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ROTH IRA - New Portfolio
Anup Patel
ROTH IRAIndividual Investor
Ranked #318,646 out of 829,253 TipRanks' Investors
Success Rate
23 out of 39
profitable transactions
profitable transactions
Average Return
12.98%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 18.26%
6-Month Return▲ 9.21%
12-Month Return▲ 25.02%
YTD Return▼ 30.30%
Total Return▲ 63.02%
Best Trade
Bio
Aggressive Roth Portfolio
Performance
34.17%0-34.17%
▲ 0.80%
▼ 0.87%
▲ 3.14%
Apr 2025
▲ 11.64%
▲ 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
▲ 10.96%
▲ 2.38%
▲ 6.89%
Oct 2025
▼ 6.45%
▼ 4.33%
▼ 23.49%
Nov 2025
▲ 0.80%▼ 0.87%▲ 3.14%
▲ 11.64%▲ 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%
▲ 10.96%▲ 2.38%▲ 6.89%
▼ 6.45%▼ 4.33%▼ 23.49%
Recent Activity
Verastem
18.92%
▲ 54.91%
3
Sell
Sep 20, 2025
NuScale Power
10.02%
▼ 37.46%
3
Buy
Sep 20, 2025
SoundHound AI, Inc Class A
10.89%
▲ 16.81%
2
Sell
Sep 20, 2025
Hesai Group Sponsored ADR
0.47%
▼ 17.96%
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
2.97%
▼ 44.47%
1
Buy
Aug 26, 2025
Advanced Micro Devices
6.67%
▲ 24.54%
1
Buy
Aug 26, 2025
Lululemon Athletica
8.82%
▼ 18.23%
1
Buy
Aug 26, 2025
Draganfly
2.78%
▲ 32.62%
4
Buy
Aug 11, 2025
Idaho Strategic Resources
―
▲ 62.35%
4
Close
Jul 19, 2025
Vivos
0.66%
▼ 47.08%
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
6.2%
▲ 86.56%
2
Buy
Jul 05, 2025
Rolls-Royce
6.06%
▲ 80.22%
2
Buy
Jul 05, 2025
Oklo Inc
―
▲ 86.11%
5
Sell
Jul 05, 2025
Amazon
3.49%
▲ 18.60%
1
Buy
May 13, 2025
Microsoft
3.59%
▲ 82.29%
1
Buy
May 13, 2025
Nvidia
10.06%
▲ 78.03%
1
Buy
May 13, 2025