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Roth Contributory IRA - New Portfolio
sheldon j
Roth Contributory IRAIndividual Investor
Ranked #463,232 out of 831,619 TipRanks' Investors
Success Rate
29 out of 59
profitable transactions
profitable transactions
Average Return
7.28%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.10%
6-Month Return▲ 22.72%
12-Month Return-
YTD Return▲ 28.27%
Total Return▲ 28.27%
Best Trade
Bio
Performance
16.30%0-16.30%
▲ 11.64%
▲ 6.28%
▼ 4.33%
May 2025
▲ 9.25%
▲ 5.14%
▲ 16.30%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 4.13%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.96%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 1.19%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.93%
Oct 2025
▼ 3.44%
▲ 0.19%
▲ 1.47%
Nov 2025
▲ 1.44%
▲ 0.04%
▼ 0.21%
Dec 2025
▲ 11.64%▲ 6.28%▼ 4.33%
▲ 9.25%▲ 5.14%▲ 16.30%
▲ 7.60%▲ 2.30%▲ 4.13%
▲ 2.76%▲ 2.05%▲ 3.96%
▲ 12.88%▲ 3.56%▲ 1.19%
▲ 10.96%▲ 2.38%▲ 3.93%
▼ 3.44%▲ 0.19%▲ 1.47%
▲ 1.44%▲ 0.04%▼ 0.21%
Recent Activity
Schwab S&P 500 Index Fund- Select Shares
72.15%
▼ 44.99%
9
Buy
Dec 04, 2025
Palantir Technologies
―
▲ 215.44%
4
Sell
Nov 03, 2025
GeneDx Holdings
16.14%
▲ 84.15%
6
Sell
Oct 31, 2025
Invesco S&P 500 Pure Growth ETF
5.88%
▼ 9.22%
5
Buy
Oct 31, 2025
SPDR Portfolio S&P 500 Value ETF
5.77%
▲ 0.47%
5
Buy
Oct 31, 2025
International Money Express
―
▼ 0.85%
3
Sell
Jun 24, 2025
Tempus AI, Inc. Class A
―
▲ 2.88%
5
Close
Jun 21, 2025
Bausch Health Companies
―
▲ 30.28%
2
Close
Jun 17, 2025
Akebia Therapeutics
―
▲ 17.49%
2
Close
Jun 17, 2025
MFS Growth Allocation Fund - Class A
―
▲ 0.57%
5
Sell
May 29, 2025
Defiance Large Cap ex-Mag 7 ETF
―
▼ 1.81%
3
Close
May 24, 2025
Schwab 5-10 Year Corporate Bond ETF
―
▼ 0.13%
3
Close
May 24, 2025
iShares U.S. Consumer Discretionary ETF
―
▼ 1.97%
2
Close
May 24, 2025
Schwab Fundamental US Large Co. Index ETF
―
▼ 2.48%
2
Close
May 24, 2025
MFA Financial
―
▼ 10.55%
3
Close
May 20, 2025
Triumph Group
―
▲ 0.08%
2
Close
May 20, 2025
iShares Global Clean Energy ETF
―
▲ 99.07%
2
Sell
May 20, 2025
iShares Future AI & Tech ETF
―
▼ 0.86%
2
Close
May 20, 2025
ENDRA Life Sciences
―
▼ 37.61%
3
Close
May 20, 2025
Myriad Genetics
―
▲ 7.55%
2
Sell
May 19, 2025