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ROTH IRA - New Portfolio
Anup Patel
ROTH IRAIndividual Investor
Ranked #181,865 out of 813,692 TipRanks' Investors
Success Rate
22 out of 32
profitable transactions
profitable transactions
Average Return
28.42%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.39%
6-Month Return▼ 8.16%
12-Month Return▲ 53.90%
YTD Return▼ 19.77%
Total Return▲ 87.80%
Best Trade
Bio
Aggressive Roth Portfolio
Performance
34.08%0-34.08%
▲ 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%
▲ 34.08%
May 2025
▲ 6.24%
▲ 5.14%
▲ 13.42%
Jun 2025
▲ 27.89%
▲ 2.30%
▲ 2.20%
Jul 2025
▲ 8.10%
▲ 1.80%
▲ 3.03%
Aug 2025
▲ 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%▲ 34.08%
▲ 6.24%▲ 5.14%▲ 13.42%
▲ 27.89%▲ 2.30%▲ 2.20%
▲ 8.10%▲ 1.80%▲ 3.03%
Recent Activity
Draganfly
―
▲ 19.23%
2
Close
Jul 24, 2025
Idaho Strategic Resources
―
▲ 62.35%
4
Close
Jul 19, 2025
Vivos
0.81%
▼ 26.59%
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
3.85%
▲ 31.42%
2
Buy
Jul 05, 2025
Rolls-Royce
5.51%
▲ 85.75%
2
Buy
Jul 05, 2025
Verastem
15.54%
▲ 29.80%
2
Buy
Jul 05, 2025
Oklo Inc
―
▲ 86.11%
5
Sell
Jul 05, 2025
NuScale Power
10.36%
▲ 99.38%
2
Sell
Jul 05, 2025
Richtech Robotics Inc. Class B
20.89%
▲ 9.41%
1
Buy
Jun 12, 2025
SoundHound AI, Inc Class A
14.74%
▲ 61.30%
1
Buy
Jun 12, 2025
Amazon
3.28%
▲ 26.18%
1
Buy
May 13, 2025
Microsoft
3.44%
▲ 98.19%
1
Buy
May 13, 2025
Nvidia
8.87%
▲ 77.84%
1
Buy
May 13, 2025
Hesai Group Sponsored ADR
0.34%
▲ 69.71%
1
Buy
Apr 04, 2025
Aeva Technologies
2.48%
▲ 222.66%
1
Buy
Feb 13, 2025
Vince Holding
0.29%
▼ 71.00%
1
Buy
Jan 23, 2025
Quantum Computing
6.52%
▲ 35.40%
2
Buy
Jan 08, 2025
Meta Platforms
1.48%
▲ 82.61%
1
Buy
Apr 29, 2024