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Roth Contributory IRA - New Portfolio
Levar Julian
Roth Contributory IRAIndividual Investor
Ranked #520,519 out of 829,253 TipRanks' Investors
Success Rate
13 out of 41
profitable transactions
profitable transactions
Average Return
-6.76%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 9.57%
6-Month Return▼ 6.42%
12-Month Return-
YTD Return▼ 12.03%
Total Return▼ 12.03%
Best Trade
Bio
Diversified Growth
Performance
12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 4.73%
Apr 2025
▲ 11.64%
▲ 6.28%
▼ 1.47%
May 2025
▲ 9.25%
▲ 5.14%
▲ 0.14%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.49%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 5.25%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.03%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 5.32%
Oct 2025
▼ 6.45%
▼ 4.33%
▼ 6.77%
Nov 2025
▲ 0.80%▼ 0.87%▼ 4.73%
▲ 11.64%▲ 6.28%▼ 1.47%
▲ 9.25%▲ 5.14%▲ 0.14%
▲ 7.60%▲ 2.30%▼ 0.49%
▲ 2.76%▲ 2.05%▲ 5.25%
▲ 12.88%▲ 3.56%▼ 0.03%
▲ 10.96%▲ 2.38%▼ 5.32%
▼ 6.45%▼ 4.33%▼ 6.77%
Recent Activity
Procter & Gamble
6.9%
▼ 7.31%
3
Buy
Aug 18, 2025
Amplify Seymour Cannabis ETF
6.08%
▼ 35.58%
2
Buy
Aug 15, 2025
Equity Residential
―
▼ 10.00%
5
Sell
Aug 14, 2025
Public Storage
―
▼ 6.78%
4
Close
Aug 11, 2025
VICI Properties
10%
▼ 11.18%
4
Buy
Aug 08, 2025
Altria Group
11.86%
▼ 0.37%
4
Buy
Aug 08, 2025
Energy Select Sector SPDR Fund
9.71%
▲ 5.23%
4
Sell
Aug 08, 2025
Schwab US Dividend Equity ETF
9.9%
▲ 1.19%
2
Buy
Aug 08, 2025
ProShares Bitcoin Strategy ETF
6.75%
▼ 35.47%
2
Buy
Aug 08, 2025
SPDR S&P 500 ETF Trust
14.17%
▲ 7.66%
2
Buy
Aug 08, 2025
Royal Gold
11.94%
▲ 15.76%
1
Buy
Jul 22, 2025
United Parcel
―
▼ 17.85%
2
Close
Jun 03, 2025
Merck & Company
―
▼ 10.61%
3
Close
Jun 03, 2025
Omnicom Group
―
▼ 3.20%
3
Close
Jun 03, 2025
Verizon
―
▲ 1.09%
3
Close
Jun 03, 2025
Archer Daniels Midland
―
▲ 2.45%
2
Close
Jun 03, 2025
AES
―
▼ 14.48%
3
Close
Jun 03, 2025
Invesco QQQ Trust
12.69%
▲ 14.11%
1
Buy
Jun 02, 2025