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Roth Contributory IRA - New Portfolio
sheldon j
Roth Contributory IRAIndividual Investor
Ranked #301,423 out of 808,802 TipRanks' Investors
Success Rate
30 out of 52
profitable transactions
profitable transactions
Average Return
11.42%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 7.03%
6-Month Return-
12-Month Return-
YTD Return▲ 12.50%
Total Return▲ 12.50%
Best Trade
Bio
Performance
16.30%0-16.30%
▲ 5.10%
▼ 2.41%
―
Dec 2024
▲ 6.03%
▲ 2.69%
―
Jan 2025
▼ 12.86%
▼ 1.27%
―
Feb 2025
▼ 1.80%
▼ 5.57%
―
Mar 2025
▲ 1.84%
▼ 0.87%
―
Apr 2025
▲ 12.20%
▲ 6.28%
▼ 4.33%
May 2025
▲ 6.24%
▲ 5.14%
▲ 16.30%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 1.11%
Jul 2025
▲ 5.10%▼ 2.41%―
▲ 6.03%▲ 2.69%―
▼ 12.86%▼ 1.27%―
▼ 1.80%▼ 5.57%―
▲ 1.84%▼ 0.87%―
▲ 12.20%▲ 6.28%▼ 4.33%
▲ 6.24%▲ 5.14%▲ 16.30%
▲ 14.83%▲ 1.65%▲ 1.11%
Recent Activity
Invesco S&P 500 Pure Growth ETF
7.19%
▼ 11.05%
4
Buy
Jul 15, 2025
Schwab S&P 500 Index Fund- Select Shares
41.02%
▲ 4.92%
3
Buy
Jul 14, 2025
SPDR Portfolio S&P 500 Value ETF
8.2%
▲ 3.47%
4
Buy
Jun 25, 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
Palantir Technologies
5.94%
▲ 153.29%
3
Buy
May 27, 2025
GeneDx Holdings
37.21%
▲ 59.30%
5
Buy
May 27, 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