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Roth Contributory IRA - New Portfolio
Levar Julian
Roth Contributory IRAIndividual Investor
Ranked #546,023 out of 832,066 TipRanks' Investors
Success Rate
14 out of 41
profitable transactions
profitable transactions
Average Return
-5.52%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.47%
6-Month Return▼ 4.16%
12-Month Return-
YTD Return▼ 8.38%
Total Return▼ 8.38%
Best Trade
Bio
Diversified Growth
Performance
12.88%0-12.88%
▲ 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
▼ 3.44%
▲ 0.19%
▼ 2.71%
Nov 2025
▲ 2.00%
▲ 0.85%
▼ 0.19%
Dec 2025
▲ 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%
▼ 3.44%▲ 0.19%▼ 2.71%
▲ 2.00%▲ 0.85%▼ 0.19%
Recent Activity
Procter & Gamble
6.22%
▼ 12.55%
3
Buy
Aug 18, 2025
Amplify Seymour Cannabis ETF
6.85%
▼ 24.05%
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
9.22%
▼ 14.39%
4
Buy
Aug 08, 2025
Altria Group
11.44%
▲ 0.51%
4
Buy
Aug 08, 2025
Energy Select Sector SPDR Fund
9.64%
▲ 8.06%
4
Sell
Aug 08, 2025
Schwab US Dividend Equity ETF
9.8%
▲ 4.80%
2
Buy
Aug 08, 2025
ProShares Bitcoin Strategy ETF
6.52%
▼ 34.85%
2
Buy
Aug 08, 2025
SPDR S&P 500 ETF Trust
14.28%
▲ 13.44%
2
Buy
Aug 08, 2025
Royal Gold
13.01%
▲ 31.91%
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
13%
▲ 22.28%
1
Buy
Jun 02, 2025