ROTH IRA - New Portfolio
Anup Patel
ROTH IRAIndividual Investor
Ranked #402,309 out of 859,217 TipRanks' Investors
Success Rate
21 out of 39
profitable transactions
profitable transactions
Average Return
15.09%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.70%
6-Month Return▼ 22.43%
12-Month Return▲ 60.24%
YTD Return▼ 5.25%
Total Return▲ 61.71%
Best Trade
Bio
Aggressive Roth Portfolio
Performance
15.33%0-15.33%
▲ 12.88%
▲ 3.56%
▲ 7.94%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 6.89%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 15.33%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 5.40%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 0.58%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 5.41%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 10.37%
Mar 2026
▲ 10.48%
▲ 6.78%
▲ 11.10%
Apr 2026
▲ 12.88%▲ 3.56%▲ 7.94%
▲ 10.96%▲ 2.38%▲ 6.89%
▼ 3.68%▲ 0.19%▼ 15.33%
▼ 0.10%▲ 0.08%▼ 5.40%
▲ 4.06%▲ 1.47%▲ 0.58%
▼ 1.12%▼ 0.86%▼ 5.41%
▲ 0.60%▼ 4.94%▼ 10.37%
▲ 10.48%▲ 6.78%▲ 11.10%
Recent Activity
Verastem
13.48%
▼ 3.04%
3
Sell
Sep 20, 2025
NuScale Power
6.25%
▼ 65.72%
3
Buy
Sep 20, 2025
SoundHound AI, Inc Class A
7.65%
▼ 27.88%
2
Sell
Sep 20, 2025
Hesai Group Sponsored ADR
0.83%
▲ 28.21%
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
2.39%
▼ 60.83%
1
Buy
Aug 26, 2025
Advanced Micro Devices
9.41%
▲ 54.19%
1
Buy
Aug 26, 2025
Lululemon Athletica
9.8%
▼ 20.26%
1
Buy
Aug 26, 2025
Draganfly
2.5%
▲ 13.28%
4
Buy
Aug 11, 2025
Idaho Strategic Resources
―
▲ 62.35%
4
Close
Jul 19, 2025
Vivos
0.9%
▼ 36.83%
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
8.12%
▲ 114.58%
2
Buy
Jul 05, 2025
Rolls-Royce
8.7%
▲ 127.41%
2
Buy
Jul 05, 2025
Oklo Inc
―
▲ 86.11%
5
Sell
Jul 05, 2025
Amazon
4.56%
▲ 36.01%
1
Buy
May 13, 2025
Microsoft
3.36%
▲ 49.78%
1
Buy
May 13, 2025
Nvidia
12.47%
▲ 93.67%
1
Buy
May 13, 2025