tiprankstipranks

Roth Contributory IRA - New Portfolio

Steven

Roth Contributory IRA
Individual Investor
Ranked #40,371 out of 788,374 TipRanks' Investors
Success Rate
78%
7 out of 9
profitable transactions
Average Return
200.44%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.09%
6-Month Return▲ 154.80%
12-Month Return-
YTD Return▲ 5.01%
Total Return▲ 239.72%

Best Trade

Opened at
Closed at-
Gain▲ 704.68%

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%
▲ 8.13%
▲ 1.21%
▲ 11.30%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 35.53%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 22.75%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 16.03%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 37.39%
Nov 2024
▲ 5.94%
▼ 2.41%
▲ 9.60%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 10.44%
Jan 2025
▼ 10.49%
▼ 0.31%
▼ 4.92%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 11.30%
▼ 13.14%▲ 2.34%▲ 35.53%
▲ 2.93%▲ 2.10%▲ 22.75%
▲ 9.99%▼ 0.89%▲ 16.03%
▲ 26.03%▲ 5.96%▲ 37.39%
▲ 5.94%▼ 2.41%▲ 9.60%
▲ 5.25%▲ 2.69%▲ 10.44%
▼ 10.49%▼ 0.31%▼ 4.92%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Rivian Automotive
15.01%
▲ 18.91%
1
Buy
Dec 23, 2024
Shopify
20.06%
▲ 704.68%
1
Buy
Dec 23, 2024
Ormat Techno
3.99%
▼ 13.41%
2
Buy
Dec 04, 2024
Amprius Technologies Inc
34.72%
▲ 225.09%
4
Buy
Nov 04, 2024
Eos Energy Enterprises
25.93%
▲ 206.85%
1
Buy
Jul 03, 2024