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Roth Contributory IRA - New Portfolio
Matthew Grelck
Roth Contributory IRAIndividual Investor
Ranked #153,321 out of 805,688 TipRanks' Investors
Success Rate
91 out of 134
profitable transactions
profitable transactions
Average Return
2.20%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.68%
6-Month Return-
12-Month Return-
YTD Return▲ 14.55%
Total Return▲ 14.55%
Best Trade
Bio
Personal portfolio management example for Gray Colt Financial Planning
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
―
Nov 2024
▲ 5.10%
▼ 2.41%
―
Dec 2024
▲ 6.03%
▲ 2.69%
―
Jan 2025
▼ 12.86%
▼ 1.27%
―
Feb 2025
▼ 1.80%
▼ 5.57%
―
Mar 2025
▲ 1.83%
▼ 0.87%
―
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 7.38%
May 2025
▲ 4.16%
▲ 4.64%
▲ 6.68%
Jun 2025
▲ 25.97%▲ 5.96%―
▲ 5.10%▼ 2.41%―
▲ 6.03%▲ 2.69%―
▼ 12.86%▼ 1.27%―
▼ 1.80%▼ 5.57%―
▲ 1.83%▼ 0.87%―
▲ 12.21%▲ 6.28%▲ 7.38%
▲ 4.16%▲ 4.64%▲ 6.68%
Recent Activity
Qualcomm
1.02%
▲ 12.33%
2
Buy
Jun 27, 2025
Meta Platforms
3.12%
▲ 23.56%
2
Buy
Jun 27, 2025
Gilead Sciences
0.47%
▲ 14.20%
2
Buy
Jun 27, 2025
Bank of America
0.5%
▲ 12.75%
2
Buy
Jun 27, 2025
UnitedHealth
0.66%
▼ 10.47%
2
Buy
Jun 24, 2025
Vanguard Total World Stock ETF
3.01%
▼ 42.46%
2
Buy
Jun 24, 2025
Waste Management
0.49%
▼ 1.39%
2
Buy
Jun 20, 2025
L3Harris Technologies
0.53%
▼ 41.35%
2
Buy
Jun 18, 2025
Home Depot
0.79%
▲ 0.83%
2
Buy
Jun 18, 2025
Alphabet Class A
1.52%
▼ 13.64%
3
Buy
Jun 16, 2025
NextEra Energy
0.15%
▼ 42.90%
2
Buy
Jun 16, 2025
Realty Income
0.37%
▼ 38.78%
2
Buy
Jun 13, 2025
Apple
―
▲ 0.70%
4
Close
Jun 13, 2025
RTX
0.62%
▼ 41.04%
2
Buy
Jun 13, 2025
Applied Materials
0.78%
▼ 38.92%
2
Buy
Jun 13, 2025
Microsoft
3.17%
▼ 41.83%
2
Buy
Jun 13, 2025
Teradyne
0.19%
▼ 40.78%
2
Buy
Jun 13, 2025
Archer Aviation
0.87%
▲ 1.58%
2
Buy
Jun 13, 2025
CoreWeave, Inc. Class A
1.7%
▲ 2.69%
2
Buy
Jun 13, 2025
Chevron
0.31%
▼ 35.06%
2
Buy
Jun 10, 2025