Education
About Us
Working with TipRanks
Follow Us
ROTH IRA - New Portfolio
Anup Patel
ROTH IRAIndividual Investor
Ranked #256,824 out of 832,419 TipRanks' Investors
Success Rate
25 out of 39
profitable transactions
profitable transactions
Average Return
21.19%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.83%
6-Month Return▲ 22.03%
12-Month Return▲ 26.14%
YTD Return▼ 22.52%
Total Return▲ 81.22%
Best Trade
Bio
Aggressive Roth Portfolio
Performance
34.17%0-34.17%
▲ 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%
▲ 8.27%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 7.94%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 6.89%
Oct 2025
▼ 3.44%
▲ 0.19%
▼ 15.47%
Nov 2025
▲ 1.14%
▼ 0.24%
▲ 0.61%
Dec 2025
▲ 11.63%▲ 6.28%▲ 34.17%
▲ 9.25%▲ 5.14%▲ 13.57%
▲ 7.60%▲ 2.30%▲ 2.34%
▲ 2.76%▲ 2.05%▲ 8.27%
▲ 12.88%▲ 3.56%▲ 7.94%
▲ 10.96%▲ 2.38%▲ 6.89%
▼ 3.44%▲ 0.19%▼ 15.47%
▲ 1.14%▼ 0.24%▲ 0.61%
Recent Activity
Verastem
17.6%
▲ 51.75%
3
Sell
Sep 20, 2025
NuScale Power
9.33%
▼ 38.66%
3
Buy
Sep 20, 2025
SoundHound AI, Inc Class A
10.67%
▲ 20.54%
2
Sell
Sep 20, 2025
Hesai Group Sponsored ADR
0.6%
▲ 11.73%
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
3.14%
▼ 38.35%
1
Buy
Aug 26, 2025
Advanced Micro Devices
6.48%
▲ 27.41%
1
Buy
Aug 26, 2025
Lululemon Athletica
10.43%
▲ 1.77%
1
Buy
Aug 26, 2025
Draganfly
2.52%
▲ 28.42%
4
Buy
Aug 11, 2025
Idaho Strategic Resources
―
▲ 62.35%
4
Close
Jul 19, 2025
Vivos
0.73%
▼ 38.54%
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
6.29%
▲ 99.35%
2
Buy
Jul 05, 2025
Rolls-Royce
5.96%
▲ 86.78%
2
Buy
Jul 05, 2025
Oklo Inc
―
▲ 86.11%
5
Sell
Jul 05, 2025
Amazon
3.45%
▲ 23.54%
1
Buy
May 13, 2025
Microsoft
3.41%
▲ 82.32%
1
Buy
May 13, 2025
Nvidia
9.26%
▲ 72.49%
1
Buy
May 13, 2025