Roth Contributory IRA - New Portfolio
Levar Julian
Roth Contributory IRAIndividual Investor
Ranked #544,569 out of 858,971 TipRanks' Investors
Success Rate
16 out of 41
profitable transactions
profitable transactions
Average Return
-1.72%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.96%
6-Month Return▲ 3.37%
12-Month Return▲ 7.67%
YTD Return▲ 6.54%
Total Return▲ 1.60%
Best Trade
Bio
Diversified Growth
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 0.03%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 5.32%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 2.29%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 3.43%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 4.05%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 4.36%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 3.83%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 2.01%
Apr 2026
▲ 12.88%▲ 3.56%▼ 0.03%
▲ 10.96%▲ 2.38%▼ 5.32%
▼ 3.68%▲ 0.19%▼ 2.29%
▼ 0.10%▲ 0.08%▲ 3.43%
▲ 4.06%▲ 1.47%▲ 4.05%
▼ 1.12%▼ 0.86%▲ 4.36%
▲ 0.60%▼ 4.94%▼ 3.83%
▲ 7.53%▲ 5.50%▲ 2.01%
Recent Activity
Procter & Gamble
5.96%
▼ 10.20%
3
Buy
Aug 18, 2025
Amplify Seymour Cannabis ETF
6.76%
▼ 19.68%
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
8.77%
▼ 12.63%
4
Buy
Aug 08, 2025
Altria Group
12.15%
▲ 14.41%
4
Buy
Aug 08, 2025
Energy Select Sector SPDR Fund
11.12%
▲ 26.44%
4
Sell
Aug 08, 2025
Schwab US Dividend Equity ETF
10.2%
▲ 16.85%
2
Buy
Aug 08, 2025
ProShares Bitcoin Strategy ETF
4.48%
▼ 51.97%
2
Buy
Aug 08, 2025
SPDR S&P 500 ETF Trust
13.29%
▲ 13.19%
2
Buy
Aug 08, 2025
Royal Gold
15.33%
▲ 66.58%
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
11.93%
▲ 20.29%
1
Buy
Jun 02, 2025