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ROTH IRA - New Portfolio
Anup Patel
ROTH IRAIndividual Investor
Ranked #262,395 out of 833,195 TipRanks' Investors
Success Rate
25 out of 39
profitable transactions
profitable transactions
Average Return
19.70%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 7.08%
6-Month Return▲ 18.88%
12-Month Return▲ 13.07%
YTD Return▼ 24.35%
Total Return▲ 76.93%
Best Trade
Bio
Aggressive Roth Portfolio
Performance
34.17%0-34.17%
▲ 11.63%
▲ 6.28%
▲ 34.17%
May 2025
▲ 9.25%
▲ 5.14%
▲ 13.57%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.34%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 8.27%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 7.94%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 6.89%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 15.33%
Nov 2025
▼ 0.06%
▼ 0.12%
▼ 1.93%
Dec 2025
▲ 11.63%▲ 6.28%▲ 34.17%
▲ 9.25%▲ 5.14%▲ 13.57%
▲ 7.60%▲ 2.30%▲ 2.34%
▲ 2.76%▲ 2.05%▲ 8.27%
▲ 12.88%▲ 3.56%▲ 7.94%
▲ 10.96%▲ 2.38%▲ 6.89%
▼ 3.57%▲ 0.19%▼ 15.33%
▼ 0.06%▼ 0.12%▼ 1.93%
Recent Activity
Verastem
14.94%
▲ 22.54%
3
Sell
Sep 20, 2025
NuScale Power
8.59%
▼ 46.25%
3
Buy
Sep 20, 2025
SoundHound AI, Inc Class A
10.61%
▲ 14.02%
2
Sell
Sep 20, 2025
Hesai Group Sponsored ADR
0.73%
▲ 28.59%
2
Buy
Aug 26, 2025
Vince Holding
―
▼ 70.70%
2
Close
Aug 26, 2025
Richtech Robotics Inc. Class B
―
▲ 17.82%
2
Sell
Aug 26, 2025
Webull Corporation
3.08%
▼ 42.32%
1
Buy
Aug 26, 2025
Advanced Micro Devices
6.9%
▲ 29.02%
1
Buy
Aug 26, 2025
Lululemon Athletica
11.2%
▲ 3.99%
1
Buy
Aug 26, 2025
Draganfly
2.86%
▲ 35.55%
4
Buy
Aug 11, 2025
Idaho Strategic Resources
―
▲ 62.35%
4
Close
Jul 19, 2025
Vivos
0.74%
▼ 41.10%
2
Buy
Jul 05, 2025
Graphjet Technology
―
▼ 72.74%
7
Close
Jul 05, 2025
Vertiv Holdings
―
▲ 41.88%
2
Close
Jul 05, 2025
Alphabet Class A
6.57%
▲ 97.98%
2
Buy
Jul 05, 2025
Rolls-Royce
6.69%
▲ 99.41%
2
Buy
Jul 05, 2025
Oklo Inc
―
▲ 86.11%
5
Sell
Jul 05, 2025
Amazon
3.65%
▲ 24.17%
1
Buy
May 13, 2025
Microsoft
3.64%
▲ 85.14%
1
Buy
May 13, 2025
Nvidia
10.06%
▲ 78.37%
1
Buy
May 13, 2025