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ROTH IRA - New Portfolio
Anup Patel
ROTH IRAIndividual Investor
Ranked #205,937 out of 807,765 TipRanks' Investors
Success Rate
19 out of 31
profitable transactions
profitable transactions
Average Return
31.22%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 9.87%
6-Month Return▲ 3.46%
12-Month Return▲ 51.56%
YTD Return▼ 25.27%
Total Return▲ 74.93%
Best Trade
Bio
Aggressive Roth Portfolio
Performance
75.99%0-75.99%
▲ 5.10%
▼ 2.41%
▲ 75.99%
Dec 2024
▲ 6.03%
▲ 2.69%
▼ 6.91%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 32.18%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 23.25%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 3.41%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 34.38%
May 2025
▲ 6.24%
▲ 5.14%
▲ 13.35%
Jun 2025
▲ 5.38%
▲ 0.93%
▼ 2.07%
Jul 2025
▲ 5.10%▼ 2.41%▲ 75.99%
▲ 6.03%▲ 2.69%▼ 6.91%
▼ 12.86%▼ 1.27%▼ 32.18%
▼ 1.80%▼ 5.57%▼ 23.25%
▲ 1.84%▼ 0.87%▲ 3.41%
▲ 12.20%▲ 6.28%▲ 34.38%
▲ 6.24%▲ 5.14%▲ 13.35%
▲ 5.38%▲ 0.93%▼ 2.07%
Recent Activity
Vivos
1.29%
▲ 2.43%
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
3.89%
▲ 16.14%
2
Buy
Jul 05, 2025
Rolls-Royce
5.76%
▲ 70.20%
2
Buy
Jul 05, 2025
Verastem
10.11%
▼ 26.02%
2
Buy
Jul 05, 2025
Oklo Inc
―
▲ 86.11%
5
Sell
Jul 05, 2025
NuScale Power
12.49%
▲ 110.68%
2
Sell
Jul 05, 2025
Idaho Strategic Resources
1.03%
▲ 29.69%
3
Sell
Jul 05, 2025
Richtech Robotics Inc. Class B
19.63%
▼ 9.90%
1
Buy
Jun 12, 2025
SoundHound AI, Inc Class A
12.48%
▲ 19.71%
1
Buy
Jun 12, 2025
Amazon
3.64%
▲ 22.90%
1
Buy
May 13, 2025
Microsoft
3.8%
▲ 91.77%
1
Buy
May 13, 2025
Nvidia
9.25%
▲ 62.53%
1
Buy
May 13, 2025
Hesai Group Sponsored ADR
0.36%
▲ 58.50%
1
Buy
Apr 04, 2025
Aeva Technologies
5.63%
▲ 542.86%
1
Buy
Feb 13, 2025
Vince Holding
0.36%
▼ 68.60%
1
Buy
Jan 23, 2025
Quantum Computing
8.46%
▲ 54.05%
2
Buy
Jan 08, 2025
Meta Platforms
1.55%
▲ 66.86%
1
Buy
Apr 29, 2024