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ROTH IRA - New Portfolio
Anup Patel
ROTH IRAIndividual Investor
Ranked #190,649 out of 804,567 TipRanks' Investors
Success Rate
15 out of 24
profitable transactions
profitable transactions
Average Return
32.69%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 7.27%
6-Month Return▲ 1.86%
12-Month Return▲ 39.23%
YTD Return▼ 31.91%
Total Return▲ 59.39%
Best Trade
Bio
Aggressive Roth Portfolio
Performance
75.99%0-75.99%
▲ 25.97%
▲ 5.96%
▲ 1.19%
Nov 2024
▲ 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
▲ 1.83%
▼ 0.87%
▲ 3.41%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 34.31%
May 2025
▲ 0.15%
▲ 1.13%
▲ 1.19%
Jun 2025
▲ 25.97%▲ 5.96%▲ 1.19%
▲ 5.10%▼ 2.41%▲ 75.99%
▲ 6.03%▲ 2.69%▼ 6.91%
▼ 12.86%▼ 1.27%▼ 32.18%
▼ 1.80%▼ 5.57%▼ 23.25%
▲ 1.83%▼ 0.87%▲ 3.41%
▲ 12.21%▲ 6.28%▲ 34.31%
▲ 0.15%▲ 1.13%▲ 1.19%
Recent Activity
Idaho Strategic Resources
0.11%
▼ 2.51%
1
Buy
May 27, 2025
Vivos
1.11%
▲ 12.96%
1
Buy
May 13, 2025
Vertiv Holdings
2.03%
▲ 31.56%
1
Buy
May 13, 2025
Alphabet Class A
3.04%
▲ 20.08%
1
Buy
May 13, 2025
Rolls-Royce
4.09%
▲ 106.82%
1
Buy
May 13, 2025
Amazon
3.59%
▲ 14.53%
1
Buy
May 13, 2025
Microsoft
3.81%
▲ 81.89%
1
Buy
May 13, 2025
Verastem
4.28%
▼ 28.16%
1
Buy
May 13, 2025
Nvidia
8.53%
▲ 41.77%
1
Buy
May 13, 2025
NuScale Power
33.94%
▲ 109.11%
1
Buy
May 13, 2025
Hesai Group Sponsored ADR
0.29%
▲ 20.10%
1
Buy
Apr 04, 2025
Aeva Technologies
5.73%
▲ 518.97%
1
Buy
Feb 13, 2025
Oklo Inc
16.52%
▲ 100.76%
4
Buy
Feb 10, 2025
Graphjet Technology
1.21%
▼ 77.48%
6
Buy
Feb 05, 2025
Vince Holding
0.34%
▼ 71.60%
1
Buy
Jan 23, 2025
Quantum Computing
9.69%
▲ 66.87%
2
Buy
Jan 08, 2025
Meta Platforms
1.56%
▲ 58.69%
1
Buy
Apr 29, 2024