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ROTH IRA - New Portfolio
Anup Patel
ROTH IRAIndividual Investor
Ranked #214,791 out of 836,051 TipRanks' Investors
Success Rate
26 out of 39
profitable transactions
profitable transactions
Average Return
27.12%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.85%
6-Month Return▲ 17.55%
12-Month Return▲ 4.43%
YTD Return▲ 12.58%
Total Return▲ 92.13%
Best Trade
Bio
Aggressive Roth Portfolio
Performance
15.33%0-15.33%
▲ 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
▼ 0.10%
▲ 0.08%
▼ 5.40%
Dec 2025
▲ 1.08%
▲ 1.11%
▲ 12.58%
Jan 2026
▲ 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%
▼ 0.10%▲ 0.08%▼ 5.40%
▲ 1.08%▲ 1.11%▲ 12.58%
Recent Activity
Verastem
14.39%
▲ 24.28%
3
Sell
Sep 20, 2025
NuScale Power
9.99%
▼ 34.21%
3
Buy
Sep 20, 2025
SoundHound AI, Inc Class A
10.07%
▲ 14.02%
2
Sell
Sep 20, 2025
Hesai Group Sponsored ADR
0.81%
▲ 50.70%
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
2.88%
▼ 43.26%
1
Buy
Aug 26, 2025
Advanced Micro Devices
6.28%
▲ 23.73%
1
Buy
Aug 26, 2025
Lululemon Athletica
10.77%
▲ 5.34%
1
Buy
Aug 26, 2025
Draganfly
3.38%
▲ 58.96%
4
Buy
Aug 11, 2025
Idaho Strategic Resources
―
▲ 62.35%
4
Close
Jul 19, 2025
Vivos
0.7%
▼ 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
6.61%
▲ 109.76%
2
Buy
Jul 05, 2025
Rolls-Royce
6.95%
▲ 118.17%
2
Buy
Jul 05, 2025
Oklo Inc
―
▲ 86.11%
5
Sell
Jul 05, 2025
Amazon
3.75%
▲ 34.52%
1
Buy
May 13, 2025
Microsoft
3.4%
▲ 82.16%
1
Buy
May 13, 2025
Nvidia
9.77%
▲ 82.36%
1
Buy
May 13, 2025