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Roth Contributory IRA - New Portfolio
Levar Julian
Roth Contributory IRAIndividual Investor
Ranked #551,445 out of 852,708 TipRanks' Investors
Success Rate
18 out of 41
profitable transactions
profitable transactions
Average Return
-2.18%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.30%
6-Month Return▲ 2.80%
12-Month Return-
YTD Return▲ 3.65%
Total Return▼ 1.16%
Best Trade
Bio
Diversified Growth
Performance
12.88%0-12.88%
▲ 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
▼ 3.58%
▲ 0.19%
▼ 2.29%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 3.44%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 4.05%
Jan 2026
▼ 5.01%
▼ 2.07%
▼ 0.39%
Feb 2026
▲ 7.60%▲ 2.30%▼ 0.49%
▲ 2.76%▲ 2.05%▲ 5.25%
▲ 12.88%▲ 3.56%▼ 0.03%
▲ 10.96%▲ 2.38%▼ 5.32%
▼ 3.58%▲ 0.19%▼ 2.29%
▼ 0.10%▲ 0.08%▲ 3.44%
▲ 4.06%▲ 1.47%▲ 4.05%
▼ 5.01%▼ 2.07%▼ 0.39%
Recent Activity
Procter & Gamble
6.71%
▼ 0.80%
3
Buy
Aug 18, 2025
Amplify Seymour Cannabis ETF
7.17%
▼ 16.41%
2
Buy
Aug 15, 2025
Equity Residential
―
▼ 10.00%
5
Close
Aug 14, 2025
Public Storage
―
▼ 6.78%
4
Close
Aug 11, 2025
VICI Properties
9.07%
▼ 11.37%
4
Buy
Aug 08, 2025
Altria Group
12.11%
▲ 11.98%
4
Buy
Aug 08, 2025
Energy Select Sector SPDR Fund
10.36%
▲ 18.18%
4
Sell
Aug 08, 2025
Schwab US Dividend Equity ETF
10.47%
▲ 17.72%
2
Buy
Aug 08, 2025
ProShares Bitcoin Strategy ETF
3.99%
▼ 58.03%
2
Buy
Aug 08, 2025
SPDR S&P 500 ETF Trust
13.38%
▲ 11.80%
2
Buy
Aug 08, 2025
Royal Gold
14.98%
▲ 59.75%
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
11.75%
▲ 16.32%
1
Buy
Jun 02, 2025