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ROTH IRA - New Portfolio
Anup Patel
ROTH IRAIndividual Investor
Ranked #195,289 out of 816,908 TipRanks' Investors
Success Rate
23 out of 35
profitable transactions
profitable transactions
Average Return
29.14%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.84%
6-Month Return▲ 82.49%
12-Month Return▲ 61.78%
YTD Return▼ 19.94%
Total Return▲ 87.26%
Best Trade
Bio
Aggressive Roth Portfolio
Performance
34.17%0-34.17%
▼ 12.86%
▼ 1.27%
▼ 32.25%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 23.08%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 3.14%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 34.17%
May 2025
▲ 6.24%
▲ 5.14%
▲ 13.57%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 2.34%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 9.01%
Aug 2025
▲ 1.37%
▲ 0.34%
▲ 0.71%
Sep 2025
▼ 12.86%▼ 1.27%▼ 32.25%
▼ 1.80%▼ 5.57%▼ 23.08%
▲ 1.84%▼ 0.87%▲ 3.14%
▲ 12.20%▲ 6.28%▲ 34.17%
▲ 6.24%▲ 5.14%▲ 13.57%
▲ 27.87%▲ 2.30%▲ 2.34%
▲ 4.87%▲ 2.05%▲ 9.01%
▲ 1.37%▲ 0.34%▲ 0.71%
Recent Activity
Hesai Group Sponsored ADR
0.88%
▲ 44.59%
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
Draganfly
1.78%
▼ 4.78%
4
Buy
Aug 11, 2025
Idaho Strategic Resources
―
▲ 62.35%
4
Close
Jul 19, 2025
Vivos
1.17%
▼ 12.93%
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
5.4%
▲ 51.47%
2
Buy
Jul 05, 2025
Rolls-Royce
6.68%
▲ 85.49%
2
Buy
Jul 05, 2025
Verastem
24.74%
▲ 70.07%
2
Buy
Jul 05, 2025
Oklo Inc
―
▲ 86.11%
5
Sell
Jul 05, 2025
NuScale Power
12.25%
▲ 94.10%
2
Sell
Jul 05, 2025
SoundHound AI, Inc Class A
16.38%
▲ 47.54%
1
Buy
Jun 12, 2025
Amazon
4%
▲ 26.89%
1
Buy
May 13, 2025
Microsoft
3.98%
▲ 88.60%
1
Buy
May 13, 2025
Nvidia
9.98%
▲ 64.60%
1
Buy
May 13, 2025
Aeva Technologies
3.2%
▲ 243.60%
1
Buy
Feb 13, 2025
Quantum Computing
7.81%
▲ 33.55%
2
Buy
Jan 08, 2025
Meta Platforms
1.73%
▲ 74.99%
1
Buy
Apr 29, 2024