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ROTH IRA - New Portfolio
Anup Patel
ROTH IRAIndividual Investor
Ranked #167,574 out of 822,572 TipRanks' Investors
Success Rate
26 out of 39
profitable transactions
profitable transactions
Average Return
38.91%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 17.06%
6-Month Return▲ 102.04%
12-Month Return▲ 59.94%
YTD Return▼ 7.55%
Total Return▲ 116.25%
Best Trade
Bio
Aggressive Roth Portfolio
Performance
34.17%0-34.17%
▼ 6.38%
▼ 5.57%
▼ 23.08%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 3.14%
Apr 2025
▲ 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%
▲ 8.28%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 7.94%
Sep 2025
▲ 6.67%
▲ 0.75%
▲ 8.49%
Oct 2025
▼ 6.38%▼ 5.57%▼ 23.08%
▲ 0.80%▼ 0.87%▲ 3.14%
▲ 11.63%▲ 6.28%▲ 34.17%
▲ 9.25%▲ 5.14%▲ 13.57%
▲ 7.60%▲ 2.30%▲ 2.34%
▲ 2.76%▲ 2.05%▲ 8.28%
▲ 12.88%▲ 3.56%▲ 7.94%
▲ 6.67%▲ 0.75%▲ 8.49%
Recent Activity
Verastem
13.6%
▲ 45.91%
3
Sell
Sep 20, 2025
NuScale Power
16.61%
▲ 35.82%
3
Buy
Sep 20, 2025
SoundHound AI, Inc Class A
13.68%
▲ 92.24%
2
Sell
Sep 20, 2025
Hesai Group Sponsored ADR
0.59%
▲ 35.36%
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
3.45%
▼ 15.60%
1
Buy
Aug 26, 2025
Advanced Micro Devices
5.76%
▲ 40.78%
1
Buy
Aug 26, 2025
Lululemon Athletica
7.09%
▼ 13.87%
1
Buy
Aug 26, 2025
Draganfly
3.84%
▲ 107.94%
4
Buy
Aug 11, 2025
Idaho Strategic Resources
―
▲ 62.35%
4
Close
Jul 19, 2025
Vivos
0.69%
▼ 28.30%
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
3.95%
▲ 55.68%
2
Buy
Jul 05, 2025
Rolls-Royce
5.04%
▲ 96.42%
2
Buy
Jul 05, 2025
Oklo Inc
―
▲ 86.11%
5
Sell
Jul 05, 2025
Amazon
2.79%
▲ 24.38%
1
Buy
May 13, 2025
Microsoft
2.99%
▲ 99.04%
1
Buy
May 13, 2025
Nvidia
8.19%
▲ 89.78%
1
Buy
May 13, 2025