRA
Individual Investor
Ranked #42,068 out of 798,015 TipRanks' Investors
Success Rate
80%
8 out of 10
profitable transactions
Average Return
142.33%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.14%
6-Month Return▲ 46.24%
12-Month Return-
YTD Return▼ 4.12%
Total Return▲ 187.34%

Best Trade

Opened at
Closed at-
Gain▲ 585.05%

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%
▲ 9.99%
▼ 0.89%
▲ 16.03%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 37.39%
Nov 2024
▲ 5.39%
▼ 2.41%
▲ 1.53%
Dec 2024
▲ 6.00%
▲ 2.69%
▲ 7.11%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 12.39%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 2.94%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 2.31%
Apr 2025
▼ 0.11%
▲ 2.20%
▲ 1.59%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 16.03%
▲ 25.97%▲ 5.96%▲ 37.39%
▲ 5.39%▼ 2.41%▲ 1.53%
▲ 6.00%▲ 2.69%▲ 7.11%
▼ 12.86%▼ 1.27%▼ 12.39%
▼ 1.80%▼ 5.57%▲ 2.94%
▲ 1.74%▼ 0.87%▼ 2.31%
▼ 0.11%▲ 2.20%▲ 1.59%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ormat Techno
4.45%
▼ 6.96%
3
Buy
Mar 26, 2025
Rivian Automotive
16.89%
▲ 24.23%
1
Buy
Dec 23, 2024
Shopify
18.4%
▲ 585.05%
1
Buy
Dec 23, 2024
Amprius Technologies Inc
28.42%
▲ 147.07%
4
Buy
Nov 04, 2024
Eos Energy Enterprises
31.54%
▲ 246.58%
1
Buy
Jul 03, 2024